
If you had a dollar for every time you had to switch between tools to manage your leads, clients, projects, finances, and employees, you could retire comfortably.
But since there isn’t exactly a genie who grants dollars for inconvenient tasks, you’ll have to settle for the closest thing to magic.
Introducing a comprehensive business management tool that lets you manage all your processes in one place: Agiled.
Agiled is an all-in-one, white-label ready business management platform for managing clients, leads, finance, projects, tasks, employees, and more.
Table of Contents
Add clients and leads with the built-in CRM
Agiled organizes your processes, making it easy to manage clients and leads with a white-labeled client portal for each client.
Add clients and leads with the built-in CRM or quickly import themthrough integrations with other CRMs. You can even create multiple sales pipelines right from Agiled’s CRM.
This platform works seamlessly with HubSpot, SendFox, Asana, Plutio, Active Campaign, Freedcamp, FreshBooks, QuickBooks, Zoom, Mailshake, and more.
You’ve even got access to Zapier, custom webhooks and API, and an Integromat integration—plus, unlimited custom fields for accounts and contacts to store all your lead data in one place.

Use the built-in CRM to manage clients, leads, and sales pipelines
Agiled’s comprehensive project management features allow you to organize your projects and ensure on-time delivery.
You’ll be able to get started quickly and create projects with customizable project templates.
Start and manage all your tasks, dependencies, and milestones from one dashboard, or create different workflows and automations to save tons of time.
The dashboard includes progress tracking, file sharing, and time logging features, making collaborating and meeting deadlines easier than ever.

Manage projects and automate tasks to make your business work for you
Agiled also lets you send professional project estimates and invoices right from the platform.
After creating and sending an invoice, you can send payment reminders and accept online payments by integrating Stripe, PayPal, or Mollie.
Make accounting a cinch by configuring ledger settings and using client subscriptions to bill clients on autopilot.
You can use the financial dashboard to track and approve expenses logged by your team, as well as generate financial reports.
Get lifetime access to Agiled!