Who Uses This Software?

Focused on mid to large companies that need robust automation, Agiloft provides deep and rapid customization that easily adapts to serve a wide range of vertical industries.


Average Ratings

17 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Agiloft
  • www.agiloft.com/
  • Founded 1991
  • United States

About This Software

Winner of Editors' Choice Award by PC Magazine and heralded as "the most customizable contract management system on the market", Our agile technology platform makes it quick to setup and easy to use. Agiloft provides a centralized, searchable repository with integrated workflows, email alerts, PDF contract generation and reports that address even the most sophisticated approval processes. Fully audit compliant with support for HIPAA, SOX and CFR21. Start today with a free custom demo.


Features Checklist

  • Approval Workflow
  • Auto Extraction
  • Buy Side (Suppliers)
  • Completion Tracking
  • Compliance Management
  • Contact Management
  • Contract Drafting
  • Contract Templates
  • Digital Signature
  • Document Management
  • Full Text Search
  • Government Contracts
  • Lifecycle Management
  • Milestone Tracking
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control

Product Reviews

Safe Horizon has successfully implemented the Agiloft Contract Management System as tailored to meet

May 04, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Extremely flexible and user configurable to a degree I haven't seen before in a product of this type.

Cons: The Group and Team concept and settings are difficult to understand at first and can be daunting to implement. Once understood the level of security and functionality is very impressive.

Overall: Transitioned from a completely manual system to a sophisticated all encompassing digital one.

Highly customizable and affordable system with excellent customer service

Mar 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: PROS: Agiloft especially excels at scalable customization, fair pricing and customer service. All the staff I've encountered at Agiloft (not just the initial sales contact), from the implementers to the billing staff, have been responsive, friendly and helpful with a "can-do" positive attitude. They are a professional, dependable service-oriented team. Billing with Agiloft has always been very fair and transparent. The possibilities with Agiloft's system are nearly limitless. If inclined, the administrator can take on a significant amount of the maintenance and design of the system. I had no programming experience, but using the available documentation/tutorials and custom training available along with the creative ideas my implementer offered, I was able to become quite independent and save our company money while having a tailored, high performing contract system that grows with our organization's needs.

CONS: With so many possibilities for customization comes a number of decisions that need to be made. This can be time-consuming, but Agiloft offers the customer the option to make as many or as little of the design decisions as works for them. We'd much rather have the problem of too much choice than a situation where the system doesn't fit our needs enough or where the cost of having an engineer design everything in our system is prohibitively expensive. If your organization wants to handle some of the maintenance and design, there definitely can be a learning curve for the more complex aspects but also great payoff in independence and control of the direction of the system.

RECOMMENDATIONS FOR OTHER BUYERS: We had a very lengthy review process that involved intensive research. We recommend strongly considering how experienced and knowledgeable and stable the vendor is (not just who has the slickest app or tech conference booth). We also recommend noting how much the vendor listens to you during the sales process. Agiloft has been a solid industry leader since the 1990's and did not pressure or rush us to make our decision. They were patient and respectful and worked hard to understand our unique needs as a nonprofit and as a public media organization. We recommend taking time for the demos, using the free trial versions and talking to the vendors thoroughly about what is and isn't included and how they operate. We also recommend reading the PCMag review as it was comprehensive and captured what makes Agiloft different from its competitors.

A very flexible application for handling workflows

Aug 08, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Cal Poly choose Agiloft (then Enterprise Wizard) based on two points. The first was that it was the best fit for the type workflows that we wanted to implement. The second point was that it required almost no programming outside of the GUI interface. That second point allowed us to get the product up and running without the use of our programming staff (their time is very valuable and in great demand).

We use the product to track the following type of requests:
1. Technical service needed (hardware, software not working, etc.)
2. Account requests (new/modify account requests to various systems on campus)
3. Software requests (all software available to campus users)
4. ITS related assets (all hardware controlled by ITS)
5. All types of technical abuse complaints (copyright issues and other types of inappropriate usage)
6. Surveys about the follow-through of the staff to requests entered into the system

We have about one and a half FTE's to handle issues and to perform any updates, modifications or new additions. Our user base is about 5,000 staff and faculty and about 20,000 students. We generate almost 6,000 requests per month. The system is hosted and it is both very scalable and the response time is very good.

The Agiloft staff are all first rate and extremely responsive. This is one of the best if not the best companies that we deal with both in terms of responding to issues and being available to help us with modifications and additions to the system.

We are putting more and more types of requests with various different workflows into the system due to the easy of implementing and the fact that it does not require programming staff time.

Agiloft, the software that keeps on giving!

Aug 02, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Going on our 10th year of using Agiloft our companies survival depends on it. Almost everything flows thru Agiloft from Customers, Contacts, Support Tickets, Billing, Announcements, Email Marketing, Prospects, Opportunities, Quotes, Projects, Tasks, Software Licenses, Products and etc.
The ability to setup new fields, records, tasks, rules and workflow is without question the easiest product on the market to setup and use. The web interface is easy to customize and setup to your business needs giving staff a minimal learning curve from new interfaces to converted legacy systems.
Security based views allow for easily setting up views for administrators to view fields that would not be seen by other personnel. There are so many options available it's almost impossible to describe all of the features. You just need to find out for yourself just how flexible it is.
Other factors that made our decision to go with Agiloft were price, support and continued software updates including new features and functionally that are always being released.

Cons: For me, there are no cons. Agiloft does everything I need and more.

Overall: Without Agiloft, supporting our customers would be near to impossible. It is our main interface to our customers and supporting our customers is our top priority. It is used by everyone in our office from customer service to sales.
Some of the key points of Agiloft is its security, scalability, backup and restore, building solutions without coding, integration with other systems, web interface, etc.
It's always great to be in a meeting discussing new feature and functions that people would like to see and have them implemented within hours of the discussion.

Chester County Department of Emergency Services

Jul 31, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We use the Agiloft product to manage all of our communications equipment. The system was designed to track assets and provide a ticketing system for generating work orders for repair and maintenance of our assets. We have also added a contacts module that has the capability of tracking maintenance and service contracts at the asset level. This was a large undertaking and we found both the Agiloft product and team members to be outstanding.

Review of Agiloft for 101 Telco Solutions, Inc.

Jul 31, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Agiloft (formerly Enterprise Wizard) has proven to be easily customized to fit our needs as a telecommunications repair center. The customer support is second to none when we have a need to modify or simply ask a question. The ability to link to other software platforms for invoicing, importing/exporting data to our customer erp's, etc. makes this an invaluable tool. I truly believe we couldn't have made a better choice.

A unique and flexible platform for automating your business

Jul 30, 2013
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: ENKI chose Agiloft (formerly Enterprise Wizard) for automating its customer service and sales operations. After using other SaaS (software-as-a-service) platforms that were more expensive and less flexible, ENKI found that Agiloft gave us the ability to rapidly deploy and update our business process automation to match our fast-paced business. We are now beginning to use Agiloft for automating other customer-facing and internal operations processes as well. Customization is quick and easy. And Agiloft's support and sales team is responsive and more importantly, listens to our needs and requests, which is rare in the industry.

Pros:
Easy and flexible graphical customization, software-free customization, a variety of "canned" applications included, can be self-hosted or leased as a service, comprehensive and expert onshore support, responsive management team.
Cons:
Lack of accounting and billing packages/features means we have to interface to other tools when we like this one better!
User interface would benefit from additional flexibility by providing full application-like interfaces for casual users and end-customers to access all the features.

Best software purchase I've ever made

May 16, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: - Ease of customization - Everything is point-and-click and easy to understand. We have not had to write any code, yet we're integrated with several other mission-critical systems within our business.
- Ease of use - Even our fairly non-technical users find AG easy to pick up, and with light training are productive immediately. I attribute some of this to the user interface, but even more of it to the fact that we are able to mold the system to our business flow and terminology, so it's already familiar.
- Performance - We have a few dozen people in and out of the system all day, and rarely have any trouble. We did install on our own server, and sized it according to AG's recommendations.
- Quality - While any software product will have minor annoyances that you would like to see fixed, there are only a few of those. We have had absolutely zero bugs that have stopped us from getting the business value out of AG that we need.
- Cost - Very reasonable per-seat fees, no upcharges.

Cons: This is not a con, but my only advice is to find a champion for the project internally who understands the business processes you're wanting to implement in AG, and who has the time to focus on the project. Don't be afraid to implement what you need, and then tweak over time as requests come in - you'll rarely get everything right in a first pass and you'll get the best feedback after a minimal process has been in the users' hands for a week or two.

Overall: I don't want to sound over the top, but I have nothing but good things to say about Agiloft. As a rapidly growing company we had many manual processes which needed to be automated. Having a system that fit our business model was important, and I went through a lot of tools before I settled on AG.

By far the strongest aspect of Agiloft is its ease of customization. Literally all customization is point and click, and within about 40 hours of our initial installation (which we did ourselves on our hardware), we had a system up and running which accomplished what I was unable to do with any other product.

Since the original implementation in October 2011, there has not been a week where I have not been rolling out AG into other areas of our business, to the point where we now track everything from sales leads to fixed assets, billing, and service in AG.

Our users have learned quickly, and have been happy to have a system that helps them do their jobs well.

Process Modeling Tool

Apr 09, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Agiloft is a process modeling tool designed for business not IT. Whether you are looking for a ticket system, a documentation management system and/or a procurement system, Agiloft can help you with one or a combination of all three -- really any business process can be supported by Agiloft.

Cons: We have no real complaints about Agiloft. Over the years Agiloft has continually invested in functionality and as we have grown Agiloft has been able to scale and grow with us.

Overall: If you are serious about process documentation and governance and are looking for a flexible tool that literally will run itself, look no further. Agiloft is a platform for business productivity.

It's Perfect and It works

Apr 07, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Easiest implementation I've ever seen.
Nice built in full backup feature with tiered backup scheduling capabiltiies.

Cons: Could use a nicer GUI on the end user side to save time in implementation... but what it comes with is great nonetheless.

Overall: If you're looking for a low cost help desk out of the box with great scaling capabilities and want to simply define workflows with GUI and easy to build rules. This is your product. Everything else will either be feature deficient or extremely overbuilt and require a software engineer to manage for you.

DCG Systems Experience

Apr 05, 2012
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Easily Customizable to our business needs. Automatic reporting and email notifications are essential to our process.

Out of the box integration to our business structure. Create and adapt business practices to include Agiloft. We did not know what we were missing until we started creating processes with Agiloft in mind, The joke at our company is "Agiloft can do it".

Cons: As a company that tracks equipment MTBF, availability and MTTR, the Graphics and Graphing packages lack the ability to do some of the hings we would like. Still need to import some data into excel for post processing.

Overall: I would recommend Agiloft to anyone needing a fully customizable CRM with a focus on customer relations. the folks at Agiloft go out of their way to understand your business process and where their product would best fit in. Agiloft Customer Support is Outstanding!

EW Adapts to our needs as we grow

Apr 05, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Ease of Configuration
Expandability Endless
Not much you can't do with it
We don't have to conform to it, it conform to us
Great Support provide by knowledgable & friendly staff
Roadmap of product is clearly defined and is alway moving product in right direction

Cons: Many ways to accomplish a goal, that it can be hard sometimes to determine best way

Overall: Enterprise Wizard is great for our business. Initially started out as a ticketing system for our support team is now being used through out company to streamline all workflows and processes. The process of automation make you really look at existing workflows and processes and that is the hardest part of the whole process. But it nice that we didn't have to change our processes to work with EW, we could just program EW to work the way we wanted it to work.

Agiloft

Feb 28, 2010
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Pros: Lumina has been using Agiloft (and its predecessor SupportWizard) for 7 years, for issue tracking, and customer support. We have found it outstanding in its flexibility, ease of use, and reliability. There's nothing else out there that we've found that even approaches its customizability for rapidly creating a system tailored to our exact needs.

Cons: It used sometimes to have slow response, but those problems have gone away in recent releases.

Overall: We thoroughly recommend it to any organization that wants to create a CRM system, issue tracker, workflow management, project tracker, or similar application. It's so easy to use that someone with modest technical abilities can tailor it themselves without requiring IT professionals or outside developers.