Raise your hand if you’re tired of wasting time jumping between tools to manage your business. Don’t worry, Agiled is here to save the day! Today I can’t wait to tell you about the app that’s going to streamline your entire day.
Agiled is an all-in-one, white-label ready business management platform that has all of the tools you need to manage your business. Alright, if there’s one thing you should know, it’s that Agiled comes jam-packed with features, so let’s get into it. The first thing I want to show you is how to make Agiled feel like home. You can white-label the entire platform.
Make Agiled look and feel like your brand by adding your custom domain, uploading your logo, and even sending emails from your custom SMTP. Now let’s take a tour of Agiled’s many features.x
First, we’ve got the CRM. Your clients and leads act as Contacts under “Accounts.” Here, you can manage all of the information related to your clients, including their contact details, related tasks, notes, meetings, and much more — like connecting your email client to handle all communication in one place.
You can also invite clients to their very own white-labeled portal! Next I want to show you how to use Agiled’s proposal builder to turn your leads into clients. These multi-page proposals come complete with cover pages, branding, and more to convert more sales! Once you’ve converted those proposals into projects, you’ll probably want to manage them. Here in the Project Management module, you can quickly search to pull up any of your projects.
The project dashboard gives you an at-a-glance view of your project’s crucial information, your budget, and upcoming birthdays and milestones.
And of course, every aspect of a project can be managed here. Next, I want to show you the Finance Module, which is super expansive — and growing all the time! In fact, Agiled now includes accounting and client subscription features within the platform! You can create estimates and invoices, track expenses, and record payments.
Estimates and contracts can be accepted and declined on the spot! This is barely the tip of the iceberg when it comes to Agiled. Over in the Tickets module you can manage all of the support tickets created by your users, and add agents, ticket channels, articles, and reply templates to make customer service easy. You can also make HR easy in Agiled’s HRM. Manage your employee details, add departments, assign roles, check attendance, and even handle payroll and payments via the Transferwise integration.
Like clients, your employees also get their own white-labeled portal. We have barely scratched the surface of what Agiled offers. Real quick, let me run through some of the new features that have recently hit the platform: You’ve got an appointment toolkit and updated time tracking.
Then, get your workflow right with customer onboarding flows, workflow automations, and awesome new integrations like Zoom, Quickbooks, Google Calendar, and more! And last but certainly not least, the Chrome extension makes Agiled that much easier to use.
Seriously, what else could you need? Agiled has everything you need to run your business in a single, streamlined platform. So what’re you waiting for? Get your hands on Agiled today. https://appsumo.com/products/agiled/