Q: As a long time Plutio and FreedCamp user, I'm hoping this will provide a little less of a cluttered interface ...
- both those tools I find complicated to navigate, plus I have to assign my clients paid seats so they can actually add tasks, and interacting with the tool.. you mention unlimited clients, does this mean they can sign in and actually add tasks, mark complete etc without me needing to give them one of the team member seats?
Secondly, one of the features I use the most in FreedCamp is a shared password manager with a master password. It lets me share secure content with my clients and be confident that I have all their logins in one place, and they can access them too.. Does Agiled have this, and/or is it on the roadmap?
Third, I use TeamViewer for creating tickets for my clients so I can log into their machines to train or support them - is there an easy way to integrate your ticketing platform to automate this process? IE - prompting them to download my branded module when logging this sort of ticket? Integrating this scheduled call with Book Like a Boss would be amazing!
Fourth, is there some way to create a section of evergreen content for clients looking for help with my services? Embedding Swarmify evergreen video content so they can hit the ground running with some of my services would be a great thing to see in each client portal
TL;DR for the integrations I'd love to see are Dubb (for the leads/CRM section), Swarmify, Book Like a Boss, TeamViewer
Hi,
Actually we know that the UI needs improvements and we will always keep improving the UI/UX to keep it simple and easy to use.
Right now you can invite clients, but they can only View the tasks. We will add permissions for Adding the tasks. Client can also upload files and add comments on the tasks.
We don't have a password manager and it has not been requested by any of our users or on the roadmap yet. If we get enough traction for this, we will consider it.
You can add Teamviewer to the roadmap here https://trello.com/c/a2kpFwmP/1-if-you-have-any-feature-requests-you-can-add-them-here.
Book Like A Boss has been requested by other Sumolings as well but it seems like they don't have an API and most services are integrating with them via Zapier. We already have Zapier if you want to integrate via Zapier. We will also get in touch with their team to see if there is any other possibility.
We are working on a Wiki feature where you will be able to show evergreen content to the client or team members.
All of your integration suggestions are great, you can add them to roadmap and we will consider if it gets votes. Dubb is a great tool, but there are things on the roadmap we need to complete first. So, I won't be able to give you a timeline.
Thanks,
Thanks for your quick response and for putting up with my questions :)