How to Migrate from Avaza to Agiled (2026 Step-by-Step Guide)

Avaza is genuinely good value: project management, timesheets, expenses, quotes, and invoicing in one tool, with unlimited project collaborators and flat per-workspace pricing. So this is not a "switch because it's bad" move. People go to Agiled because Avaza is delivery-and-billing-first: it has no full sales CRM pipeline, no interactive proposals or e-signed contracts, and only a light client portal, and its role-based seat add-ons can get confusing as you grow. Avaza exports contacts, projects, and invoices to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Avaza is still the right call.

Avaza does projects, time, and invoicing well at a low price. Agiled covers the same delivery and billing, then adds the front office, CRM pipeline, proposals, contracts, and a branded portal, that Avaza leaves out. If you like Avaza's value but need the sales and client-facing side, this guide is for you.

Comparing first? See Agiled vs Avaza and the best Avaza alternatives.

Why teams move off Avaza

• No full sales CRM. Avaza tracks customers for billing but has no deal pipeline or sales-stage CRM, so you run sales elsewhere.
• No proposals or e-signed contracts. Avaza has quotes/estimates but not an interactive proposal builder or contract e-signature workflow.
• Light client portal. Clients can view invoices and some project info, but it is not a full branded portal experience.
• Role-based seat math. Plans include a set number of timesheet, admin, and scheduling users, and extra ones cost $7/user/month each, which gets fiddly as the team grows.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Avaza wins

Avaza offers excellent value for project delivery plus billing: flat per-workspace pricing, unlimited project collaborators (so reviewers and clients do not all need paid seats), and solid time, expense, and invoicing tools. If your need is affordable project management with time tracking and invoicing, and you do not need a sales CRM, proposals, or a full portal, Avaza is hard to beat on price. This guide is for teams that want the front office too.

What exports from Avaza

Data in Avaza	Can you take it?	How
Contacts / customers	Yes	Export to CSV
Projects / tasks	Yes	Export to CSV
Time / expenses	Yes	Export to CSV
Invoices / quotes	Yes	Export to CSV
Files / documents	Yes	Download from storage
Automations	No	Rebuild in the workflow builder

The takeaway: contacts, projects, time, and invoices export to CSV and files download directly, so your data moves cleanly. Automations are rebuilt in Agiled.

How Avaza maps to Agiled

Avaza	Agiled equivalent	Notes
Projects / tasks	Projects	Kanban, Gantt, dependencies
Time / expenses	Time tracking	Timer to invoice
Quotes / estimates	Documents	Proposals with interactive pricing
Invoices	Finance	Invoices, recurring billing, payments
Customers	CRM	Full client records and pipeline
(none) Sales pipeline	CRM	Deals and stages
Client access	Client portal	Branded, custom domain
Resource scheduling	Scheduling	Capacity and booking

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import core data (Day 2-4)

1. Export contacts, projects, time, and invoices from Avaza to CSV.
2. Import them into Agiled's CRM, Projects, Time tracking, and Finance.
3. Download files and re-upload to clients and projects.

Phase 3 - Add the front office (Day 4-7)

1. Build proposal, contract, and invoice templates in Documents and Finance.
2. Set up your CRM pipeline stages and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 7-9)

1. Invite active clients to the client portal.
2. Run one full client cycle end to end.
3. Cancel Avaza once everything is verified.

What it costs after you switch

Avaza is flat per workspace with no annual discount: Free ($0), Startup ($11.95/month), Basic ($23.95/month), and Business ($47.95/month), with role-based add-ons ($7/user/month for extra timesheet, admin, or scheduling users; $2/user/month for chat; $0.50/GB storage). Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with CRM, proposals, contracts, projects, time, invoicing, and a portal included. Use the calculator below to compare based on your team size and billing.

Mistakes to avoid

• Comparing only the base price. Add Avaza's per-role seat add-ons and the CRM/proposal tools you run alongside it.
• Skipping the file download. Pull your files before cancelling.
• Not rebuilding quotes as proposals. Recreate your estimate templates as Agiled proposals.
• Skipping the end-to-end test.

When you should stay on Avaza

• You need affordable project management plus time tracking and invoicing, and nothing more.
• Unlimited project collaborators at a flat price is central to how you work.
• You do not need a sales CRM, e-signed proposals, or a full branded client portal.

If you need the front office alongside delivery and billing, Agiled covers it in one tool. See the Agiled vs Avaza comparison.

Frequently Asked Questions

Does Avaza have a CRM?

Not a full sales CRM. Avaza stores customers for billing and projects but has no deal pipeline or sales-stage CRM, no interactive proposals, and no e-signed contracts. Agiled includes a CRM pipeline, proposals, and contracts alongside project delivery and invoicing.

How do I move my Avaza data into Agiled?

Export your contacts, projects, time, and invoices to CSV and import them into Agiled's CRM, Projects, Time tracking, and Finance. Download your files and re-upload them. Automations are rebuilt in Agiled. There is no live one-click sync between the two.

Is Agiled cheaper than Avaza?

It depends on your team and add-ons. Avaza's flat base price is low, but per-role seat add-ons and the separate CRM/proposal tools many teams run alongside it raise the real cost. Agiled bundles the full lifecycle into one plan; compare using the calculator on this page.

Does Agiled have unlimited collaborators like Avaza?

Avaza's unlimited project collaborators are a genuine strength for teams with many viewers. Agiled prices by plan and seats but includes a branded client portal so clients can view and approve work. Compare based on how many internal paid users versus external collaborators you have.

Will I lose data if I leave Avaza?

Not if you export first. Export contacts, projects, time, and invoices to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Avaza: full comparison
• Best Avaza alternatives
• Migrate from Teamwork to Agiled
• Migrate from Productive to Agiled
• Migrate from Bonsai to Agiled

Ready to start? Create your free Agiled account and import your contacts today.