Click Here to get All of the core features you need to get started with this CRM Software to Grow Your Business



What is Agile CRM?
Agile CRM is a customer relationship management system that was created with agility. This CRM software is a jack-of-all-trades, providing a suite of sales, marketing, and service features wrapped up in an intuitive user interface. It has a lot of features, such as the following: Contact management, Project Management, Leads Management, Email Marketing, Web Management, Social Media Marketing and much more.
For this reason, we at Small Business Bonfire believe that Agile CRM is ideal for startups and small and midsize enterprises (SMBs).
Simple is that it is an all-in-one platform that integrates different aspects of your company, eliminating the need for several tools and simplifying processes. Its intuitive design also facilitates team uptake, regardless of size. Agile CRM is more than just a tool; it's the coxswain of your company, directing and organizing the activities of your crew and helping you succeed.

Features of Agile CRM

1: Project Management:
Agiled.app excels in project management, offering a range of tools that make it easy to plan, execute, and monitor projects. The platform’s interface is intuitive, allowing users to create projects, assign tasks, and set deadlines effortlessly. The Gantt charts provide a visual representation of project timelines, helping teams stay on track. Additionally, Kanban boards offer a flexible way to manage workflows, making it simple to move tasks through various stages of completion. Agiled also allows for setting milestones, ensuring that critical project deadlines are met and progress is consistently monitored.

2. Time Tracking:
Time tracking is crucial for businesses that bill clients by the hour. Agiled’s time tracking feature is both comprehensive and user-friendly. Employees can log their hours directly into the system, which are then automatically linked to specific projects and clients. This integration not only simplifies payroll processing but also ensures accurate and transparent billing. The time tracking tool can generate detailed reports, allowing managers to analyze productivity and identify areas for improvement.

3. Invoicing and Payments:
The invoicing system in Agiled.app is robust and highly customizable. Users can create professional-looking invoices with ease, using pre-designed templates that can be tailored to fit the company’s branding. Invoices can be sent directly to clients from within the platform, streamlining the billing process. For businesses with recurring projects, Agiled allows for the setup of recurring invoices, ensuring timely and consistent billing. The integration of multiple payment gateways means clients can pay online, which speeds up the payment process and improves cash flow.

4. CRM Capabilities:
Customer relationship management is a vital component of any business, and Agiled offers a powerful CRM tool to manage client interactions. The CRM module allows users to maintain a comprehensive database of client information, including contact details, communication history, and transaction records. This centralized approach ensures that all team members have access to up-to-date client information, fostering better client relationships. The CRM also includes lead management features, enabling businesses to track potential clients and manage sales pipelines effectively.

5. HR Management:
Managing a team involves a multitude of tasks, and Agiled.app simplifies this with its HR management tools. From employee onboarding to performance tracking, Agiled covers all aspects of HR management. The platform allows employees to submit time-off requests, which managers can approve or deny with just a few clicks. Performance tracking features enable managers to set goals and monitor progress, ensuring that employees remain motivated and productive. Additionally, payroll management is integrated into the system, making it easy to calculate salaries and handle payments.

6. White-Label Solutions:
For agencies and businesses that want to maintain a consistent brand experience, Agiled offers white-label solutions. This feature allows businesses to customize the platform with their branding, including logos, color schemes, and custom domains. By offering a branded experience, companies can reinforce their identity and provide a seamless experience for clients and team members alike.





User Experience
Agiled.app places a strong emphasis on user experience, ensuring that the platform is both powerful and easy to use. The clean, modern interface is designed to be intuitive, allowing users to navigate the platform with minimal training. The dashboard provides a comprehensive overview of all business activities, giving users quick access to key metrics and reports. Each module within the platform is designed with usability in mind, featuring clear layouts and logical workflows.
The customization options available in Agiled further enhance the user experience. Users can customize their dashboards to display the information most relevant to their roles, ensuring that they have quick access to the data they need. The platform also supports custom fields and workflows, allowing businesses to tailor the system to their specific processes.

Integration and Automation
One of Agiled’s standout features is its ability to integrate with a wide range of popular apps and services. This ensures that businesses can continue using their favorite tools while benefiting from the centralized management capabilities of Agiled. Some of the notable integrations include:

• Slack: For team communication and collaboration.
• Google Workspace: For email, calendar, and document management.
• QuickBooks: For accounting and financial management.
• Zapier: For connecting Agiled with thousands of other apps, enabling automated workflows.

The integration capabilities of Agiled extend beyond just connecting with other apps. The platform also supports API access, allowing businesses to develop custom integrations that meet their specific needs. This flexibility ensures that Agiled can grow and adapt alongside your business.
Automation is another key strength of Agiled. The platform includes a range of automation features that can save time and reduce the risk of human error. Users can set up automated workflows to handle repetitive tasks, such as sending follow-up emails, assigning tasks, or generating reports. This not only improves efficiency but also ensures that important tasks are never overlooked.

Security and Reliability
In an era where data security is a top concern, Agiled.app takes its responsibilities seriously. The platform employs robust security measures to protect user data, including encryption, secure servers, and regular backups. Data encryption ensures that sensitive information is protected both in transit and at rest, while secure servers provide a reliable infrastructure for storing data. Regular backups are conducted to ensure that data can be recovered in the event of a system failure or cyberattack.
Agiled also offers features that enhance security at the user level. Role-based access control allows administrators to define who has access to specific data and features, ensuring that sensitive information is only available to authorized personnel. Two-factor authentication adds an extra layer of security, requiring users to verify their identity using a secondary method in addition to their password.
Reliability is another area where Agiled excels. The platform boasts high uptime rates, ensuring that your business operations are rarely disrupted. In the event of any issues, Agiled’s responsive customer support team is available to provide assistance, minimizing downtime and ensuring that your business can continue to run smoothly.

Customer Support
Agiled.app offers exceptional customer support to ensure that users get the most out of the platform. Support is available through multiple channels, including live chat, email, and a comprehensive knowledge base. The live chat feature is particularly useful for quick queries and immediate assistance, while email support is ideal for more complex issues that may require detailed responses.
The knowledge base is an invaluable resource, offering a wealth of information on how to use the platform. It includes detailed guides, video tutorials, and FAQs, covering everything from basic setup to advanced features. This self-service option allows users to find answers to their questions at any time, reducing the need for direct support and enabling users to become proficient with the platform more quickly.
In addition to standard support, Agiled offers onboarding assistance for new users. This service includes personalized guidance on setting up the platform, importing data, and customizing the system to meet specific business needs. This ensures that new users can get up and running quickly and start benefiting from the platform without any delays.

Pricing
Agiled.app offers a range of pricing plans to suit different business sizes and needs. The plans are competitively priced, providing excellent value for the comprehensive feature set offered. The available plans typically include:

• Basic Plan: Ideal for freelancers and small businesses, offering essential features at an affordable price.
• Pro Plan: Designed for growing businesses, this plan includes additional features and higher usage limits.
• Enterprise Plan: For larger organizations, offering advanced features, customization options, and dedicated support.

Each plan includes a free trial, allowing users to test the platform and experience its benefits firsthand before making a commitment. This trial period is an excellent opportunity to explore the various features and determine how Agiled can best meet your business needs.



Pros & Cons
Pros

• Comprehensive feature set including project management, time tracking, invoicing, CRM, and HR management.
• Intuitive and user-friendly interface.
• Wide range of integrations with popular apps and services.
• Robust automation features for repetitive tasks.
• Strong security measures and high reliability.
• Excellent customer support with multiple channels.
• Flexible pricing plans suitable for different business sizes.
• White-label solutions for branding customization.

Cons

• Potential learning curve due to the extensive feature set.
• Some advanced features are only available in higher-tier plans.
• Possible integration challenges with certain third-party apps.
• Mobile app may have limited functionality compared to the desktop version.
• Higher-tier plans may be costly for very small businesses or freelancers.
• Requires stable internet connectivity due to its cloud-based nature.

Is Agile CRM worth it?
In summary, Agiled.app is a powerful and versatile business management platform that offers a comprehensive suite of tools designed to streamline and enhance various aspects of your business operations. Its intuitive interface, robust feature set, and integration capabilities make it an ideal choice for businesses of all sizes. The platform’s emphasis on security, reliability, and customer support ensures that users can trust Agiled to manage their business processes effectively.
Whether you are a freelancer looking for a tool to manage your projects and clients, a small business seeking to improve efficiency, or a larger enterprise needing a scalable solution, Agiled.app has the features and flexibility to meet your needs. By centralizing your business operations on one platform, Agiled helps you save time, reduce errors, and improve productivity, ultimately driving growth and success for your business.
Ready to transform your business operations? Try Agiled.app today and experience the difference for yourself!

Click Here to get All of the core features you need to get started with this CRM Software to Grow Your Business