Agiloft Overview
What is Agiloft?
5-Time winner of PC Magazine "Editors' Choice Award" and Spend Matters "Value Award", Agiloft is heralded as "the most customizable contract management system on the market". Our agile technology makes it easy to setup and use and the scalable platform supports any approval processes with integrated workflows, email alerts and one-click contract generation. It is fully audit compliant with support for HIPAA, SOX, and CFR21. Start today with a free custom demo.
Our customers tell us that competing solutions can’t keep up. Includes a customizable self-service portal, workflow automation engine, dashboard performance metrics, and more. Automate assignments and increase the efficiency of staff across your entire enterprise. Use Help Desk on its own, in conjunction with Agiloft Service Desk Suite, or with other Agiloft applications. Available as a hosted cloud solution or an In-house deployment. Used by 3+ million professionals at start-ups to Fortune 100 companies. Get started today and see the difference that true business agility can make.
Agiloft Overview
Pricing
Pricing options
From $65 per user/month. See full pricing details on the Agiloft website: https://www.agiloft.com/pricing-clm.htm
Agiloft Features
Media
Agiloft Reviews
Agiloft Reviews
A fantastic product with exceptional functionality and adaptibility
You can see why Agiloft is the industry benchmark due to the extensive adaptability and functionality. Unless you have a proficient dedicated IT in-house support who can setup the system, you will have to invest in some time at the start along with Agiloft to customise to your liking.
I think most companies do not use even 50% of Agiloft's capabilities. Good product.
Highly customizable and affordable system with excellent customer service
PROS: Agiloft especially excels at scalable customization, fair pricing and customer service. All the staff I've encountered at Agiloft (not just the initial sales contact), from the implementers to the billing staff, have been responsive, friendly and helpful with a "can-do" positive attitude. They are a professional, dependable service-oriented team. Billing with Agiloft has always been very fair and transparent. The possibilities with Agiloft's system are nearly limitless. If inclined, the administrator can take on a significant amount of the maintenance and design of the system. I had no programming experience, but using the available documentation/tutorials and custom training available along with the creative ideas my implementer offered, I was able to become quite independent and save our company money while having a tailored, high performing contract system that grows with our organization's needs.
CONS: With so many possibilities for customization comes a number of decisions that need to be made. This can be time-consuming, but Agiloft offers the customer the option to make as many or as little of the design decisions as works for them. We'd much rather have the problem of too much choice than a situation where the system doesn't fit our needs enough or where the cost of having an engineer design everything in our system is prohibitively expensive. If your organization wants to handle some of the maintenance and design, there definitely can be a learning curve for the more complex aspects but also great payoff in independence and control of the direction of the system.
RECOMMENDATIONS FOR OTHER BUYERS: We had a very lengthy review process that involved intensive research. We recommend strongly considering how experienced and knowledgeable and stable the vendor is (not just who has the slickest app or tech conference booth). We also recommend noting how much the vendor listens to you during the sales process. Agiloft has been a solid industry leader since the 1990's and did not pressure or rush us to make our decision. They were patient and respectful and worked hard to understand our unique needs as a nonprofit and as a public media organization. We recommend taking time for the demos, using the free trial versions and talking to the vendors thoroughly about what is and isn't included and how they operate. We also recommend reading the PCMag review as it was comprehensive and captured what makes Agiloft different from its competitors.
DCG Systems Experience
I would recommend Agiloft to anyone needing a fully customizable CRM with a focus on customer relations. the folks at Agiloft go out of their way to understand your business process and where their product would best fit in. Agiloft Customer Support is Outstanding!
Best software purchase I've ever made
I don't want to sound over the top, but I have nothing but good things to say about Agiloft. As a rapidly growing company we had many manual processes which needed to be automated. Having a system that fit our business model was important, and I went through a lot of tools before I settled on AG.
By far the strongest aspect of Agiloft is its ease of customization. Literally all customization is point and click, and within about 40 hours of our initial installation (which we did ourselves on our hardware), we had a system up and running which accomplished what I was unable to do with any other product.
Since the original implementation in October 2011, there has not been a week where I have not been rolling out AG into other areas of our business, to the point where we now track everything from sales leads to fixed assets, billing, and service in AG.
Our users have learned quickly, and have been happy to have a system that helps them do their jobs well.
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A fantastic product with exceptional functionality and adaptibility
Pros
We use and trial a lot of software for either our own use or clients. Agiloft is by far the most advanced contract management software out there.
It is more than just CMS. We liked the ability to White label it for clients either directly in-house or through the client portal managed by us. For an administrator, the functionality and customizable process and table flows are excellent. For the UI for a non-admin user, it can literally be 1,2 or 3 tasks/functions on their home page. The possibility to automate mundane, daily tasks such as daily agreements or POs can be routed through for automatic approval when they meet the criteria.
The templates and the mobile click and approve were popular features as it did not create the approval queue that previously happened with delays in notifications
The customer support is very comprehensive as is the number of videos for various bits of training. You really do feel like it's a system that has been custom designed for you but not with the same price tag.
Cons
Unlike virtually all of it's competition, it is not really a drag and drop type environment in the true sense. Some of the UI screens can seem too busy/cluttered but that did not bother me.
I would say that, similar to others, you need a stakeholder to be married to this product. This means that they become familiar with the interaction with tables when new fields are setup and the permissioning.
Highly customizable and affordable system with excellent customer service
PROS: Agiloft especially excels at scalable customization, fair pricing and customer service. All the staff I've encountered at Agiloft (not just the initial sales contact), from the implementers to the billing staff, have been responsive, friendly and helpful with a "can-do" positive attitude. They are a professional, dependable service-oriented team. Billing with Agiloft has always been very fair and transparent. The possibilities with Agiloft's system are nearly limitless. If inclined, the administrator can take on a significant amount of the maintenance and design of the system. I had no programming experience, but using the available documentation/tutorials and custom training available along with the creative ideas my implementer offered, I was able to become quite independent and save our company money while having a tailored, high performing contract system that grows with our organization's needs.
CONS: With so many possibilities for customization comes a number of decisions that need to be made. This can be time-consuming, but Agiloft offers the customer the option to make as many or as little of the design decisions as works for them. We'd much rather have the problem of too much choice than a situation where the system doesn't fit our needs enough or where the cost of having an engineer design everything in our system is prohibitively expensive. If your organization wants to handle some of the maintenance and design, there definitely can be a learning curve for the more complex aspects but also great payoff in independence and control of the direction of the system.
RECOMMENDATIONS FOR OTHER BUYERS: We had a very lengthy review process that involved intensive research. We recommend strongly considering how experienced and knowledgeable and stable the vendor is (not just who has the slickest app or tech conference booth). We also recommend noting how much the vendor listens to you during the sales process. Agiloft has been a solid industry leader since the 1990's and did not pressure or rush us to make our decision. They were patient and respectful and worked hard to understand our unique needs as a nonprofit and as a public media organization. We recommend taking time for the demos, using the free trial versions and talking to the vendors thoroughly about what is and isn't included and how they operate. We also recommend reading the PCMag review as it was comprehensive and captured what makes Agiloft different from its competitors.
DCG Systems Experience
I would recommend Agiloft to anyone needing a fully customizable CRM with a focus on customer relations. the folks at Agiloft go out of their way to understand your business process and where their product would best fit in. Agiloft Customer Support is Outstanding!
Pros
Easily Customizable to our business needs. Automatic reporting and email notifications are essential to our process.
Out of the box integration to our business structure. Create and adapt business practices to include Agiloft. We did not know what we were missing until we started creating processes with Agiloft in mind, The joke at our company is "Agiloft can do it".
Cons
As a company that tracks equipment MTBF, availability and MTTR, the Graphics and Graphing packages lack the ability to do some of the hings we would like. Still need to import some data into excel for post processing.
Best software purchase I've ever made
I don't want to sound over the top, but I have nothing but good things to say about Agiloft. As a rapidly growing company we had many manual processes which needed to be automated. Having a system that fit our business model was important, and I went through a lot of tools before I settled on AG.
By far the strongest aspect of Agiloft is its ease of customization. Literally all customization is point and click, and within about 40 hours of our initial installation (which we did ourselves on our hardware), we had a system up and running which accomplished what I was unable to do with any other product.
Since the original implementation in October 2011, there has not been a week where I have not been rolling out AG into other areas of our business, to the point where we now track everything from sales leads to fixed assets, billing, and service in AG.
Our users have learned quickly, and have been happy to have a system that helps them do their jobs well.
Pros
- Ease of customization - Everything is point-and-click and easy to understand. We have not had to write any code, yet we're integrated with several other mission-critical systems within our business.
- Ease of use - Even our fairly non-technical users find AG easy to pick up, and with light training are productive immediately. I attribute some of this to the user interface, but even more of it to the fact that we are able to mold the system to our business flow and terminology, so it's already familiar.
- Performance - We have a few dozen people in and out of the system all day, and rarely have any trouble. We did install on our own server, and sized it according to AG's recommendations.
- Quality - While any software product will have minor annoyances that you would like to see fixed, there are only a few of those. We have had absolutely zero bugs that have stopped us from getting the business value out of AG that we need.
- Cost - Very reasonable per-seat fees, no upcharges.
Cons
This is not a con, but my only advice is to find a champion for the project internally who understands the business processes you're wanting to implement in AG, and who has the time to focus on the project. Don't be afraid to implement what you need, and then tweak over time as requests come in - you'll rarely get everything right in a first pass and you'll get the best feedback after a minimal process has been in the users' hands for a week or two.
Good Customer Service Goes a Long Way
Pros
What I like the most regarding Agiloft is their customer service. When I first started setting up our CRM system, if I ran into any stumbling blocks or had any questions I would just send off an email and I would almost immediately have someone answer my question or via email or if it was something complicated to explain, we would get on a video conference and they would show me step by step what I should do. They were always extremely friendly and extremely helpful and very knowledgeable. Most companies I deal with you can't even get through to customer service, but the Agiloft staff is always right there when I need them.
Cons
Some of the administration set up can be a little bit tricky at times. Usually I could figure things out for myself, but sometimes I would have to seek additional help for Agiloft customer support.
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Agiloft Pricing
Agiloft Pricing
From $65 per user/month. See full pricing details on the Agiloft website: https://www.agiloft.com/pricing-clm.htm
From $65 per user/month. See full pricing details on the Agiloft website: https://www.agiloft.com/pricing-clm.htm
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Agiloft Features
Agiloft Features
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Categories
Additional information for Agiloft
Additional information for Agiloft
Key features of Agiloft
- API
- Attached files
- Audit trail
- Automate workflows
- Automatic backups
- Automatic notifications
- Barcode scanner integration
- Business rules engine
- Business rules wizard
- Charts and reports
- Choice lists
- Configurable fonts, graphic images
- Configurable interfaces
- Contract authoring
- Custom portals
- Customizable workflow
- Database sorting
- Email hyperlinks
- Escalation rules
- Field level permissions
- Full text search
- Graphical workflow
- Group security permissions
- IT ticketing system
- ITIL support
- Interactive reports
- Live chat
- Mobile interface
- Personalized home pages
- Python & Perl scripting
- REST API
- Real time events
- Record linking
- Relationship diagrams
- Repair tracking
- Reports & dashboard
- Scheduled report distribution
- Table relationships
- Web services API
Benefits
• Keep contracts at your fingertips with a centralized repository, a powerful search engine, built-in OCR, and full text search.
• Reduce costs and increase revenue by managing expirations, preventing unintentional auto renewals, and avoiding missed customer contract renewals.
• Reduce costs of contract maintenance by automating the contract creation, approval, execution, and renewal processes.
• Eliminate approval bottlenecks with automatic notifications and one-click email approvals.
• Gain insight into upcoming contract renewal costs or revenues with configurable budget and forecast reports.
• Ensure that customers have valid support contracts before receiving service by making contract status visible in support tickets.
Agiloft FAQs
Agiloft FAQs
Below are some frequently asked questions for Agiloft.
Q. What type of pricing plans does Agiloft offer?
Agiloft offers the following pricing plans:
Starting from: US$65,00/month
Pricing model: Free, Subscription
Free Trial: Available
From $65 per user/month. See full pricing details on the Agiloft website: https://www.agiloft.com/pricing-clm.htm
Q. What are the main features of Agiloft?
Agiloft offers the following features:
- API
- Attached files
- Audit trail
- Automate workflows
- Automatic backups
- Automatic notifications
- Barcode scanner integration
- Business rules engine
- Business rules wizard
- Charts and reports
- Choice lists
- Configurable fonts, graphic images
- Configurable interfaces
- Contract authoring
- Custom portals
- Customizable workflow
- Database sorting
- Email hyperlinks
- Escalation rules
- Field level permissions
- Full text search
- Graphical workflow
- Group security permissions
- IT ticketing system
- ITIL support
- Interactive reports
- Live chat
- Mobile interface
- Personalized home pages
- Python & Perl scripting
- REST API
- Real time events
- Record linking
- Relationship diagrams
- Repair tracking
- Reports & dashboard
- Scheduled report distribution
- Table relationships
- Web services API
Q. Who are the typical users of Agiloft?
Agiloft has the following typical customers:
Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business
Q. What languages does Agiloft support?
Agiloft supports the following languages:
English, French, German, Italian, Portuguese, Russian, Spanish
Q. What type of pricing plans does Agiloft offer?
Agiloft has the following pricing plans:
Free, Subscription
Q. Does Agiloft support mobile devices?
We do not have any information about what devices Agiloft supports
Q. What other apps does Agiloft integrate with?
Agiloft integrates with the following applications:
Adobe Sign, DocuSign, LogMeIn Rescue, Microsoft 365, Microsoft Azure, Okta, OneLogin, Remote Support, Salesforce Sales Cloud, Xero
Q. What level of support does Agiloft offer?
Agiloft offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Forum
You can see why Agiloft is the industry benchmark due to the extensive adaptability and functionality. Unless you have a proficient dedicated IT in-house support who can setup the system, you will have to invest in some time at the start along with Agiloft to customise to your liking.
I think most companies do not use even 50% of Agiloft's capabilities. Good product.