A: Hey Matt,

1)As far as integrations go, are you planning to integrate with:
a)PayHere (currently on AppSumo) https://payhere.co/
b)GoCardLess
c)Send In Blue email marketing (to sync contacts and add activity notes)
d)Encharge.io (previously on AppSumo) (to sync contacts and add activity notes)
e)SyncSpider is on your roadmap - would this be launched within the year - or 2022 Q1?

Please add these as feature requests on the roadmap. If we get enough votes, we surely will consider them.

About sync spider, already talking to the team. Will target Q2 or Q3 of 2022 for this.

2)Could you let me know what the flow is for generating the invoice and getting paid?
Ideally, I would like to be able to generate a proposal and a link is emailed to them > after they sign online they are automatically redirected to a payment page > after they pay they are redirected to a custom url thank you page on my website (or in the portal would be fine).

As of now, you have to send invoice manually after proposal is signed, but we will soon add triggers and actions in our workflows that will help you handle this scenario.

We will also be adding options for Proposal > Invoice > thank you redirections as well.

3)I presume each client as their own project space they see when they login?

Yes, your clients get dedicate client portal.

4)By email clients, do you mean using the native email delivery of Agiled or is this existing business addresses, i.e info@mycompany.com.

It actually your email clients like gsuite or office 365 that you want to connect with Agiled CRM to send emails directly from Agiled and keep track of all the communication threads.

5)Finally could you please elaborate bit more on 'pipelines' and 'automations' with examples for a small service based agency with less than 20 clients? I'm really not sure how many I would need which is an important factor in your pricing plans?

About pipelines, even 1 pipe line is enough if you just want to track leads or opportunities but you might want to have multiple as well. That totally depends on you.

Automations you will need a good number if you want to create automations for each and every client as Agiled's automations can be general as well as specific to a client. So if you have like 20 clients, and you want to have 2,3 automations in place for each of them, you will need 40-60 automations and if you create general automation for everyone, 5 automations can be enough.

Also one automation in Agiled can have multiple steps so you can handle an entire workflow through 1 automation.

Again it all depends on you business needs and flows.

Thanks so much

Asad