If you earned a dollar for every time you switched between tools to manage your leads, clients, projects, finances, and employees, you’d probably be retired by now. Unfortunately, there’s no magical genie granting you dollars for juggling inconvenient tasks. But there’s a solution that feels just as extraordinary: Agiled.
Agiled is a comprehensive business management tool designed to simplify your workflow. Instead of relying on multiple platforms for different tasks, Agiled brings everything you need into one place. With Agiled, you can seamlessly manage your leads and clients, streamline project workflows, handle finances efficiently, and oversee employee activities—all from a single platform.
Its user-friendly interface and powerful features help businesses of all sizes save time, reduce errors, and focus on growth. Say goodbye to tool-hopping chaos and hello to streamlined productivity with Agiled. It’s the smarter, easier way to keep your business running smoothly.
What is Agiled?
Agiled is an integrated white-label platform that consolidates and streamlines all your business operations. It is designed to manage contracts, sales pipelines, proposals, contacts, projects, finances, and teams all in one place. This makes it an ideal choice for accountants who need to keep track of numerous clients and financial transactions.
Key Features of Agiled
- Manage contracts, sales pipelines, proposals, contacts, projects, finances, and teams all in one place
- Create invoices and estimates while tracking expenses and accepting online payments from one dashboard
- GDPR-compliant
- Integrates with Asana, HubSpot, Plutio, Quickbooks, SendFox, and more
Client And Lead Management
Agiled organizes your processes, making it easy to manage clients and leads with a white-labeled client portal for each client. Add clients and leads with the built-in CRM or quickly import them through integrations with other CRMs. You can even create multiple sales pipelines right from Agiled’s CRM.
Project Management
Agiled’s comprehensive project management features make it easy for you to organize your projects and ensure on-time delivery. You’ll be able to get started quickly and create projects with customizable project templates. Start and manage all your tasks, dependencies, and milestones from one dashboard, or create different workflows and automation to save tons of time.
Financial Management
Agiled also lets you send professional project estimates and invoices right from the platform. After creating and sending an invoice, you can send payment reminders and accept online payments by integrating Stripe, PayPal, or Mollie. Make accounting a cinch by configuring ledger settings and using client subscriptions to bill clients on autopilot.
Contract Management
Need to draft a contract? Create client contracts right in the Agiled contract dashboard, organizing them by category. Add private notes in the contract, and send it to customers via a link or PDF email attachment so they can sign online. Simple client onboarding flows mean less hassle for you and your clients.
Why Agiled is the Best CRM Software for Accountants
Agiled is designed to make the lives of accountants easier by consolidating all their business operations into one platform. Here are some reasons why Agiled stands out:
- All-in-One Solution: Manage everything from clients to finances in one place.
- Integrations: Seamlessly integrates with other popular tools like QuickBooks and HubSpot.
- Ease of Use: Intuitive design makes it easy to get started and manage your tasks.
- Customization: Customizable project templates and workflows to fit your specific needs.
- Professionalism: Send professional invoices and contracts directly from the platform.
Frequently Asked Questions of Best CRM Software for Accountants.
What Is The Best Crm Software For Accountants?
The best CRM software for accountants is tailored to their specific needs.
Why Do Accountants Need Crm Software?
Accountants need CRM software to manage client relationships and streamline their workflow.
Which Features Should Accountants Look For In Crm Software?
Accountants should look for features like client management, invoicing, and reporting.
How Does Crm Software Improve An Accountant’s Efficiency?
CRM software improves efficiency by automating tasks and centralizing client information.
Conclusion
In conclusion, Agiled is the best CRM software for accountants looking to streamline their business operations. With its comprehensive features and integrations, you can manage all aspects of your accounting practice in one place. For more information, visit Agiled.
