Agentricks

Agentricks

Advait Software Solutions
altaFlow

altaFlow

airSlate
+
+

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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

altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays.

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

Business teams in sales, HR, finance, and legal that need to automate document-heavy workflows and approvals without coding while maintaining compliance

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

$399/month
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 4.0 / 5
ease 2.0 / 5
features 5.0 / 5
design 4.0 / 5
support 3.0 / 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 & Cons from Real Users

Pros

  • The ability to quickly build forms and pseudo apps that perform well and integrate into a Microsoft 365 Domain. With Power Automate and a "bot" account bridging the integration gaps as a caveat. Delivery on the promise of automation. Vastly reduces the amount of time, tasks and training required for an end user to perform a cornucopia of business processes. Once a given process has been assembled. With few and slight exceptions, a very well polished and smooth experience for the end users of forms created with this product. Forms function on any device and can be managed from any device.

Cons

  • The user experience for the creators of forms and workflows of this product. There is a lot of jank. Ranging from UI problems when setting up variables in the workflow and bots section. To unexpected behavior on certain characters between elements and integrations. Nearly non-existent documentation for any specific part of any item in this package. Much trial and error and tribal knowledge needs to be acquired to use this product to its potential. Poor performance in a certain few areas. Especially large forms when regarding the variables when setting up bots. Forms with 100+ variables begin to take significant amounts of time (1m+) for every single update to a given mapping table. This is exacerbated by slower PCs. 0 version control and 0 ability to move elements from one flow into another in the same workspace.

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

airSlate
Founded: 2008
United States
altaflow.com

Alternatives

Alternatives

ThinkAutomation

ThinkAutomation

Parker Software
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation

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

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control Features

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Low-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Robotic Process Automation (RPA) Features

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

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

ActiveCampaign
Box
Docusign
Dropbox
HubSpot CRM
Insightly
Jira
Mailchimp
Microsoft 365
Nocode HQ
PostgreSQL
QuickBooks Online
SAP Litmos LMS
Salesforce
SendGrid
ShareFile
Smartsheet
Sugar Sell
Trello
Zendesk

Integrations

ActiveCampaign
Box
Docusign
Dropbox
HubSpot CRM
Insightly
Jira
Mailchimp
Microsoft 365
Nocode HQ
PostgreSQL
QuickBooks Online
SAP Litmos LMS
Salesforce
SendGrid
ShareFile
Smartsheet
Sugar Sell
Trello
Zendesk
Claim Agentricks and update features and information
Claim Agentricks and update features and information
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