Agiled Change Log
New feature
Sep 08, 2021

Introducing Project Kanban Boards🚀


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 😀. 

Announcement
Aug 17, 2021

Another Milestone Achieved. Thanks to You 😍🥳



 

Agiled has been shortlisted in the following reports by Capterra and Software Advice. 

 

  • Front Runner in Contract Management (Software Advice).
  • Front Runner in Expense Report  (Software Advice).
  • Capterra Shortlist for Expense Management.
  • Capterra Shortlist for Contract Management. 

 

You can also see these badges when you visit our page on Capterra 😄 .

 

This another milestone has been achieved only through your help, and we are just getting started 💪🏼.

 

Thank you so much for your support and love ❤️.












New feature
Aug 10, 2021

A New Era of Time Tracking ⏱ 



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: 

  •  A dedicated Time Tracking page with all your previous time logs grouped by days with many useful options. 
  • A new Timesheet page with different filters and options to manage time tracked by your team. 
  • A Time Tracking report with many other reports coming soon. 
  • Time Tracking Chrome extension announced previously. 

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. 

New feature
Jul 15, 2021

Using QuickBooks Integration like a Pro


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:

  • Invoices
  • Payments
  • Estimates

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:

  • Clients
  • Invoices
  • Payments
  • Expenses
  • Estimates

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 💪

New feature
Jun 17, 2021

Agiled is live in Zapier Marketplace


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).

                                            Create Your First Zap with Agiled

If you have other ideas for Zap Templates, you can let us know by replying to this email.

Improvement
Jun 07, 2021

Agiled is now significantly faster ⚡


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. 😍

New feature
Jun 01, 2021

Sell Products with Subscriptions 



As you know we have already made our subscriptions feature live, so wanted to give a quick overview of the feature to get you started.

Now with this new subscription feature, you can sell products and services more easily and bill your clients on autopilot.

For each product and service, you can now create multiple plans with complete control over payments and schedules. Then you can use these plans to create the subscriptions and send them over to the clients. Auto billing start once your clients subscribe/pays the subscription.

No more manual invoicing. Just define a plan and schedule for a product/service, add it to a subscription, get your clients to pay the subscription and tada... its done. 😱

In the video above, I gave a quick demo of how Agiled subscriptions work. Will be looking out for your feedback 🥳

New feature
May 07, 2021

Our Biggest Update So Far 🤯💣


Tonight we are excited like crazy to announce one of our biggest updates ever 🤩

                      Brand New CRM With Sales Pipelines

Our new CRM is jam-packed with the following features

  • Accounts Management
  • Contacts Management
  • Multiple Contacts under an Account
  • Multiple Addresses for Contacts
  • Unlimited custom fields.
  • Private Notes for Contacts and Accounts
  • Meeting Scheduling for Accounts and Contacts
  • Tasks for Accounts and Contacts
  • Email Logging for Accounts and Contacts
  • File Management for Accounts and Leads.
  • Email Client Integration (Gsuite, Office 365)
  • Deals and Sales Pipeline
  • Lead, Client, and Prospect role for Contacts

With this update, we have completely revamped our old CRM as we promised. This new CRM is now flexible for any kind of business.

We have already added lots of features to the new CRM, and we have many more planned down the road.

We have made migration to the new CRM really easy. You can transfer your clients and leads with our One Click Migration.

I gave a quick overview of our new CRM, please check out the video to learn more. Our team will be sharing guides, and tutorials to help you get acquainted with the CRM.

New feature
Apr 24, 2021

Introducing Outlook Integration 😍



We are back with another exciting update 😎

Our Outlook Calendar Integration is live as of today. Now you can sync your events from Outlook Calendar to Agiled anytime and also can send events automatically to Outlook Calendar every time an event is created in Agiled.

You can watch how this integration works in the above video.

Stay tuned as we have lots of other updates lined up for you 😉.

New feature
Apr 07, 2021

Major Update Alert 🚨 : Introducing Appointment Toolkit




I am super excited to announce that Appointment Toolkit is live in Agiled as of now. This is one of the most requested features and it brings Agiled another step closer to being an Integrated Business Management Platform.

With our new Appointment Toolkit, you can manage all of your appointments at one place. You can create multiple appointment types, set availability and even publicly share your calendar link.

Your leads and clients can use your public calendar link to book appointments with you. You can even share or embed this public link in your website, email or anywhere else.

As an admin, you can create appointments for your clients yourself as well as your clients will have an option to book appointments with you in their portal.

To see how it works, please watch the video above where I give a quick overview of this exciting update.

I am looking forward to your feedback. To keep you more excited, we are releasing integrations with Zoom and Outlook Calendar soon.