Agiloft Features

Agiloft

Agile Contract Management that works the way you do

4.92/5 (31 reviews)

Agiloft Feature Summary

  • Buy Side (Suppliers)
  • Completion Tracking
  • Compliance Tracking
  • Contract Lifecycle Management
  • Electronic Signature
  • Full Text Search
  • Government Contracts
  • Pre-built Templates
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control
  • Workflow Management

Competitor Feature Comparison

API
Access Controls/Permissions
Active Directory Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Archiving & Retention
Asset Management
Asset Tracking
Assignment Management
Audit Management
Audit Trail
Automated Routing
Automatic Backup
Availability Management
Barcode / Ticket Scanning
Barcoding/RFID
Buy Side (Suppliers)
CMDB
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
Dashboard
Dashboard Creation
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
Issue Auditing
Issue Scheduling
Knowledge Base Management
Knowledge Management
License Management
Lifecycle Management
Live Chat
Maintenance Management
Milestone Tracking
Mobile Access
Monitoring
Multi-Channel Communication
Multi-Language
Network Monitoring
Offline Access
Online Catalog
Pre-built Templates
Prioritization
Problem Management
Procurement Management
Progress Tracking
Project Management
Purchasing & Receiving
Queue Management
Real Time Data
Real-Time Chat
Records Management
Recurring Issues
Relationship Mapping
Release Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
SMS Messaging
SSL Security
Search/Filter
Self Service Portal
Sell Side (Customers)
Service Catalog
Service Level Agreement (SLA) Management
Service Reporting
Single Sign On
Specialty Contracts
Supplier Management
Support Ticket Management
Surveys & Feedback
Task Management
Task Progress Tracking
Template Management
Third Party Integrations
Trend Analysis
Version Control
Visual Analytics
Workflow Configuration
Workflow Management
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API
Access Controls/Permissions
Active Directory Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Archiving & Retention
Asset Management
Asset Tracking
Assignment Management
Audit Management
Audit Trail
Automated Routing
Automatic Backup
Availability Management
Barcode / Ticket Scanning
Barcoding/RFID
Buy Side (Suppliers)
CMDB
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
Dashboard
Dashboard Creation
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
Issue Auditing
Issue Scheduling
Knowledge Base Management
Knowledge Management
License Management
Lifecycle Management
Live Chat
Maintenance Management
Milestone Tracking
Mobile Access
Monitoring
Multi-Channel Communication
Multi-Language
Network Monitoring
Offline Access
Online Catalog
Pre-built Templates
Prioritization
Problem Management
Procurement Management
Progress Tracking
Project Management
Purchasing & Receiving
Queue Management
Real Time Data
Real-Time Chat
Records Management
Recurring Issues
Relationship Mapping
Release Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
SMS Messaging
SSL Security
Search/Filter
Self Service Portal
Sell Side (Customers)
Service Catalog
Service Level Agreement (SLA) Management
Service Reporting
Single Sign On
Specialty Contracts
Supplier Management
Support Ticket Management
Surveys & Feedback
Task Management
Task Progress Tracking
Template Management
Third Party Integrations
Trend Analysis
Version Control
Visual Analytics
Workflow Configuration
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Active Directory Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Archiving & Retention
Asset Management
Asset Tracking
Assignment Management
Audit Management
Audit Trail
Automated Routing
Automatic Backup
Availability Management
Barcode / Ticket Scanning
Barcoding/RFID
Buy Side (Suppliers)
CMDB
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
Dashboard
Dashboard Creation
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
Issue Auditing
Issue Scheduling
Knowledge Base Management
Knowledge Management
License Management
Lifecycle Management
Live Chat
Maintenance Management
Milestone Tracking
Mobile Access
Monitoring
Multi-Channel Communication
Multi-Language
Network Monitoring
Offline Access
Online Catalog
Pre-built Templates
Prioritization
Problem Management
Procurement Management
Progress Tracking
Project Management
Purchasing & Receiving
Queue Management
Real Time Data
Real-Time Chat
Records Management
Recurring Issues
Relationship Mapping
Release Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
SMS Messaging
SSL Security
Search/Filter
Self Service Portal
Sell Side (Customers)
Service Catalog
Service Level Agreement (SLA) Management
Service Reporting
Single Sign On
Specialty Contracts
Supplier Management
Support Ticket Management
Surveys & Feedback
Task Management
Task Progress Tracking
Template Management
Third Party Integrations
Trend Analysis
Version Control
Visual Analytics
Workflow Configuration
Workflow Management
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Agiloft Feature Reviews

25 reviewers had the following to say about Agiloft's features:

Kelsie M.

Agiloft is perfect for designing business processes

2019-08-25

The management of electronic signatures is one of the biggest strengths of agiloft, so its use is highly recommended to handle virtual documents.

Pros

Agiloft presents a great utility in the management of audit trails, and barcoding / RFID.

Cons

It does not have a good virtual assistant, nor enough workflow management tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian P.

DCG Systems Experience

2012-04-05

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

Pros

Automatic reporting and email notifications are essential to our process.

Cons

Still need to import some data into excel for post processing.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Max H.

Agiloft

2010-02-28

We thoroughly recommend it to any organization that wants to create a CRM system, issue tracker, workflow management, project tracker, or similar application.

Pros

There's nothing else out there that we've found that even approaches its customizability for rapidly creating a system tailored to our exact needs.

Cons

It used sometimes to have slow response, but those problems have gone away in recent releases.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Aaron G.

Powerful workflow tools

2019-12-12

We are using the Agiloft workflow tools as a rules engine to manage this.

Pros

Excellent API for customization.

Cons

It is very flexible, which means complicated, and definitely takes some time to train users and developers.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Blake G.

We use it for Contract Management, and it works Great!

2018-02-21

All of our contracts are centralized in one location, and are easily accessed by multiple users.

Pros

We use the Contract Management aspect of the software, which is new to our company.

Cons

Because the software is so customization, it can be difficult to make any changes on your own. Support is typically needed, when making changes to the program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Elvarina H.

When it comes to Contract Management... very MODERN, for today's technology and use of software.

2018-01-09

Ease of use and accommodations for the purpose it serves.

Pros

Agiloft stays updated with today's technology and marketing trends in order to bring its customers the latest in Contract Management and other software services.

Cons

There are certain things that has to be done in order for it to function properly with other internet sources such as Firefox and Chrome, but once you make those accommodations everything works just fine.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Damian C.

A fantastic product with exceptional functionality and adaptibility

2020-10-22

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

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.

Cons

This means that they become familiar with the interaction with tables when new fields are setup and the permissioning.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike M.

Process Modeling Tool

2012-04-09

If you are serious about process documentation and governance and are looking for a flexible tool that literally will run itself, look no further. Agiloft is a platform for business productivity.

Pros

Whether you are looking for a ticket system, a documentation management system and/or a procurement system, Agiloft can help you with one or a combination of all three -- really any business process can be supported by Agiloft.

Cons

We have no real complaints about Agiloft. Over the years Agiloft has continually invested in functionality and as we have grown Agiloft has been able to scale and grow with us.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Eric N.

A unique and flexible platform for automating your business

2013-07-30

Cons: Lack of accounting and billing packages/features means we have to interface to other tools when we like this one better!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
SUSAN K.

Agiloft is my Co-Worker

2020-04-03

The implementation went very smooth and we are starting to implement new features (enhancing our clause library and providing access to 3rd parties to create their own agreements).

Pros

I refer to Agiloft as my co-worker because of the time savings it provides when I've been requested to provide information on a particular agreement or co-worker, as well as the time savings in drafting and finalizing agreements by using the Clause Library and Work-flows. The ease in training is also a major plus, new users anticipate being intimidated, but after 15 short minutes, they are off and running with full capabilities to start using all the features Agiloft provides.

Cons

Understanding the relationships between tables when setting up new fields and revising user permissions can be confusing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris C.

Review of Agiloft for 101 Telco Solutions, Inc.

2013-07-31

The ability to link to other software platforms for invoicing, importing/exporting data to our customer erp's, etc. makes this an invaluable tool.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Loretta W.

This is a great software for contracts! It is something our organization has needed for years!

2017-07-13

Pros

Accurately keeping track of all contracts and the notifications as to when the contracts are up for renewal/termination.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric N.

Versatile system offering easy and quick customization

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.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Agiloft

Be sure that the system can meet your functionality requirements by doing a test implementation. This will also show you the difficulty of doing an implementation.

Source: Software Advice
Helpful?   Yes   No
Read more
Matt G.

The best event mgmnt enterprise software on the market!

2018-08-16

We are keeping track of the details and who provides the solution. our productivity has increased 3 hundred fold the first 1.5 years.

Pros

Tasks and projects and the surrounding data associated with the events.

Cons

We needed help making the customization. the support docs for this function were hard to understand and make work. The support staff at Agiloft really helped us past this step.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John B.

This product has been everything we needed from it since it was purchased.

2017-07-06

An automated electronic service desk ticketing and tracking system.

Pros

We have been able to adjust this product to our specific needs. Easy to make changes whenever you need to and if you can't remember how to make the change(s), Agiloft Developers are always available to assist.

Cons

I can't think of many negatives. Sometimes it is hard to explain to the developer(s), that assist with making changes, exactly what you need done and how you want things to work. This is usually resolved after additional questions/emails/phone calls. The only other negative for me is that I'm in the Eastern Time Zone and Agiloft is in the Pacific Time Zone. That four hour difference sometimes leads to a longer time to resolve questions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Alan K.

It's Perfect and It works

2012-04-08

If you're looking for a low cost help desk out of the box with great scaling capabilities and want to simply define workflows with GUI and easy to build rules.

Pros

Nice built in full backup feature with tiered backup scheduling capabiltiies.

Cons

Could use a nicer GUI on the end user side to save time in implementation... but what it comes with is great nonetheless.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
John C.

Chester County Department of Emergency Services

2013-07-31

The system was designed to track assets and provide a ticketing system for generating work orders for repair and maintenance of our assets.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Philip L.

Agiloft, the software that keeps on giving!

2013-08-02

The ability to setup new fields, records, tasks, rules and workflow is without question the easiest product on the market to setup and use.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ryan M.

Fantastic, Easy to Use, Customizable and Automated Product

2020-04-14

Agiloft has always been quick to solve the few (if any) problems that have occurred, and they are happy to help customize the product to better align with my organization's needs. The customer support team is very reliable and clearly interested in building long-term customer relationships.

Pros

The best features of the Agiloft software are that it is automated: agreements and purchase requests are automatically routed through the approval process. In addition, the software can be customized so that once an agreement is approved, it is automatically uploaded to DocuSign and routed for signature. These features allow the legal team in my organization to handle a heavy load of contracts with a small team.

Cons

Anythings issues with the software can easily be fixed, thanks to the highly customizable nature of the platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Don R.

A very flexible application for handling workflows

2013-08-08

The first was that it was the best fit for the type workflows that we wanted to implement.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Matt C.

Best software purchase I've ever made

2012-05-16

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.

Pros

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.

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Gregory P.

EW Adapts to our needs as we grow

2012-04-05

Initially started out as a ticketing system for our support team is now being used through out company to streamline all workflows and processes.

Pros

Ease of Configuration Expandability Endless Not much you can't do with it We don't have to conform to it, it conform to us Great Support provide by knowledgable & friendly staff Roadmap of product is clearly defined and is alway moving product in right direction

Cons

Many ways to accomplish a goal, that it can be hard sometimes to determine best way

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Carly C.

We utilize this unique tool to manage requisitions, approvals, and contractor ticketing.

2017-07-12

Pros

Agiloft is very user friendly and has tremendous flexibility for you to customize your Knowledge Base and develop workflows to automate mundane tasks, eliminate human error, integrate with other software tools, and increase end user satisfaction.

Cons

We have a history of quick but unhelpful responses from customer support. Fortunately, we are able to work with our implementation specialist when support tickets require escalation. There is a clear eagerness to assist, but the communication from support lacks depth. You have to be extremely specific with your desired resolution.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Cindi K.

Highly customizable and affordable system with excellent customer service

2017-03-03

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David C.

Still new to this but good so far

2020-08-04

Still new to the software but it has already eased a lot of the burden we had in our service desk solution.

Pros

It does everything we had in our specification requirements. The UI for admins is a lot better than I'd experienced before

Cons

The setup was a bit fiddly but that was eased by the supplier who provided 40 hours of setup assistance to get us rolling, as part of the ontract

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more