Agiled

CRM (gestion de la relation client)

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This extensive business management platform streamlines operations for small businesses by integrating various functionalities such as customer relationship management (CRM), finance, project management, and human resources into a single interface. Key features include customizable workflows, automated invoicing, lead capture forms, and collaborative tools, all designed to improve productivity, improve client interactions, and simplify administrative tasks for entrepreneurs, freelancers, and small business owners across diverse industries.

Agiled se trouve dans CRM (Customer Relationship Management) catégories.

Les produits les plus similaires à Agiled sont :

TekMatix Promu → Karya → Upbooks → BookingTimes → Firmao →

Captures d'écran

Vidéos YouTube

Détails

Principales caractéristiques de Agiled

• CRM
  Manage all your customer interactions in one place, keeping track of leads, deals, and support tickets.
• HRM
  Easily manage your team, track attendance, and run payroll smoothly.
• Docs
  Create contracts and proposals easily with a document builder and collect e-signatures for quick approval.
• Forms
  Build forms to capture leads and gather information from clients using a simple drag-and-drop builder.
• Finance
  Manage your finances by sending online invoices, creating estimates, and selling products with subscriptions.
• Projects
  Manage your projects from one place, track tasks, and monitor time spent on each task.
• Workflows
  Create custom workflows to automate repetitive tasks and improve efficiency.
• Scheduling
  Easily schedule appointments, control your availability, and avoid conflicts.
• Mobile Apps
  Manage your business on the go with mobile apps available for Android and iOS.
• Online Chat
  Communicate with clients and team members in real-time through an online chat feature.
• File Manager
  Manage and share files with your team and clients, setting permissions for folders.
• Client Portal
  Provide your clients with a space to view their projects and communicate with you easily.
• Custom Branding
  Personalize your account with your own branding, including custom domains and email templates.
• Onboarding Flows
  Automate the process of bringing new customers on board with easy-to-follow flows.
• Template Library
  Access a library of templates for forms, projects, and contracts to save time.
• Integrate With Apps
  Connect Agiled with other apps you use to streamline your workflow.
• Multiple Currencies
  Send invoices and estimates in different currencies to accommodate international clients.

Avantages Agiled

• Invoicing
  The built-in invoicing feature makes it simple to bill clients and get paid faster.
• Automation
  You can automate repetitive tasks, which saves you time and helps your business run smoothly.
• Lead Capture
  You can create forms to capture leads from your website, helping you grow your customer base.
• HR Management
  Managing your team is easier with tools to monitor attendance and run payroll without hassle.
• Mobile Access
  With mobile apps, you can manage your business from anywhere, ensuring you never miss important updates.
• Time Tracking
  Agiled lets you track your time, ensuring you get paid for every hour you work.
• File Management
  You can manage and share files with clients and teammates, keeping everything organized and accessible.
• Contract Creation
  Agiled allows you to create contracts and proposals easily, saving you time and effort.
• Project Management
  You can manage your entire project from one place, which helps you stay on top of tasks and deadlines.
• Team Collaboration
  You can easily assign tasks to team members and work together more effectively.
• Customer Management
  Agiled helps you keep track of all your customers in one place, making it easier to manage relationships and stay organized.
• Appointment Scheduling
  Agiled helps you schedule appointments easily, reducing conflicts and making it convenient for clients.

Qui devrait utiliser Agiled ?

• Coaches
  They can manage their clients and projects smoothly, allowing them to focus on helping others.
• Marketers
  They can track customer interactions and manage projects easily, helping them win more deals.
• Accountants
  They can handle finances and invoicing efficiently, helping them get paid faster.
• Freelancers
  They can create invoices quickly and keep track of their clients, making their work easier.
• Photographers
  They can organize their work and clients in one app, making it easier to run their business.
• Digital Marketers
  They can automate tasks and track campaigns effectively, improving their marketing efforts.
• Virtual Assistants
  They can streamline tasks and manage multiple clients without getting overwhelmed.
• Legal Professionals
  They can create contracts and manage client documents easily, saving time on paperwork.
• Small Business Owners
  They can manage all parts of their business in one place, saving time and effort.

Insignes

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Technologies utilisées

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Programme d'affiliation