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

Productive.io is a serious agency operations platform: resource planning, project budgeting, time tracking, billing, and profitability reporting done well. So this is not a "Productive is weak" switch. Teams move to Agiled when the per-seat pricing (3-seat minimum) and the way advanced features are tiered outweigh the depth, or when they want a stronger client-facing flow, proposals with interactive pricing, e-signed contracts, and a branded portal, in the same tool. Productive exports contacts, projects, and financials to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Productive is still the right call.

Productive.io is built for agencies optimizing utilization and margins. Agiled covers the same delivery and billing, then adds a stronger front office, CRM pipeline, proposals, contracts, and a client portal, at a lower entry price. If Productive's cost structure or client-facing limits are the issue, this guide is for you.

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

Why teams move off Productive.io

• Per-seat with a 3-seat minimum. Even a solo or 2-person shop pays for 3 seats, and the per-user price scales up quickly with team size.
• Advanced features are tiered. Resource planning and richer reporting sit on Professional and above, with Ultimate/Enterprise quote-based.
• Client-facing flow is thinner. Productive is operations-first; interactive proposals, e-signed contracts, and a fully branded client portal are not its headline strengths.
• Cost for small client-facing teams. For a small agency that mainly needs sell-deliver-bill, Productive can be more platform (and price) than needed.

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

The honest part: when Productive wins

Productive.io's resource planning, capacity management, budgeting, and profitability reporting are genuinely strong for agencies that live on utilization and margin. If deep resource optimization and financial reporting across many projects is your priority, and the per-seat cost works for your team size, Productive is an excellent operations platform. This guide is for teams that want a stronger client-facing lifecycle and a lower entry cost.

What exports from Productive.io

Data in Productive	Can you take it?	How
Contacts / companies	Yes	Export to CSV
Projects / tasks	Yes	Export to CSV
Time entries	Yes	Export to CSV
Invoices / financials	Partial	Export where available
Files / documents	Yes	Download from storage
Automations	No	Rebuild in the workflow builder

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

How Productive.io maps to Agiled

Productive	Agiled equivalent	Notes
Sales / deals	CRM	Pipeline and full client records
Projects / tasks	Projects	Kanban, Gantt, dependencies
Time tracking	Time tracking	Timer to invoice
Budgeting / billing	Finance	Invoices, recurring billing, payments
Docs / proposals	Documents	Interactive pricing + e-sign
(thin) Client portal	Client portal	Branded, custom domain
Automations	Workflow automation	Visual triggers

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 2-5)

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

Phase 3 - Add the front office and billing (Day 5-8)

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 8-10)

1. Invite active clients to the client portal.
2. Run one full client cycle end to end (proposal, project, time, invoice, payment).
3. Cancel Productive once everything is verified.

What it costs after you switch

Productive.io is per seat with a 3-seat minimum: Essential at $9/user/month (annual, about $11 monthly), Professional at $24/user/month (annual, about $28 monthly), Ultimate around $39/user/month or custom, and Enterprise custom (50+ users), with a 17% annual discount. 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. For small client-facing teams, the entry cost and bundled front office usually come out ahead.

Mistakes to avoid

• Forgetting the 3-seat minimum. Compare Productive's real floor and per-seat scaling against Agiled's plans.
• Assuming all features are on the entry plan. Resource planning and richer reporting are on higher Productive tiers.
• Skipping the file download. Pull your files before cancelling.
• Skipping the end-to-end test.

When you should stay on Productive.io

• Deep resource planning and profitability reporting across many projects are your top priority.
• Your team is large enough that the per-seat cost and 3-seat minimum are non-issues.
• Operations optimization matters more to you than a built-in client-facing proposal/portal flow.

If you want the full client lifecycle with a stronger front office at a lower entry cost, Agiled covers it. See the Agiled vs Productive comparison.

Frequently Asked Questions

Is Productive.io an all-in-one client platform?

Productive is strong on agency operations, projects, resource planning, time, budgeting, and profitability, with a sales module. Its interactive proposals, e-signed contracts, and branded client portal are thinner than a client-services all-in-one. Agiled includes that full front-to-back lifecycle.

How do I move my Productive data into Agiled?

Export your contacts, projects, and time to CSV and import them into Agiled's CRM, Projects, and Time tracking. 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 Productive.io?

For small client-facing teams, usually yes. Productive is per seat with a 3-seat minimum and advanced features on higher tiers. Agiled's entry plans bundle the CRM, proposals, contracts, projects, time, and invoicing, so consolidating typically lowers cost at small sizes.

Does Productive have a seat minimum?

Yes, a minimum of 3 paid seats. A solo or 2-person team still pays for 3 seats. Agiled has no seat minimum.

Will I lose data if I leave Productive?

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

Related:

• Agiled vs Productive: full comparison
• Best Productive alternatives
• Migrate from Teamwork to Agiled
• Migrate from Scoro to Agiled
• Migrate from Accelo to Agiled

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