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Agiled Review

Agiled is a business management platform that integrates CRM, project management, HRM, invoicing, and proposals to consolidate various business functions into a single system.

shipped Sep 29, 2026productivityfreemium
Domain rating57Monthly visits6.7K/mo
productivity
Agiled — product screenshot

Why it matters

1Integrates CRM, project management, HRM, invoicing, and proposals.
2Includes features such as lead scoring, financial reporting, and a client portal.
3Offers AI-powered capabilities to support business processes.
4Provides a freemium pricing model.

Specs

API Docs

View Documentation →

API Available

Yes, public API

overview

What is Agiled?

Agiled is a business management platform that enables freelancers, agencies, and small businesses to consolidate various operational tasks. It aims to replace multiple disparate tools by offering integrated solutions for CRM, project management, invoicing, contracts, scheduling, and human resources (HR). The platform includes features such as lead scoring, financial reporting, and a client portal, providing an all-in-one solution for managing customer relationships, projects, and financial operations, with AI-powered capabilities to support business processes. Agiled is particularly suited for international service professionals, designers, coaches, and consultants who require deep workflow logic.

features

Key Features of Agiled

Agiled provides a comprehensive suite of features designed to manage the entire business lifecycle, consolidating various operational tasks into a single platform. Key features include robust CRM capabilities, detailed project management tools, and integrated financial operations.

  • CRM (Customer Relationship Management): Manages contacts, accounts, deals, pipelines, and lead capture through forms, including lead scoring.
  • Project Management: Offers Kanban boards, task assignment, time tracking, collaboration features, and support for dependent tasks and project templates.
  • Financial Management: Enables creation and sending of professional invoices and estimates, expense tracking, and online payment acceptance, with custom fields on invoices and estimates.
  • Proposals & Contracts: Facilitates drafting proposals and contracts from templates, e-signatures with IP tracking, and real-time status tracking.
  • Scheduling: Allows creation of appointment calendars, client booking, and availability management with automatic calendar syncing and confirmations.
  • Client Portal: Provides a branded portal for clients to view projects, pay invoices, and submit support tickets without consuming a paid user seat.
  • HR Management: Manages employee records, attendance tracking, leave requests, and payroll.
  • Automation: Includes basic CRM automation and workflows to streamline repetitive tasks.
  • Agiled AI: Integrates Chat, Work, and Workers for task assistance, assignment hand-offs, and progress tracking, including attaching source files for tasks.

use cases

Who Should Use Agiled?

Agiled is designed for a range of businesses and professionals seeking to consolidate their operational tools and streamline workflows. Its integrated approach makes it suitable for entities looking to manage customer relationships, projects, and financial aspects from a single platform.

  • Freelancers and Agencies: For managing client projects, invoicing, proposals, and CRM in a unified system.
  • Small Businesses: To consolidate various business functions like CRM, project management, HRM, and financial operations.
  • Service Professionals (designers, coaches, consultants): For deep workflow logic, scheduling, and client portal functionalities.
  • Businesses Aiming to Automate Workflows: To reduce manual busywork and improve efficiency across different departments.

how to use

How to Use Agiled

Getting started with Agiled involves setting up your workspace and configuring the various modules to suit your business needs. The platform offers a guided setup to assist new users.

  • 1Sign up for an Agiled account, utilizing the freemium model.
  • 2Complete the guided workspace setup to tailor the platform to your business.
  • 3Configure CRM by adding contacts, accounts, and setting up deal pipelines.
  • 4Create projects, assign tasks, and utilize Kanban boards for project management.
  • 5Generate invoices and estimates, track expenses, and set up online payment methods.
  • 6Draft proposals and contracts using templates and send them for e-signatures.

pricing

Agiled Pricing & Plans

Agiled operates on a freemium model, offering a free tier alongside paid plans that provide expanded features and capabilities. Specific pricing figures for paid tiers are not detailed in the provided data, but the freemium model indicates a basic set of features is available at no cost, with advanced functionalities requiring a subscription.

  • Freemium: Includes a basic set of features for initial use.

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Pros

  • +Consolidates CRM, project management, HRM, invoicing, and proposals into a single platform.
  • +Includes AI-powered capabilities to support business processes and automate workflows.
  • +Offers a client portal for improved client interaction and self-service.
  • +Provides comprehensive financial management features, including invoicing, estimates, and expense tracking.
  • +Supports e-signatures for proposals and contracts with IP tracking.
  • +Features continuous development with recent updates in 2026, including 'Flows' and 'Agiled AI Enhancements'.

Cons

  • −Specific pricing details for paid tiers are not publicly detailed.
  • −Integrations are currently limited to Google Calendar, with others like QuickBooks and Xero planned.
  • −While comprehensive, it may not offer the deep ERP functionality of platforms like Odoo.
  • −May not have the extensive collaboration and communication tools found in Bitrix24.
  • −Lacks the open-source customization and self-hosting options available with Dolibarr.

Policies

Pricing Page

View Pricing→

Similar Tools

Agiled vs Competitors

Agiled competes with several business management platforms, each offering distinct advantages in terms of feature breadth, integration depth, and pricing models. Its strength lies in consolidating multiple business functions into a single AI-powered system.

1
OdooOn Stork

Offers a comprehensive suite of fully integrated open-source business apps (CRM, ERP, accounting, project management, etc.) that can be used individually or together.

Odoo provides a broader ERP-like functionality compared to Agiled, allowing for deeper integration across more business functions, but requires more setup for multiple apps.

2
Bitrix24On Stork

Provides a full-stack CRM, project management, collaboration, and communication suite with a generous free tier.

Bitrix24 offers a more extensive set of collaboration and communication tools alongside CRM and project management, potentially offering more internal team functionality than Agiled's core.

3
Apptivo↗

Combines CRM, project management, invoicing, and email marketing into a modular system, ideal for service businesses.

Apptivo's free tier is more generous for integrated features (CRM, projects, invoicing) than many, but its modular app structure might feel less unified than Agiled's single dashboard approach.

4
Dolibarr↗

A web-based open-source ERP and CRM suite designed to manage various professional activities, including sales, HR, inventory, and accounting.

Dolibarr offers deep customization and full data control due to its open-source nature and self-hosting option, which Agiled does not provide, but it requires technical expertise for setup and maintenance.

5
PlutioOn Stork

An all-in-one platform specifically designed for freelancers and agencies, integrating projects, tasks, time tracking, invoicing, proposals, and CRM.

Plutio is highly regarded for its robust and refined feature set across projects, invoicing, and client management, often cited as a more polished alternative to Agiled for similar use cases.

See every Agiled alternative, compared→

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