About Agiled
Agiled is an all-in-one business management platform that combines CRM, project management, finance, and operational tools into a single workspace. It helps teams organize customer relationships, track projects, and manage business processes without switching between multiple apps.
By connecting Saysimple to Agiled, your team gains a complete view of each customer—combining WhatsApp conversations, emails, and web chat with CRM data, pipeline information, and project history. This eliminates data silos, ensures consistent follow-ups, and helps your team deliver faster, more personalized support across all channels.
Popular use cases
Unified Customer Context for Support Teams
When a customer messages on WhatsApp, your support agent can instantly see their full history in Agiled—past projects, invoices, support tickets, and interactions. This context allows faster resolution and more personalized responses, reducing back-and-forth messages and improving first-contact resolution rates.
Automate Lead Follow-ups from WhatsApp
Capture new leads or inquiries via WhatsApp Business and automatically create contacts and tasks in Agiled. Set up rules to assign leads to sales team members, trigger reminder notifications, and track engagement—all without manual data entry.
Synchronized Multi-Channel Handoffs
When a customer needs to move from WhatsApp chat to a scheduled consultation or project work, Agiled integration ensures all conversation context transfers seamlessly. Your team stays aligned, customers don't repeat themselves, and projects kick off with complete background information already logged.
Team Performance Analytics Across Channels
Combine Saysimple conversation metrics with Agiled project and CRM data to measure agent performance, customer satisfaction, and conversion rates in one dashboard. Identify which team members excel at WhatsApp support, which leads convert fastest, and where to improve processes.
