Agiled

What Agiled is

Agiled is an all-in-one business management platform built for service businesses: agencies, freelancers, consultants, and other firms that sell services and manage client relationships. Instead of juggling separate tools for CRM, projects, invoicing, and scheduling, Agiled bundles them into one workspace where a team of any size can work together without switching between tabs. The company describes it as purpose-built modules that work individually or together, so you can start with what you need and grow from there. It is positioned as a complete replacement for a stack of point solutions: instead of CRM, then projects, then invoicing, then contracts, the whole cycle lives together. The company emphasizes stopping the cost bleed of tools that do not talk to each other, keeping clients updated through one branded portal.

What you build and how

You build the entire operational backbone of a service business. The platform starts with CRM for managing leads, deals, and client relationships through customizable pipelines. Contacts and projects stay linked on a single timeline, so context follows you through the whole client lifecycle. Forms capture leads from your website, and tickets track client support issues without losing track in email. Every interaction lives in one place, making it easy to follow up, upsell, or prepare for the next project with full context.

Project management covers projects, tasks, and milestones, with team members assigned to each piece of work, in kanban, list, and Gantt chart views, plus project templates for repeatable workflows. Time tracking is built in per task and project, and the company says tracked time and milestones convert into an invoice with one click, cutting the manual bookkeeping step. A contracts module handles estimates, proposals, and contracts, and the company's comparison material describes Agiled's proposals as coming from an AI builder. The invoicing module includes recurring billing and online payments.

Invoicing converts projects and time into bills that clients pay online, and the company says your books stay up to date automatically. Expenses are tracked too. The site's sample dashboard shows revenue, outstanding amounts, paid totals, and expenses, plus a table of recent invoices with paid, pending, overdue, and draft statuses, so you can see the financial state of the business at a glance.

Clients get a fully branded client portal. In the company's words, it is "a fully branded client portal where your clients can view projects, approve proposals, sign contracts, pay invoices, submit support tickets, and communicate with your team, all under your own brand." Scheduling adds booking pages, built in with no embed required. An HR module covers employee management, attendance, and leave, which matters if you want one system for both the client side and the team side of the business. Booking pages carry your branding, availability rules and buffer times, and sync with Google Calendar. The site also links to iOS and Android apps for CRM, invoicing, projects, and scheduling on the go.

Automation is its own module, and the company pitches it as a way to "automate the busywork you shouldn't be doing." Workflows are built in a visual node-based editor: a trigger fires on an event in any module, conditions branch the flow, delay steps wait, and actions send an email or route a record to a team. The examples on the home page are practical ones: when a deal closes, spin up a project; when an invoice is overdue, send a reminder. The sample workflow screen shows a run history with completed and failed counts and an average runtime, so a builder can see whether an automation is actually firing.

AI Agents sit beside Workflows in the product navigation. The home page describes an assistant that works across every module rather than in a silo: you can ask it to draft a proposal, summarize a client's history, or flag overdue invoices, and it offers context-aware chat over your business data, drafting of emails, proposals and reports, and autonomous task execution with human-in-the-loop approval. Documents and file management have their own module, with templates for proposals and contracts, built-in e-signing, and tracking of when a document is viewed and signed. Files can be shared with clients through the portal.

All modules are included in every plan and work together from day one, so a freelancer can start with just CRM and invoicing, then add projects, HR, or scheduling later without any data migration. The interface is intentionally simple, with the company claiming most teams are fully onboarded in under a week with no IT help. The site lists Agiled AI as a feature. The platform exports your data anytime and runs month-to-month with no long-term lock-in. The FAQ says Agiled integrates with over 100 tools, naming Stripe, Google Calendar, Zoom, Slack, QuickBooks, and Zapier among them, and the API and webhooks cover custom connections.

Plans, pricing and support

Agiled offers a free 14-day trial, with "No credit card required" printed beside the signup button. The FAQ describes "simple per-user pricing" where all plans include access to every module (CRM, projects, invoicing, scheduling, client portal, and more). One of the company's comparison pages lists Agiled's tiers: a limited free workspace, then Starter at $24 a month billed annually for 1 seat, Pro at $59 a month billed annually for 3 seats, Business at $99 a month billed annually for 7 seats, and Scale at $199 a month billed annually for 15 seats. The FAQ promises no hidden upsells and refers readers to a pricing page for plan comparisons. The company built the platform specifically for the way service businesses work, with modules that can be adopted one at a time but stay connected from day one.

The company hosts data on secure cloud infrastructure with 99.9% uptime. Email and chat support are available on all plans, with priority support and dedicated onboarding on higher tiers. A knowledge base and video tutorials are available to all users, and the company mentions a community as well. The FAQ states you can run Agiled alongside current tools during transition and offers free migration support to import contacts, deals, projects, and invoices from other platforms. The company says it uses enterprise-grade encryption and regular backups and follows industry-standard security practices. The site's footer links to Security, GDPR, and DPA pages. Data export is unrestricted, so you retain full control and can leave anytime.

The site positions the platform as designed for agencies, freelancers, consultants, photographers, and designers, and the industries section adds coaches, event planners, accountants, legal professionals, real estate, construction, and landscaping, with a link to "60+ industries." The headline argument for the bundle is the line "Stop paying $200+/month for tools that don't talk to each other." The company says it is "Trusted by 15,000+ businesses" and shows review scores of 4.7 on G2, 4.6 on Capterra, and 4.5 on Trustpilot. One testimonial on the home page, credited to Lisa K., an interior design studio owner, sums up the portal case: "Our clients used to email us asking 'where's my invoice?' Now they log into their portal and see everything."

Who it suits

Agiled is built for freelancers and small to mid-sized agencies that want one coherent system instead of a patchwork of tools. A solo consultant can start with CRM and invoicing immediately; a growing agency can add projects, HR, and scheduling later because every module works on its own. Service businesses that invoice by project or time, manage client relationships, and need a professional portal for client communication will find the all-in-one approach saves money and onboarding friction. Photographers, designers, consultants, and agencies are explicitly named as target audiences.

The limitation is scope: Agiled focuses on service businesses and may not fit product teams, SaaS companies, or retailers. Pricing is per user, so cost scales with team size. Agiled is also a business-management suite rather than a portal builder: you configure its client portal, you don't design a custom portal from scratch, so a business whose portal is the product itself may want a portal-first tool. The company's own comparison material says Agiled offers a branded portal but does not match a portal-first product's polish or healthcare compliance.