Agiloft is a configurable platform that includes integrated applications for help desk, customer service, web self-service, knowledge management and contract management. It offers the ability to customize different aspects of the system, including custom workflows, business rules, teams, tables, fields and relationships, and user access permissions.
Agiloft offers a contract management solution that helps users to create, manage and store all sorts of documents and business contracts. It's customer support and helpdesk solution allows businesses to interact with customers and provide timely support to customer's queries. The workflow and project management feature allows team members to design custom workflows, communicate and collaborate on tasks and monitor project execution.
Customers can choose cloud-based or on-premise deployment. Agiloft integrates with many commonly used business applications and a full set of APIs facilitates integration with other systems. Legacy systems can be imported into the system while maintaining existing processes and data.
Kelsie M. Specializzazione: Prodotti alimentari e bevande Numero di dipendenti: 13-50 dipendenti
The management of electronic signatures is one of the biggest strengths of agiloft, so its use is highly recommended to handle virtual documents. We recommend reviewing your varied file recovery options, and to be able to work even without being connected to the internet.
Agiloft presents a great utility in the management of audit trails, and barcoding / RFID. It is quite good to work with business process mapping, which can be designed and modeled completely from scratch.
Given that it lacks many functions for customer service, we think it would not be very useful in the management of call centers. It does not have a good virtual assistant, nor enough workflow management tools. It also does not manage emails.
Cindi K. Numero di dipendenti: 201-500 dipendenti
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.
Susan K. Specializzazione: Prodotti alimentari e bevande Numero di dipendenti: 51-200 dipendenti
Having all the company agreements at my fingertips has been fantastic! 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).
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.
Understanding the relationships between tables when setting up new fields and revising user permissions can be confusing.
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!
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".
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.
Ryan M. Specializzazione: Servizi e tecnologie dell'informazione Numero di dipendenti: 51-200 dipendenti
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.
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.
Anythings issues with the software can easily be fixed, thanks to the highly customizable nature of the platform.