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 (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Teams and enterprises of all sizes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$45.00/month/user
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

IT Project Management Features

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management Features

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

Project Portfolio Management Features

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

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management Features

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

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Box
Google Drive
Jira
Jira Work Management
ManageEngine Identity Manager Plus
Microsoft SharePoint
NetSuite
Planview Hub
Planview Software Product Delivery
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
ServiceNow
Slack
Tableau
TimeJam
Zendesk
Ziflow
Zoom Team Chat

Integrations

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