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Agiloft
Agile Contract Management that works the way you do
Last updated: September 2024
Value for money rating
4.7
/5
35
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What users say
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0.10
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Free trial
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1
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72
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Free trial
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1000
Per year
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100
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Free trial
Damian C.
Management Consulting, 11-50 employees
Used daily for 6-12 months
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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.
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.
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.
201-500 employees
Used daily for 1-2 years
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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.
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Matt C.
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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.
- 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.
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.
Carly C.
Used daily for 1-2 years
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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. Agiloft has decreased our requisition approval turnaround time by four days - a huge value add to a fast pace high volume company like ours. Once the platform is built, the implementation specialist arms you with all of the tools necessary to make modifications and updates as the need for tweaks arises.
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.
Philip L.
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Pros: Going on our 10th year of using Agiloft our companies survival depends on it. Almost everything flows thru Agiloft from Customers, Contacts, Support Tickets, Billing, Announcements, Email Marketing, Prospects, Opportunities, Quotes, Projects, Tasks, Software Licenses, Products and etc. The ability to setup new fields, records, tasks, rules and workflow is without question the easiest product on the market to setup and use. The web interface is easy to customize and setup to your business needs giving staff a minimal learning curve from new interfaces to converted legacy systems. Security based views allow for easily setting up views for administrators to view fields that would not be seen by other personnel. There are so many options available it's almost impossible to describe all of the features. You just need to find out for yourself just how flexible it is. Other factors that made our decision to go with Agiloft were price, support and continued software updates including new features and functionally that are always being released. Cons: For me, there are no cons. Agiloft does everything I need and more. Overall: Without Agiloft, supporting our customers would be near to impossible. It is our main interface to our customers and supporting our customers is our top priority. It is used by everyone in our office from customer service to sales. Some of the key points of Agiloft is its security, scalability, backup and restore, building solutions without coding, integration with other systems, web interface, etc. It's always great to be in a meeting discussing new feature and functions that people would like to see and have them implemented within hours of the discussion.
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Matt G.
Investment Management, 1-10 employees
Used weekly for 2+ years
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We are keeping track of the details and who provides the solution. our productivity has increased 3 hundred fold the first 1.5 years.
Customization and entry cost. The way it helps us keep track of events. Tasks and projects and the surrounding data associated with the events.
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.
Eric N.
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ENKI chose Agiloft (formerly Enterprise Wizard) for automating its customer service and sales operations. After using other SaaS (software-as-a-service) platforms that were more expensive and less flexible, ENKI found that Agiloft gave us the ability to rapidly deploy and update our business process automation to match our fast-paced business. We are now beginning to use Agiloft for automating other customer-facing and internal operations processes as well. Customization is quick and easy. And Agiloft's support and sales team is responsive and more importantly, listens to our needs and requests, which is rare in the industry. Pros: Easy and flexible graphical customization, software-free customization, a variety of "canned" applications included, can be self-hosted or leased as a service, comprehensive and expert onshore support, responsive management team. Cons: Lack of accounting and billing packages/features means we have to interface to other tools when we like this one better! User interface would benefit from additional flexibility by providing full application-like interfaces for casual users and end-customers to access all the features.
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Alan K.
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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. This is your product. Everything else will either be feature deficient or extremely overbuilt and require a software engineer to manage for you.
Easiest implementation I've ever seen. Nice built in full backup feature with tiered backup scheduling capabiltiies.
Could use a nicer GUI on the end user side to save time in implementation... but what it comes with is great nonetheless.