Agiled – An ALL-IN-ONE Business Management Tool | Best Business Management Software

Are you the type of person who likes to have 
everything gathered within the same tool,   then today's showcase might be for you. 
Today's product showcase is Agiled,   and it's an all in one business tool. 
When I first signed into Agiled,   it reminded me a lot about Bitrix24. As many 
of you probably know, you can basically do   everything related to your business within 
Agiled.

You can send out invoices, you can manage   projects, you can manage your employees, 
you can manage contracts and so much more. It's very easy to get started with 
Agiled. So without further ado,   let's dive into Agiled and test 
out their different modules.   When you sign into Agiled, this is basically your 
dashboard where you have all of the statistics   of your clients, projects, team-mates, 
hours logged, unpaid invoices and so on,   you have different graphs down here 
based on how much you're earning,   your tasks, how you're performing, what's 
pending, active projects and so on. A cool,   small thing is you can add sticky notes down 
here if there's something you just want to   remember and cannot forget, and then you 
will always have the sticky notes down here.

I will say, however, the arrow here is a 
little bit difficult to hit because of the   live chat right here. Now, over 
at the left side here, you can see   all of the different modules that Agiled contains. 
Up here we have if we want to start a timer,   track our time for a specific project, task or 
similar things. We have the active timers running.   We have our notifications if we've been mentioned, 
if we have any changes we need to be aware of. We have a quick menu here where we can go to 
the team, projects, finance, CRM contracts,   and time tracking. We can change the language and 
back to the dashboard. Then we can, of course,   configure the dashboard. If there's stuff we 
want to add or remove, if we don't find it   relevant, it works seamlessly well. But let's 
dive into their newest module, which is a   customer relationship module. It is very basic, 
but it has the functionality that you need.

Here you will have an overview of your 
different customers. And for each customer,   let's say an account could be a company. And for 
each company you will have contacts underneath   the company. They would lay in here 
and you can migrate from an old CRM   if you have used a CRM elsewhere. 
One thing to notice is the menu.   Every time I go into sub menu point, then it 
closes the menu. That's kind of annoying. That   could be an easy thing for them to fix 
in order to get a better UX experience. Furthermore, for your customers, you can of 
course, send them deals. This is basically offers   if they want a deal or an offer on a specific 
project, then you can create it here and then you   will have a pipeline where you can basically move 
the deal depending on your pipeline and where the   deal is in the flow. The next module is their HR 
module where you basically control and manage your   colleagues, so to speak, in here you will 
have a list of the different colleagues,   what their role is within Agiled.

You can make teams within your colleagues if you 
have a team for development, a team for marketing.   Furthermore, you can work on designation, 
attendance, holiday, leaves, payroll and   team-mates salary. So this means that you can 
manage the entire aspect of having employees,   colleagues. You can run payroll in here. You 
can control the vacation they take if they're on   leave, if they have sick days and so on. This is 
very, very great. The next step is their projects. So one thing to notice with all these 
modules is that they are very basic.   And this is what's well-known for these 
all in one business management tools.   That you get a lot of modules you can see 
out here there is almost 15 modules out here.   And that's awesome because you 
have everything collected.

However,   it's not so specific. A cool thing that, 
for instance, Heroku is doing is that   they take different elements from different 
companies, which means that, for instance,   let's say Agiled teamed up with other companies, 
let's say they teamed up with a salary company. Then that salary company is only focussed 
on making the best possible salary and   Agiled will basically just import that. So 
you had it in here and you could use it,   in this way. You would get so good 
modules in here. But of course,   this is a start and it's difficult to 
integrate a lot of different modules.   However, it is something they're working on 
in the future. But in here we have a project   management tool where we can make categories, 
we can get a Gantt chart, we can make templates. If there is a project that we do often, 
we can export to Excel and of course,   we can create a new project to get started. So 
in here it is quite extensive in the information   we need to add. For each project we can 
connect a client if that's what we want.   We can set some different elements here 
whether manual time is allowed or it has to   be logged by a timer.

We can set a start date, a 
deadline, or we can choose not to set a deadline. We can make a summary. We can set a 
budget allocated for this project.   And then, of course, we can start it. When we 
have the project ready this is what you see.   This is basically the project details view where 
it reminds me a lot of the dashboard we just saw.   However, we can't configure this the same 
way, that could be a nice feature to add.   But we can get an overview here of the 
budget we entered, which we didn't. Hours allocated earnings, expenses and 
so on. And then we can deep dive into   what members are attached to Agiled project we 
create here. Milestones, what tasks are under this   project? We can get a Gantt chart, we can see the 
files, invoices, time sheet, burn down charge,   discussion.

So one thing that's cool about 
Agiled is that everything is connected.   This project is connected to a client 
and to the client contacts are connected,   which means that invoices connected to this 
project, automatically is connected to the client. So this is a very cool thing that we have 
this streamlining. Now, if you go to the   automation module, we can set up workflows and 
flows in general. So imagine you have to do a   series of events and you basically do that 
a lot of times during the week or the month.   Then you can make the entire workflow here. So 
let's say that every time we finish a project,   we need to send the invoice to the client. 
We need to set the projects as done,   and we need to move the invoice to pending 
approval from client, for instance. Then we could basically set the different elements 
up here saying apply a project add the invoice,   send email to assigned contacts, for instance, 
with the invoice. Or if we make a deal,   we could set up that every time the deal 
is signed, send the contract to the client,   so we can finalise it.

The flows is a bit 
more simple. We can add a flow with different   types. Whether it is onboarding or on demand, 
what user should be connected to this flow? And then we can add different steps that every 
time a user is on board, they need to read and   sign a contract. They need to maybe some 
content. They need to download a file,   add a form, stuff like that. So that's 
a flow for either onboarding, a new   employee or colleague or on demand. If there's 
just some stuff you need, let's say that there   is some new stuff that you want to share with 
everyone. Then you can add this as a flow. In the finance tab here. You basically 
control all of your finances where you   have estimates of the invoices sent out, 
payments received, expenses, credit note   if you're running subscriptions, and then they're 
working on building in an accounting module, the   accounting module is definitely going to add the 
last cherry on top of everything so you can manage   your entire financial situation within Agiled. 
That'll be very interesting to see.

As mentioned,   they also have a contract module, whereas we have 
different types of contracts that you can create. So in here you can see that we have 
contract types. We have a client,   that we're going to attach this contract 
to, the amount that the contract is about   and so on. So this is basically the step 
after the deal. So when the deal is approved,   then a contract is sent to the client in 
this case where the client has to sign. And   then we have the deal approved, the contract 
signed, and we can now start on the project. In here we can send proposals to a client. 
It works more or less the same as the deals.   This is just a bit more specific, 
where you can choose the client,   what is the title of the proposal? How long 
is this proposal valid? And this is a very   important point because often you can send out 
an offer or proposal and then you don't hear from   the client.

But then one year after, they will 
come back to you and say, hey, we want this now. But then due to inflation and you're becoming a 
better freelancer or a company, then your prices   has highered and this proposal should then not be 
valid. So this is a great way. It's also another   way to create urgency around your proposal, saying 
to the client, hey, if you want this deal and this   proposal, which I have made specifically for you, 
I need an answer by in this case, second of July.   In here in the time sheet area, we can basically 
manage all of the time,tracking's whether it's my   own or it's my colleagues, and we can then control 
that everyone is tracking their time correct.

And then based on that, we can make time sheets. 
So let's say you have a part-time colleague   or a freelancer that you're using, then we 
can make time sheets in here. Furthermore,   if you are a development team or just a 
software team or you have a support online,   then this is a great thing for you because this 
is an entire ticket system. So let's say that   a client raises an issue for you.

Well, then in 
here you can create a ticket where you describe   everything and then the team who has to take 
care of it, whether it's the website team,   web development team or something third, 
they will be able to see it in here. And then you can follow the process for 
the ticket. And as soon as it's done,   you can get back to the client who raised this 
ticket and then tell them that it's fixed.   Depending on what plan you are on an Agiled, 
you have a storage amount as you see down here,   I have one hundred gigabytes. But this 
means that in here you can just drop   files. If there are files you want to share with 
everyone, let's say that there are some news. You can just share them in here or there are some 
specific documents or videos you want to save   you can save them in here. Then they have the chat 
functionality where you can chat with your entire   team in here. This chat is very basic. I would 
like to see that they maybe just integrated with   Slack because as far as I know, there's no better 
chat at the moment than Slack.

But this is also   back to the point where I would love to see a tool 
just integrating a lot of great tools to create an   all-in-one business management tool where the 
modules are just the best they can possibly be. Furthermore, they have a scheduling module 
down here where we have appointments   and events. So let's say that you want to have 
an event with your colleagues where you have to   go out and drink beers or something on a Friday. 
You can make that in here.

And then, of course,   for the different appointment, you can make 
it appointment types depending on what it is.   And this is similar for the projects, 
the clients, the HR and so on. For each module, you need to create types first 
in order for the module to work the right way.   Furthermore, down here, if you have some quick 
announcement you want to make to your team   or to the members within Agiled, you can 
make it in here where you can quickly at   a new announcement and then you can say to 
whether its to your clients or to your team-mates,   let's say that you are highering your hourly 
rate, well then you can send out to your clients,   hey, I'm highering my hourly rate 
you need to be aware of X, Y, C,.

One thing, I notice when I used that announcement 
module was that they change the plus they usually   have down here to move it up here. This is 
creating a bit of confusion because every time   I go to a module now, I need to check 2 places 
of where I need to create something within the   module. I would like them to align that because 
in the entire platform it is so streamlined.

The last two modules down here, except 
for reports, is the forms module. Here   you can quickly create a form if that's 
what you like, and then you can embed it   on your website or where you want this form 
to be embedded. This can be that you want to   gather some leads or you want some information 
or you just want to make a contact form. Well,   this is basically just drag and drop where 
you put in the different elements here. Let's say we want a header, a text area, a 
select box and so on. But as you can see,   it's very limited. I don't see the big 
value of this. I would more like to have   this functionality within an email tool or a tool 
that I can track everything around the form. This   is just very basic. And every time I pull over a 
field, it takes me down to the bottom of the page. The last element down here is items, in here 
it's basically if you're selling something,   it can be an e-book, it can be a course, 
it can be a physical thing.

Again,   this is very basic and I don't see the need for 
this. Maybe someone is using it, I didn't find a   need for it and how I would be able to use it 
the best way. To sum everything up, you have   a report module down here where you can pull 
out reports on either how the tasks are going,   a billing report, how income 
versus expenses are going. If you want to get an overview of your 
finances, if you want an attendance   report of how your colleagues are meeting 
in and tracking the time and so on. So the   report module is basically wrapping up 
all of the different business modules.   In order for you to get an overview of how it's 
going with your business and your company, so   this is definitely a great thing 
and especially because you have   everything in Agiled, then using the report 
module is just making it even more seamlessly.

In the settings sections in here is basically 
where you set up everything. So if you want   to use finances and you want to change your 
invoice to be a little bit more your style,   you can change the colours, you can 
change the design of the invoice.   The same you can do with the emails that's sent 
out from Agiled. You can control how they look   in the different modules here. You can control 
the colours. Then they have integrations down   here where you can integrate with HubSpot, 
SendFox, Active campaign, Asana and so on.

And this you can use for the forms, for instance, 
or whatever you would like to use it for. So you   can see all the settings here. I will not go into 
them. I will just show you briefly here the menu.   You can also set up a white label. 
You can make custom web hooks,   you can set settings for your chat and 
so on. The last thing is, of course,   they have a night mode where you can see Agiled 
in a night mode, if that's what you want. So, yeah, that's the different modules of 
Agiled. I've shown you briefly because it   is a huge system and I will not deep dive into 
the different elements. It's just to show you.   When we take a look at Agiled's pricing structure, 
it is very simple, whereas the competitors is   depending on the amount of members and the amount 
of users you add, then within Agiled, it's much   more simple.

You pay one price and then you get 
an amount of users that you can add to your plan. This is a huge bonus because often when it is 
that you add more members, it often gets a lot   more expensive. But Agiled is actually a decent 
price with the amount of users that you get.   Agiled has four different paid plans, whereas 
some modules differs and of course you get more   users you can add. They do also have a free plan 
if you want to get started and test out Agiled.   This is a great way to just try 
it out and see if it's for you. The competitors to Agiled is definitely 
HelloBonsai and Honeybook. And the thing   that's common between all of these all in 
one business management tools is the design.   They really know that their users spend a 
tremendous amount of time using their tools.   So the design really needs to be user-friendly and 
it needs to be nice to look at because you spend   so many hours looking at it and just managing 
it and navigating around within the system.

Taking a look into the future of Agiled, it seems 
very interesting. They're working on a browser   extension, which makes it possible for you to 
track your time on these different projects.   This is easy in terms of the invoicing. 
So if they can streamline everything that,   from they track their time, put it into 
projects and then furthermore into invoices,   people and the users can save so much time 
using this tool. Furthermore, they're working   on integrations, again this will save time 
if we can integrate to our economic system   or other different systems that are relevant 
for this all-in-one business management tool.

However, one thing is worrying me. If you take a 
look at Agiled's roadmap, a lot of the different   tools that they are building and the browser 
extension and the plugins and integrations   have been in progress for almost half a year 
now, and lot of them have been in progress   since mid last year. And it's a little 
bit worrying to see this as it is a huge   tool.

And I know it takes a lot of time to 
develop modules like this, but half a year   for a tool there are still a little bit in the 
beginning phase is a little bit worrying to see. I hope that they will catch up and start 
developing features and just shooting   them out to the users again. So yea using 
Agiled I have definitely saved a lot of time   as I could do everything within Agiled. I could 
work, I could use my projects, I could manage the   freelancers that I work with and so much more. 
I have everything collected in there.

And with   the features coming up and the entire streamlining 
of the system, it's just going to be even better. So, yeah, that's my review of Agiled   an all in one business management tool with 
an interesting future. If you liked the video,   please give it a thumbs up. If you're new 
to this channel, don't forget to subscribe.   And if you have any questions about Agiled or 
other products you would like me to review,   please leave a comment down below. Thank you so 
much for watching. Let's catch up on the next one..

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