Hands up if you’ve ever wished for a magic wand to manage your clients! Okay, maybe not a literal magic wand, but wouldn’t it be great to have a tool that just gets you? The kind that helps you tackle chaos, stay on top of everything, and maybe even make your workday a bit more fun? This is where a client management tool is important. It helps you keep everything running well.

Now, you’ve probably heard of Taskip and Agiled. These two tools are making waves but for very different reasons. Need a simple way to manage tasks and keep clients happy? Taskip is your straightforward helper, especially if you run a digital agency. Want everything you need to manage your business in one place? Agiled is a powerful tool that combines client info, projects, and payments.

But how do you choose the one that’s right for you? That’s what we’re here to figure out. We’ll go through the features, pricing, and ideal use cases of each, so by the end, you’ll know exactly which tool fits your workflow. Let’s find the one that feels like it was made just for you!

Taskip vs Agiled: At-a-glance Comparison

When it comes to choosing the right client management tool, a side-by-side comparison can make all the difference. Below, we’ve broken down the key features, pricing, and ideal use cases of Taskip and Agiled into an easy-to-read table. 

Features	Taskip	Agiled
CRM	Contact management to organize and oversee business contacts in one location.	Manage contacts, track deals, and handle customer interactions effectively.
HRM	Not available.	Oversee employee management, including attendance, leave tracking, and payroll.
Financial Management	Create, send, and monitor invoices and quotations seamlessly; integration options are available.	Generate invoices, send estimates, track expenses, and manage financial workflows.
Project Management	Plan, oversee and deliver projects on time with task tracking and scheduling tools.	Plan, manage, and collaborate on projects effectively with integrated team tools.
Document Collaboration	Store, share, and collaborate on documents with team members and clients.	Generate contracts and proposals easily; collect e-signatures through integrated features.
Automations	Consolidates real-time communications but lacks advanced task automation.	Automate workflows, tasks, and routine processes for enhanced productivity.
Scheduling	Schedule, manage, and monitor meetings effectively.	Manage appointments and events with clients and team members in real-time.
Unified Inbox	Consolidate communications by managing emails in real-time.	Not explicitly mentioned, but includes client communication features via the platform.
Support Ticket System	Handle customer support queries efficiently.	Not explicitly mentioned.
Price	$59/month on the Agency plan	$83/month on the Business plan
Best For	Digital agencies seeking simple and streamlined client and project management.	Businesses wanting an all-in-one platform with CRM, HRM, invoicing, and automations.

Taskip vs Agiled: Features Comparison 

We’re taking a closer look at two popular tools in the market, Taskip, and Agiled.

Both Taskip and Agiled say they’ll make your business life easier by putting everything in one place. Now, here’s where it gets a bit like choosing what’s for dinner. Agiled is like that massive buffet – tons of options for everything you could possibly need. Taskip, though, feels more like a carefully planned menu, especially if you’re running an agency. It really focuses on the stuff you actually do day-to-day, like talking smoothly with clients, getting projects done without a hitch, and your team working together like a well-oiled machine.

Think of it this way: Agiled’s got everything under the sun, while Taskip is designed to help your agency truly knock it out of the park for your clients. If your team loves things to be focused and built for exactly what you need, Taskip might just be the perfect fit.

Intrigued? Let’s peek under the hood and see what makes Taskip and Agiled so special.

How Taskip Works and Why It Stands Out

Taskip is a smart solution designed to make project and client management a lot easier. It’s all about simplifying workflows for businesses, agencies, and freelancers so they can focus on what really matters without the hassle. With Taskip, everything is brought together on one platform, making it easier to stay organized and on track with goals. What really sets Taskip apart is how it balances productivity and collaboration, creating an environment of trust and transparency. It’s not just about getting things done—it’s about building a smooth experience where teams and clients can work together effortlessly. Taskip is here to help you save time, reduce stress, and achieve your goals more efficiently.

Key Features of Taskip

1. Sales Pipeline – Keep Your Leads Organized

For agency owners, managing leads can quickly become chaotic. Taskip’s sales pipeline organizes your leads into a visual flow. Whether they’re in the discovery phase or close to finalizing, you can track where each deal stands.

• How it works: You drag and drop leads as they move through various pipeline stages, such as “Negotiation” or “Approved.”
• Why it matters: It keeps you clear-headed. No more guessing what needs follow-ups or who’s ready to sign the dotted line.

2. Contact Management – Make Every Client Feel Valued

Got client details scattered across spreadsheets? Contact management on Taskip makes life easier by keeping everything in one place.

• How it works: Each client gets their own profile where you can store their contact details, project history, or even private notes.
• Why it matters: When you treat clients like you remember the finer details, you foster trust and loyalty.

3. Task Management – Break Projects Into Bite-sized Pieces

Tasks are the building blocks of your projects, and Taskip ensures none fall through the cracks.

• How it works: Create tasks, assign them to specific team members, and set deadlines. The dashboard gives you a bird’s-eye view of progress.
• Why it matters: You’re not left chasing updates. The system keeps everyone aligned.

4. Document Collaboration – Share, Edit, and Agree in One Space

If your team relies heavily on sharing files with clients or internally, Taskip’s document collaboration feature is a game-changer.

• How it works: Upload files to Taskip where you and your client or team can review, edit, and comment.
• Why it matters: No more sending files back and forth over email or using third-party tools. It’s convenient and keeps everything centralized.

5. Invoices and Quotations – Bill With Confidence

Cash flow is the lifeblood of any agency. Taskip handles invoicing with ease.

• How it works: Quickly create invoices and quotations using customizable templates. You can automate reminders for overdue payments.
• Why it matters: It’s fast, professional-looking, and ensures you get paid on time.

6. Support Ticket System – Stay Responsive

Client queries piling up in emails can get ugly fast. With Taskip’s support ticket system, you can stay on top of every request.

• How it works: Clients submit tickets, assign them to the right team members, and track their resolution.
• Why it matters: No more lost or ignored inquiries and quick resolutions keep clients happy.

7. Meeting Scheduler – Stop the Back-and-Forth Madness

Trying to set up meetings with clients or your team? Taskip’s meeting scheduler saves time.

• How it works: Sync Taskip with your calendar, share your availability, and allow clients to pick a time. Automated reminders do the rest.
• Why it matters: It cuts down on emails and ensures everyone stays on track.

8. Unified Inbox – One Inbox. Zero Chaos

If juggling client emails, task updates, and reminders across platforms is your daily headache, Taskip’s unified inbox solves that.

• How it works: It pulls all communications into a single dashboard. You can filter messages by priority, labels, or projects.
• Why it matters: You reclaim time and mental space previously lost in apps and tabs.

Why Taskip Could Be Your Best Bet

While Agiled and Taskip each bring competitive functionality, Taskip is laser-focused on the challenges of running a digital agency. Its simplicity (paired with all the right features for agencies) means you’re not distracted by tools you’ll never use.

By consolidating communication, project management, and client interaction in one place, Taskip gives you the trifecta of productivity, organization, and clarity. This focus allows you to spend less time managing systems and more time delivering brilliant work to your clients.

Take the time to assess what your business needs. And if you’re going the Taskip route, get ready to streamline your workflows, impress your clients, and say goodbye to unnecessary clutter.

Why not give Taskip a spin and experience the difference for yourself?

How Agiled Works

Anyone who’s run a business knows the daily balancing act. You’re not just doing the work; you’re managing people, chasing invoices, and trying to keep a million things on track. It’s easy to feel like you’re constantly playing catch-up. That’s where Agiled comes in, offering a helping hand to simplify things.

Agiled is built to be your central spot for managing everything in your business, from your customer relationships to your team, your money, and your projects. It’s like having a dedicated operations manager built right into your computer. Whether you’re a freelancer trying to stay organized or a growing business needing more structure, Agiled aims to make your day less stressful and more productive, if you’ve been searching for a way to finally feel on top of things, Agiled could be the answer.

Ready to see what makes it tick? Let’s dive into Agiled’s key features and explore how they can make a real difference in your day-to-day.

Key Features of Agiled

Agiled stands out because it consolidates multiple tools in one platform, reducing the need for businesses to hop between software. Here’s how it works and what you can expect.

1. Customer Relationship Management (CRM)

Every interaction with a client matters, and Agiled’s CRM ensures you stay on top of it all.

• How It Works
  Agiled’s CRM lets you manage client information, interactions, and deals in one place. You can track the status of leads, monitor sales pipelines, and maintain client profiles to make personalized follow-ups easier.
• Benefits
  By using Agiled’s CRM, businesses can boost client satisfaction with timely communication and build stronger customer relationships. Plus, the clarity it provides on sales processes can help drive conversions.

2. Human Resource Management (HRM)

Managing your people doesn’t have to be a headache. Agiled’s HRM tools help streamline employee management.

• How It Works
  You can onboard employees, track attendance, and even manage leave requests directly within the platform. The employee directory offers quick access to all team member profiles, making workforce management simpler.
• Benefits
  With HR tools built into the platform, you save time on tedious admin tasks while ensuring your team feels supported.

3. Financial Management

Agiled takes the stress out of managing your business’s finances with tools that handle invoicing, expenses, and payments.

• How It Works
  Create professionally designed invoices and quotations within minutes using customizable templates. Track expenses and categorize them for better financial insights. Plus, you can receive payments with integrated payment gateways like PayPal and Stripe.
• Benefits
  Agiled ensures smooth financial operations, minimizes errors, and offers real-time insights into cash flow. It’s a game-changer for staying on top of your financial health.

4. Project Management

Staying organized while managing multiple projects is no small feat, but Agiled makes it simple.

• How It Works
  With tools like Kanban boards, list views, and Gantt charts, you can manage tasks, assign deadlines, and monitor project milestones. You can also track team performance and ensure every project progresses smoothly.
• Benefits
  Agiled’s project management features ensure nothing falls through the cracks, improving productivity and keeping teams aligned.

5. Workflow Automations

Nobody likes repetitive tasks, and Agiled helps by automating routine workflows so you can focus on what matters most.

• How It Works
  Automate tasks like sending follow-up emails, updating project statuses, or notifying clients about deals. Set triggers and conditions to streamline these processes without manual intervention.
• Benefits
  Automations save time, boost efficiency, and reduce the chances of human error in critical workflows.

6. Scheduling Tools

Agiled’s scheduling tools make it easier to plan your time without losing track of important meetings or deadlines.

• How It Works
  Sync your calendar to Agiled, invite clients or team members to meetings, and schedule recurring appointments. Automatic reminders ensure no one forgets their commitments.
• Benefits
  Scheduling tools keep everyone organized and reduce the chaos of manual planning.

7. Document Collaboration

When multiple people need to work on the same document, Agiled’s document collaboration feature shines.

• How It Works
  Upload documents to the platform and share them with clients or team members. Team members can edit or review the files in real-time, ensuring collaboration happens without the need for external software.
• Benefits
  With everything centralized, you reduce version control issues and boost team efficiency when working on shared documents.

8. Client Portals

Agiled strengthens client relationships by providing them with direct access to critical information.

• How It Works
  Clients can log into their portal to view progress reports, pay invoices, approve projects, or raise tickets. It’s a one-stop platform for client interactions.
• Benefits
  This self-service portal empowers clients while reducing back-and-forth communication.

Why Choose Agiled?

Agiled’s biggest selling point is how it consolidates essential business tools into one powerful platform. By unifying operations, businesses can ditch the need for multiple subscriptions and software tools.

Whether you’re managing clients, running projects, or tracking finances, Agiled offers unmatched convenience. Its intuitive design means even non-technical users can adapt quickly, and its comprehensive features ensure businesses can scale efficiently.

If you’re a business looking for a complete solution to manage your operations, Agiled is well worth your attention. It combines everything you need, from CRM and HRM to project management and automation, in a single platform. The result? Streamlined workflows, better communication, and improved productivity.

Pricing Comparison: Taskip vs. Agiled

When it comes to picking the right platform for your business, pricing is always a big factor. But it’s not just about how much you’re spending; it’s about how much value you’re getting for your money. Comparing Taskip and Agiled is like looking at two different types of investments. 

Feature/Plan	Taskip	Agiled
Free Plan	Free (Starter)	Always Free
Basic Plan	$19/month (normally $39)	$25/month
Premium Plan	$39/month (normally $59)	$49/month
Business Plan	$59/month (normally $99)	$83/month
Users	1-20 Users (depending on the plan)	1-15 Users (depending on the plan)
CRM Contacts	1000-5000 Contacts (depending on the plan)	Unlimited Contacts in CRM (Pro and above)
Projects & Tasks	Forms Unlimited, Documents Unlimited, Tasks	Unlimited Projects & Tasks (Pro and above)
Automation & Workflows	Available (Team and above)	Available (Premium Plan)
Team Members	1-25 Members (depending on the plan)	3-15 Members (depending on the plan)
Storage	5GB to 20GB (depending on the plan)	N/A
White Labeling	Available (Agency Plan)	N/A
Accounting & Payroll	Available (Agency Plan)	Available (Business Plan)
Client Portal	Available (All Plans)	Available (All Plans)

Here’s where things get interesting. If you’re running a digital agency, Taskip’s pricing stands out because every tool on the platform is designed with your workflow in mind. You’re not paying for unnecessary extras like HRM if employee management isn’t what your agency needs.

On the flip side, Agiled offers great value for businesses that need an all-encompassing solution. If you’re a larger company managing teams, clients, HR, and finances all at once, Agiled’s comprehensive packages might justify the price, even if it’s a bit higher.

Wrapping Up

Both Taskip and Agiled excel in their own ways, making the choice clear based on your priorities. Taskip is the go-to for digital agencies, offering purpose-built tools for seamless client communication, project management, and team collaboration. Its focused approach ensures you only pay for what you need, boosting efficiency without distractions. On the other hand, Agiled caters to businesses needing a comprehensive solution, bundling features like HRM, CRM, and financial management. While it’s versatile, some agencies might find themselves paying for unused tools. The decision lies in your workflow needs—streamlined and agency-specific with Taskip or all-inclusive versatility with Agiled. Choose wisely!

FAQs About Taskip vs. Agiled