Today Multiple Dashboards Update goes live for everyone🎉.
Before we dive in, check out this amazing tool.
CRM Dashboard gives you a bird's eye view of your contacts and deals.
It comes with valuable and actionable insights about your deals.
You can find our all new CRM dashboard by going to CRM -> Dashboard
Finance Dashboard gives you a quick overview of Financial Standing of your business.
Here you can see your Account Receivables, Revenue, Income vs Expense comparisons, and much more.
You can find your Finance Dashboard by going to Finance -> Dashboard.
If you can't find dashboards in your account, let us know so we can update your account.
I hope you like this update. We will be adding dashboards for other sections as well.
Today is a big day in history as your Agiled account got a big upgrade today😁.
We have totally revamped the way you import data in Agiled.
Here is the list of the updates:
We knew it wasn't very easy to import and map data before. So, based on your feedback, we have completely revamped our import features.
We are not done, yet 😉
We will keep improving it further to make it even easier based on your feedback ❤.
Say hello to our brand-new update to the CRM that is filters and tags. You can now tag your Contacts and Accounts to categorize them and then quickly search for them using filters.
Default CRM view has also been updated. It now shows tags as well as upcoming follow-ups (in case of leads)
You can use the newly added filters to search your Contacts and Accounts by dates, tags and roles etc.
Now you can change the Tax Term on Invoices and Estimates. Previously it was just VAT, but most of you wanted to use a different term like GST etc.
This update gives you the ability to change the Tax Term to anything you want.
To change the Tax Term, please go to Settings -> Finance Settings and scroll down to Tax Term.
Let us know what you think about this update 💪🏼.
Were you missing Kanban Boards per Project?
If yes, here is the good news. We are making Project Kanban Boards live for everyone today. All projects you create from now on will have their dedicated Kanban Boards.
Now you can manage and create multiple lists for each project and move tasks in between them. This will make project and work management much easier for you.
I hope you like this update 😀.
Today we are announcing a New Era of Time Tracking in Agiled🎊. We have totally revamped our time tracking experience to make tracking time a breeze.
This update includes:
In the above video, I gave a quick walkthrough of our new Time Tracking experience.
Please note that the same Time Tracking experience is available for your teammates on the member side as well.
As you know we released our QuickBooks Integration a while ago. It supports two way sync to keep your financial information between Agiled and QuickBooks in Sync ✨
Using this Integration, you can send the following data to QuickBooks from Agiled automatically in Real Time:
This sync is automatic and every time an Invoice, Estimate or Payment is created in Agiled, it is synced automatically to QuickBooks (Invoices and Estimates are not synced unless they are sent to clients.).
You can also sync the following data from QuickBooks:
This import of data from QuickBooks is manual and you will have to manually sync your data by visiting QuickBooks Integration page. Records that are already available in Agiled are ignored to avoid duplication.
For more details, please watch the video above where I gave a complete demo on How to Use Agiled's QuickBooks Integration like a Pro 💪
We have another exciting news for you. Our Zapier integration is now live on Zapier Marketplace.
We have completely revamped our Zapier Integration 1.0 to make it easier to use for you. We have 24 Actions and 30 Triggers in our integration now, and we will keep adding more.
Along with that, we have added a lot of ready to use Zap Templates. You can use these templates to create Zaps with one click.
You can use these triggers, actions, and templates to integrate Agiled with more than 3000 apps on Zapier to automate your business. You can create any type of automation and scenarios you want to make your business more productive. Possibilities are endless.
Our integration is in Beta right now, and we need your help to make it public. We need more than 50 active users to make it public on Zapier Marketplace. So, please go ahead and create your first Zap with Agiled (You can use our Zap templates).
If you have other ideas for Zap Templates, you can let us know by replying to this email.
We have been receiving some complaints about our loading speed, so our team has been working tirelessly over the weekend to upgrade and optimize our servers.
We are happy to share that our team's efforts were successful, and we were able to reduce our speed significantly. You should be noticing the change on your next visit.
We would like to add that we are not done yet. Loading speed now looks great, but we are working on the options to optimize it even more, and you will see more improvements in the speed in a week or so.
We would like to thank all of you for your feedback and for reporting the issues to us ❤. Also, you might have faced some minor issues while we were making these optimizations live. We would like to apologize for the inconvenience.
User experience is something that we take very seriously and a part of our team is always working to make it better and better. You will see a lot of improvements in the coming days, weeks and months.
We would not have reached this point without your help, so I am truly thankful to all of you. 😍