Agiloft CLM

Agiloft CLM

Agiloft
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About

Agiloft provides a leading Contract Lifecycle Management (CLM) platform designed to help businesses streamline and accelerate their contract processes. The platform uses AI-driven automation to reduce risks and enable faster, more accurate contract agreements. Its intuitive no-code interface allows users to customize workflows without programming, making it accessible for all skill levels. With integrations to over 1,000 business systems, it connects teams across the organization for seamless collaboration. Agiloft’s solutions have earned trust worldwide, reflected in a 95% customer renewal rate and strong industry recognition. The platform includes the Agiloft Data-first Agreement Platform, which enhances contract management with advanced data insights and AI capabilities.

About

Designed for the Commercial HVAC Service industry, Connect Software has proven to help grow service contractors by an average of 20% each year. Connect provides comprehensive asset/equipment management, customer management, pricing for multiple types of service agreements, project agreements and "Quick Quotes". Connect also produces 28 custom, professionally branded documents, a robust CRM and full field and contract management capabilities. Never lose a proposal or lead. Connect Sales provides transparency to all opportunities ever created, creating an ever-growing "warm lead" list. Control what is put in front of your customers, from professional presentations to updated Terms & Conditions and more. Access customer info, proposals, sales dashboards and more, from any device, anywhere with an Internet connection. Benefit from improved efficiency, communication and professionalism in one simple package.

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

Mid-sized to large enterprises and legal, procurement, and operations teams seeking a customizable, AI-powered platform to automate and optimize end-to-end contract lifecycle management with strong integration and support

Audience

Commercial HVAC service contractors looking for a management solution to increase sales and customer retention

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

$0
Free Version
Free Trial

Pricing

$99
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.8 / 5
features 5.0 / 5
design 4.5 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • When it comes to adaptability for routine processes, Agiloft BPM is probably one of the best-structured software for basic tasks, or for tasks with high levels of complexity. Agiloft BPM automates all of our workflows and makes them much more accessible, even allowing us to switch between them freely.
  • Agiloft serves to fully monitor the processes of information, communication and branding strategies, automating them entirely so that we can review them in real time and thus know which are the weakest links in our call center chains. Agiloft saves documents internally, which helps to share announcements or informative analysis to other team members.
  • I like everything about it. It’s amazing what you can do with it. I can only think of positive things when I think about Agiloft. It has saved a bunch of time for me. I highly suggest anyone that needs to keep track of tasks use this software.
  • Very customizable and very helpful staff at the Agiloft company. Did I mention the price? We compared database enterprise systems and Agiloft and Another won out of all that we looked through. The entry price into Agiloft enterprise suite is to good to ignore. The company support is as good as any company out there!

Cons

  • The scope we get by opting for Agiloft BPM is amazing: we can freely schedule our support ticket lists, and unlike other ticket management software, with Agiloft BPM you have the ability to highlight tickets, to make it easier to identify them, or to include them in reports.
  • In terms of ticket management it is not difficult to program it, but you cannot properly manage tickets that have been provided to the team through some third-party services, as in the case of those that are sent from social networks. These are limited to the policies of those platforms, and will only be visible depending on the configuration you have.
  • Can’t think of anything that I would change. Everything I use it for has been amazing. I honestly can’t think of a single item I would change on it.
  • It takes a little while to get it setup and configured and past the learning curve.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agiloft
Founded: 1990
United States
www.agiloft.com

Company Information

Connect Software
Founded: 2016
United States
www.connectsoftware.com

Alternatives

LinkSquares

LinkSquares

LinkSquares Inc.

Alternatives

ESM Contract

ESM Contract

ESM Solutions
DealHub

DealHub

DealHub.io
MaxAgreement

MaxAgreement

CellarStone
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software

Categories

Categories

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Business Rules Management Systems (BRMS) Features

Access Control / Permissions
Code Development Environment
Deploy Across Platforms
Flexible Hosting Options
Lifecycle Management
No Code Development
Simulation
Validation Tools

Integrations

Adobe Acrobat Sign
BeyondTrust Cloud Privilege Broker
Docusign
Periscope S2G

Integrations

Adobe Acrobat Sign
BeyondTrust Cloud Privilege Broker
Docusign
Periscope S2G
Claim Agiloft CLM and update features and information
Claim Agiloft CLM and update features and information
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Claim Connect Software and update features and information