Agiloft

Agiloft is the most versatile and fully customizable CRM software package I was able to find.

What do you like best? With Agiloft, all of the modules are included, so there are no extra fees for activating additional modules. All we have to do is enable the new functions we want to use, and then customize them for our specific needs, so our Agiloft knowledgebase and functionality can grow and develop as we grow. What do you dislike? The flexibility of the Agiloft software can make it seem overwhelming to customize. Currently, they offer a week-long, in-depth training class that ...

Giving us one place for all of our processes and workflows

What do you like best? It allows us to customize the program to get exactly what we need. What do you dislike? There is a lack of documentation for its functionality. A lot of our learning has been either intuitive through trial and error, or through support and consulting hours. Recommendations to others considering the product Make sure to use the support portal when stuck. Their help and responses are extremely valuable. As are the consulting hours. What business problems are you ...

Incredibly Robust

What do you like best? Agiloft has endless configurations that will accommodate virtually any business that requires contracts or other types of documentation. The workflow and email capabilities are incredibly useful for finding the state of certain contracts, and creates a papertrail of approvals. The saved searches means that you can always search for certain contracts based on certain criteria, and again allows for very complex formulas. What do you dislike? If you are implementing ...

The most customisable software Ive ever worked with

What do you like best? The customisation capability is quite remarkable. The configuration can be completely customised to individual company requirements right down to field level. The user interface, colours, fonts, dashboards,and widgets can be tailored specific to a user, or group of users. Even reporting can be customised to use pre-existing business templates. Im yet to encounter a business scenario or process workflow that cant be configured within the system. What do you ...

Coding-free customization and extreme flexibility puts power in the hands of CRM/ERP users

What do you like best? 1 Easy coding-free process-oriented customization 2 Highly flexible in terms of automating nearly any business process 3 Overall simplicity yet customizable enough to look like a custom application 4 Easy enough to customize that users can decide how to automate their own jobs, not rely on administrators or professional services, allowing the business to react quickly to changes in requirements. 5 Clearly designed with forethought and ingenuity 6 High ...

Excellent product

What do you like best? Being able to create functioning workflows in intuitive manner What do you dislike? Nothing spings to mind, sound all round, some things seemed complex on first look What business problems are you solving with the product? What benefits have you realized? We were wasting a lot of time keeping track of the various tasks that need to be performed, with the grunt work taken care of by agiloft our senior people could focus on building relationships and expanding the ...

Implementation of IT Helpdesk, adhoc database solutions and development of Contract Mgt System

What do you like best? In terms of Agiloft's strengths, these include - Flexibility - the amount of process which can be created and speed in which to configure Configuration, not coding - saves rework, time and provides the opportunity to implement easily Price and service - good value, resellers and engagement from Agiloft themselves What do you dislike? In terms of areas Agiloft could improve - UI is slightly out-dated - does not necessarily prevent user adoption Minor bugs - ...

Agiloft is a very versatile

What do you like best? The product has endless possibilities and fits are need. What do you dislike? I really don't have anything bad to say about the product. Recommendations to others considering the product Great value proposition. The system gives you many options that allow you to solve many of your daily problems. What business problems are you solving with the product? What benefits have you realized? We are using the system for mileage reporting and are working to implementing a ...

Agiloft's interface makes it intuitive for to administer from a technical perspective.

What do you like best? Our teams use Agiloft for ticketing and document management. The ease of navigation and setting up dashboards has been relatively seamless. Also, the workflows can be setup with relative ease. Automating the back ups (.xml.ew integrates well with our Commvault back up solution for file. What do you dislike? Agiloft really fits meets most of our needs. In the future we will likely use MS SQL Server for the back end. The only concern we have with Agiloft is the ...

Agiloft an excellent flexible option, that can expand functionality as required

What do you like best? Agiloft has a comprehensive set of functionality that can be turned on when required. resulting in less confusion and overload for users. What do you dislike? The User interface is a bit old school, but is functional Recommendations to others considering the product Good flexible option What business problems are you solving with the product? What benefits have you realized? Agiloft has solved our CRM requirements well, but also enabled integration with other ...