Agiloft vs. CB Permissions Replicator

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agiloft
Score 7.4 out of 10
Enterprise companies (1,001+ employees)
Agiloft offers contract lifecycle management (CLM) software, connecting contractual commitments to real business outcomes using its Data-first Agreement Platform (DAP). With contract data as the foundation, customers can collaboratively reach agreement and leverage contract visibility. Employing artificial intelligence as a legal force multiplier, and integration capabilities as a data liberator, organizations can use Agiloft’s certified implementers to deliver connected,…N/A
CB Replicator
Score 2.0 out of 10
Mid-Size Companies (51-1,000 employees)
A major problem of storing Dynamics 365 documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents and sensitive data even if they don’t have CRM privileges to do so. CB Replicator, is an out-of-the-box solution that is designed to remedy this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions.
$3,600
per 100 users
Pricing
AgiloftCB Permissions Replicator
Editions & Modules
No answers on this topic
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
$3,600
per 100 users
Offerings
Pricing Offerings
AgiloftCB Replicator
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptional$80 per user
Additional Details
More Pricing Information
Community Pulse
AgiloftCB Permissions Replicator
Top Pros
Top Cons
Features
AgiloftCB Permissions Replicator
Contract Authoring
Comparison of Contract Authoring features of Product A and Product B
Agiloft
8.8
3 Ratings
7% above category average
CB Permissions Replicator
-
Ratings
Contract creation8.03 Ratings00 Ratings
Contract templates10.03 Ratings00 Ratings
Clause library/saved fields9.03 Ratings00 Ratings
Guided logic8.02 Ratings00 Ratings
Contract Collaboration
Comparison of Contract Collaboration features of Product A and Product B
Agiloft
9.7
3 Ratings
15% above category average
CB Permissions Replicator
-
Ratings
Contract sharing10.03 Ratings00 Ratings
Contract editing10.03 Ratings00 Ratings
Collaborating on contracts10.03 Ratings00 Ratings
MS Word plug-in10.03 Ratings00 Ratings
Approval process9.03 Ratings00 Ratings
Interdepartmental workflows9.03 Ratings00 Ratings
Contract Monitoring
Comparison of Contract Monitoring features of Product A and Product B
Agiloft
9.4
3 Ratings
10% above category average
CB Permissions Replicator
-
Ratings
Contract database10.03 Ratings00 Ratings
Contract search10.03 Ratings00 Ratings
Contract milestone reminders & alerts10.03 Ratings00 Ratings
Custom contract reports10.03 Ratings00 Ratings
Tracking contract status10.03 Ratings00 Ratings
Compliance check7.03 Ratings00 Ratings
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User Ratings
AgiloftCB Permissions Replicator
Likelihood to Recommend
9.0
(5 ratings)
8.0
(1 ratings)
Likelihood to Renew
10.0
(1 ratings)
8.0
(1 ratings)
Usability
10.0
(2 ratings)
8.0
(1 ratings)
Support Rating
10.0
(2 ratings)
8.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
AgiloftCB Permissions Replicator
Likelihood to Recommend
Agiloft
It is useful for contract management as it is supposed to be. I like the new interface a lot. It looks much more modern now. It is not as easy to manage documents that are not contracts. We tried to use the software as a vendor management solution, but eventually, the company decided to use another software instead. It needed customizations for our use case, which we could not afford to spend time on.
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Connecting Software
It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.
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Pros
Agiloft
  • Categorizing data based on your specific business needs.
  • Comparing documents and identifying risk.
  • Workflow management and visibility into state of things.
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Connecting Software
  • Visually friendly for the end user, maintaining the most common design style for workers
  • The adaptation time and the learning curve is relatively shorter than other similar applications
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Cons
Agiloft
  • Reporting - If reporting is important, you may consider another platform like Tableau which can be fed from Agiloft
  • Sorry, just reporting
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Connecting Software
  • The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
  • Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
  • Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
  • Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
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Likelihood to Renew
Agiloft
The current functionality is excellent and we keep getting request for more. Leadership wants to make this a one stop shop.
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Connecting Software
It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.
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Usability
Agiloft
Nice and simple interface. The software does its job well. It is not a central software for company operations, but it makes it significantly easier for multiple departments to operate. Regular updates and communication about them are the best part of the software and I would recommend it for other departments should the need arise. One major benefit I have found of Agiloft is scalability. As the company grows, the number of contracts grows almost exponentially. Agiloft allows handling them easily without having to reorganize old contracts.
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Connecting Software
As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.
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Support Rating
Agiloft
We have enlisted the help of Agiloft support on various occasions and it has been excellent. You work with an individual that understands your workflow and will help you figure out how to make corrections
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Connecting Software
Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.
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Implementation Rating
Agiloft
No answers on this topic
Connecting Software
Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.
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Alternatives Considered
Agiloft
Prior to implementing Agiloft, we used ProLaw. ProLaw acts as an electronic library for all contracts across the company. We were able to get this to work for us but it was limited in what functionality it provided. Agiloft is far superior when it comes to tracking and contract generation. Both systems store the agreements; however, Agiloft does a lot of the work for us. It creates the agreements with the click of a button, manages user permissions, sends automated reminders without requiring setup. These are all things ProLaw either didn't have or had but required manual entry. I was not the one who selected Agiloft as our new system, but after using it I can see why it was chosen.
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Connecting Software
Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.
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Return on Investment
Agiloft
  • Agiloft has streamlined the requisitioning process and eliminated manual effort and repetitive low-value tasks.
  • We now have a single source of truth for our SOC audits.
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Connecting Software
  • Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
  • As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.
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ScreenShots

Agiloft Screenshots

Screenshot of Agiloft dashboards that provide access to data and insightsScreenshot of function-specific dashboards that provide access to the most relevant dataScreenshot of records with clear process advancement prominently featuredScreenshot of a configurable viewScreenshot of Agiloft's search feature that reveals contracts in even the largest repositoriesScreenshot of the drag-and-drop workflow creation that lets users manage their process without code.

CB Replicator Screenshots

Screenshot of User MappingScreenshot of Starting and Stopping the ServiceScreenshot of Edit Configuration