Agentricks

Agentricks

Advait Software Solutions
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About

Agentricks is designed for business process automation of MPKBY Agents across India. Using Agentricks an Agent can operate monthly and day to day tasks much effortlessly. It not only allows you to create lot from Collection entries you have made, but also you can deposit first then receive from customers. It is so easy and fast to prepare a lot from previous lot with just a few clicks. Agentricks handles all the interactions with the DOP portal that requires so much time and patience. It is packaged with important reports and statistics that are essential to keep track of the money flow during monthly operations. It comes with trial version to evaluate. Agent can then choose an affordable plan. You have to first download Agentricks providing an email that actually exists. Because, you will get the download link delivered to your inbox. Downloading and installing it is just matter of minutes. Once you launch it first time, Click on New User button at bottom of login screen.

About

Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

DOP Agents (MPKBY) in India seeking a solution to manage their operations

Audience

Teams and enterprises of all sizes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.3 / 5

Reviews/Ratings

Overall 3.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • For detailed information, please read other reviews. I am totally agree with them. What I find useful in this software is instant WhatsApp notifications with WhatsApp desktop. My customers are happy with the notifications and alerts about amount deposited and account status. I am using this software since more than a year. My customers are referring me to their contacts for post office investments. I am getting a never before growth. Since past three months they provide automatic updates within the software. This is very smoother experience. My Agentricks - Subscription management is very helpful to access the software subscription information and renewing it. You can get ASLAAS card numbers automatically from the portal. This software removes all that burden.
  • - 5 different methods of preparing lists/lots while other software support only 1 or 2 - accurate default fee and rebit calculations - extensive reports and settings - attractive user interface - secure access with username & password - user data on user's system only. - easy ASLAAS-5 management module - automatic short code support - Works on Windows as well as Ubuntu/Any Linux - No system specific licensing, you can easily move software to other systems - Separate collection module - Agent can send the account status to account holders using whatsapp desktop. Brilliant!!!! - Group collection to save time, - Preparing lot from previous e-banking reference no. is a great way to prepare lots - You will be generously notified about the update or any feature update comes.
  • - Easy Getting Started Wizard - Fastest Account Syncing - Easy collection entries by account name - Three ways of lot preparation - From Collection, Direct - Deposit & From prev. Month lot - Prevention of duplicate collection entries - One click upload unlimited lots - One click download lots - One click optimize lot for A4 size printable form - Predictable default fees and rebit calculations - If you help Agents in preparing lots, you can use Agentricks for Business - Lot and cash denomination preparation with currency notes qty suggestions. Not only cash, but also cheque and sb withdrawal details can be added to this report to match the lots' grand total. So helpful!!! - Hassle free password recovery. - Easy backups - Informative MIS reports - Submitted lots can be reverted to make change / modify and again resubmit. - Most affordable plans than similar softwares in market

Cons

  • This software works with DOP Portal for the accounts data. You can not manually create accounts in this. But from data safety and integrity point of view this is actually a plus point. If a measure change on portal, the automation part may stop working. But the developers provide solution for it with just 2-3 days. This is also both Pro and Con.
  • - Fixed screen size of software. It's ok for 1366x768 screens, for larger screens, it feels like some antivirus software. - You need to currently depend on Reports for Collection entries. No Android App yet for Collection. They said its coming... and... I am waiting.
  • Since default fee calculations for RD installments are complex in nature, calculations are correct at 90% of the times. For remaining 10% of times if the predicted default fees mismatches with final downloaded report, you can still manually adjust the default and rebit amounts of the lot to make the thing more accurate.

Pros from Real Users

Pros

  • Clarizen is a project manager. It helps in getting works done very fastly with maximum result. An automated software helps in collaborating works and motivate team members. Clean user interface. Integrated seamlessly with various applications. Provides accurate data with real time 360 degree visibility.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Advait Software Solutions
Founded: 2017
India
www.advaitss.co.in/products/agentricks

Company Information

Planview
Founded: 1989
United States
www.planview.com/products-solutions/products/adaptivework/

Alternatives

Alternatives

Categories

Categories

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Not Supported
Collaboration Not Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Not Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Not Supported
Supports Scrum Not Supported
Task Management Supported
Testing / QA Management Supported
Time & Expense Tracking Supported

Professional Services Automation Features

Billing & Invoicing Not Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Supported
Employee Scheduling Not Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Not Supported
Utilization Management Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Not Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Box Not Supported
Google Drive Not Supported
Jira Not Supported
ManageEngine Identity Manager Plus Not Supported
Microsoft Excel Not Supported
Microsoft SharePoint Not Supported
NetSuite Not Supported
Planview Hub Not Supported
Planview Software Product Delivery Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Sage Intacct Not Supported
ServiceNow Not Supported
Slack Not Supported
Tableau Not Supported
TimeJam Not Supported
Wufoo Not Supported
Zendesk Not Supported
Ziflow Not Supported
Zoom Team Chat Not Supported

Integrations

Box Supported
Google Drive Supported
Jira Supported
ManageEngine Identity Manager Plus Supported
Microsoft Excel Supported
Microsoft SharePoint Supported
NetSuite Supported
Planview Hub Supported
Planview Software Product Delivery Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Sage Intacct Supported
ServiceNow Supported
Slack Supported
Tableau Supported
TimeJam Supported
Wufoo Supported
Zendesk Supported
Ziflow Supported
Zoom Team Chat Supported
Claim Agentricks and update features and information
Claim Agentricks and update features and information