About 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.

Pricing starting from:

US$65,00/month

  • Free Trial
  • Free Version
  • Subscription

Key benefits of Agiloft

• 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.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$65,00/month

  • Free Trial
  • Free Version
  • Subscription

Images

Gain actionable insight into response times, agent productivity, SLA compliance, and more with configurable dashboards, charts and custom Excel reports.
Create contracts instantly using standardized approved language with contract templates or dynamic clause libraries of fully customizable language for each agreement type.
Approval workflows automate complex contract approval routing, including sequential, parallel, and conditional approvals.
Manage workflows with outside parties through vendor/client portals using integrated email and SMS messaging.
Create unlimited templates for any contract or workflow process quickly and easily.
Monitor and report on commercial health of contractual relationships including risk, regulatory compliance, SLA compliance and more.
View 7 more
Agiloft video
Agiloft screenshot: Gain actionable insight into response times, agent productivity, SLA compliance, and more with configurable dashboards, charts and custom Excel reports. Agiloft screenshot: Create contracts instantly using standardized approved language with contract templates or dynamic clause libraries of fully customizable language for each agreement type. Agiloft screenshot: Approval workflows automate complex contract approval routing, including sequential, parallel, and conditional approvals. Agiloft screenshot: Manage workflows with outside parties through vendor/client portals using integrated email and SMS messaging. Agiloft screenshot: Create unlimited templates for any contract or workflow process quickly and easily. Agiloft screenshot: Monitor and report on commercial health of contractual relationships including risk, regulatory compliance, SLA compliance and more.

Features

Total features of Agiloft: 110

  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Archiving & Retention
  • Asset Tracking
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Automated Routing
  • Automatic Backup
  • Availability Management
  • Barcode / Ticket Scanning
  • Barcoding/RFID
  • Buy Side (Suppliers)
  • Calendar Management
  • Call Center Management
  • Change Management
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Compliance Management
  • Compliance Tracking
  • Configuration Management
  • Contact Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Contractor Management
  • Cost Tracking
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Depreciation Management
  • Digital Signage
  • Disposal Management
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Employee Portal
  • Event Triggered Actions
  • File Management
  • Forecasting
  • Forms Management
  • Full Text Search
  • Government Contracts
  • Graphical Workflow Editor
  • IT Asset Management
  • Incident Management
  • Interaction Tracking
  • Inventory Management
  • Knowledge Base Management
  • Lifecycle Management
  • Live Chat
  • Milestone Tracking
  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • Network Monitoring
  • Offline Access
  • Pre-built Templates
  • Problem Management
  • Procurement Management
  • Progress Tracking
  • Project Management
  • Purchasing & Receiving
  • Queue Management
  • Real Time Data
  • Real-Time Chat
  • Records Management
  • Release Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Self Service Portal
  • Sell Side (Customers)
  • Service Level Agreement (SLA) Management
  • Single Sign On
  • Specialty Contracts
  • Supplier Management
  • Support Ticket Management
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Ticket Management
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Workflow Configuration
  • Workflow Management

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Reviews

Overall rating

4,9 /5
(31)
Value for Money
4,8/5
Features
4,8/5
Ease of Use
4,6/5
Customer Support
4,8/5

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Showing 5 reviews of 31
Damian C.
Overall rating
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A fantastic product with exceptional functionality and adaptibility

Reviewed on 2020/10/22

You can see why Agiloft is the industry benchmark due to the extensive adaptability and...

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.

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.

Cindi K.
Overall rating
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Highly customizable and affordable system with excellent customer service

Reviewed on 2017/03/03

PROS: Agiloft especially excels at scalable customization, fair pricing and customer service. All...

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.

Brian P.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

DCG Systems Experience

Reviewed on 2012/04/05

I would recommend Agiloft to anyone needing a fully customizable CRM with a focus on customer...

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.

Matt C.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Best software purchase I've ever made

Reviewed on 2012/05/16

I don't want to sound over the top, but I have nothing but good things to say about Agiloft. As a...

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.

Eric N.
Overall rating
  • Industry: Telecommunications
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Versatile system offering easy and quick customization

Reviewed on 2015/07/06

Pros

The overriding advantages of Agiloft's product/company:
1) It can be customized to do almost anything with almost no programming, and quickly: truly a system designed for users to modify. This supports living process that increases adoption rate and reduces operational errors.
2) It is possible to create and maintain the system and its customizations with a very small commitment of staffing because the customization method is very efficient and largely self-explanatory.
3) The support is excellent: failures and bugs are addressed promptly and software updates containing bug fixes are delivered much faster than industry average.

Cons

1) The user interface is dated looking. This is a minor issue since the simplicity helps with the ease of configuration and does not get in the way of functionality.
2) The organization of the user interface is around data rather than process. Process needs are fully accommodated, but the data-driven approach means that processes that access more than one data type can be more difficult to implement or represent on-screen to users. However I have not come across any customization that could not be made with the system.
2) Sparse documentation. Some of the more advanced features as well as effective tuning require support or professional services even though they are not difficult to implement.

Showing 5 reviews of 31 Read all reviews

Agiloft FAQs

Below are some frequently asked questions for Agiloft.

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

We do not have any information about Agiloft features

Agiloft has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Agiloft supports the following languages:

English

Agiloft supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Agiloft integrates with the following applications:

Adobe Sign, DocuSign, Dynamics 365 Business Central, Google Docs, Google Maps, LogMeIn Rescue, Microsoft 365, Microsoft Azure, Microsoft Excel, Microsoft Outlook, Microsoft Word, Okta, OneLogin, QuickBooks Online Advanced, Salesforce Sales Cloud, Xero

Agiloft offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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