What users are saying about

Agiloft Custom Workflow/BPM

2 Ratings
Score 10 out of 101

bpm'online

12 Ratings
Score 8.1 out of 101

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Likelihood to Recommend

Agiloft Custom Workflow/BPM

Agiloft is perfect for managing requisitions, linking those requisitions to their appropriate contracts (and getting the contracts directly executed via DocuSign or Adobe), notifications on upcoming renewals, spend tracking, trend analysis, contractor access management and ticket automation, audits, and much more. The tool flexible enough to integrate with other platforms but users need to be made aware of the requirements/limitations of the integrations.
Carly Cockman profile photo

bpm'online

  • Data segmentation
  • Increase in productivity
  • Better understanding of customer behavior
Pedro Campos profile photo

Feature Rating Comparison

Sales Force Automation

Agiloft Custom Workflow/BPM
bpm'online
9.1
Customer data management / contact management
Agiloft Custom Workflow/BPM
bpm'online
9.1
Workflow management
Agiloft Custom Workflow/BPM
bpm'online
9.0
Opportunity management
Agiloft Custom Workflow/BPM
bpm'online
9.1
Integration with email client (e.g., Outlook or Gmail)
Agiloft Custom Workflow/BPM
bpm'online
9.1
Contract management
Agiloft Custom Workflow/BPM
bpm'online
9.3
Quote & order management
Agiloft Custom Workflow/BPM
bpm'online
9.3
Interaction tracking
Agiloft Custom Workflow/BPM
bpm'online
9.0
Channel / partner relationship management
Agiloft Custom Workflow/BPM
bpm'online
8.8

Customer Service & Support

Agiloft Custom Workflow/BPM
bpm'online
9.1
Case management
Agiloft Custom Workflow/BPM
bpm'online
9.1
Call center management
Agiloft Custom Workflow/BPM
bpm'online
9.1
Help desk management
Agiloft Custom Workflow/BPM
bpm'online
9.1

Marketing Automation

Agiloft Custom Workflow/BPM
bpm'online
7.4
Lead management
Agiloft Custom Workflow/BPM
bpm'online
7.5
Email marketing
Agiloft Custom Workflow/BPM
bpm'online
7.4

CRM Project Management

Agiloft Custom Workflow/BPM
bpm'online
9.0
Task management
Agiloft Custom Workflow/BPM
bpm'online
8.6
Billing and invoicing management
Agiloft Custom Workflow/BPM
bpm'online
9.1
Reporting
Agiloft Custom Workflow/BPM
bpm'online
9.3

CRM Reporting & Analytics

Agiloft Custom Workflow/BPM
bpm'online
9.0
Forecasting
Agiloft Custom Workflow/BPM
bpm'online
8.9
Pipeline visualization
Agiloft Custom Workflow/BPM
bpm'online
8.9
Customizable reports
Agiloft Custom Workflow/BPM
bpm'online
9.3

Customization

Agiloft Custom Workflow/BPM
bpm'online
9.3
Custom fields
Agiloft Custom Workflow/BPM
bpm'online
9.4
Custom objects
Agiloft Custom Workflow/BPM
bpm'online
9.0
Scripting environment
Agiloft Custom Workflow/BPM
bpm'online
9.1
API for custom integration
Agiloft Custom Workflow/BPM
bpm'online
9.6

Security

Agiloft Custom Workflow/BPM
bpm'online
9.5
Single sign-on capability
Agiloft Custom Workflow/BPM
bpm'online
9.6
Role-based user permissions
Agiloft Custom Workflow/BPM
bpm'online
9.4

Social CRM

Agiloft Custom Workflow/BPM
bpm'online
9.2
Social data
Agiloft Custom Workflow/BPM
bpm'online
9.3
Social engagement
Agiloft Custom Workflow/BPM
bpm'online
9.1

Integrations with 3rd-party Software

Agiloft Custom Workflow/BPM
bpm'online
7.4
Marketing automation
Agiloft Custom Workflow/BPM
bpm'online
7.4

Platform

Agiloft Custom Workflow/BPM
bpm'online
9.1
Mobile access
Agiloft Custom Workflow/BPM
bpm'online
9.1

Pros

  • Ease of use for both end users and administrators
  • Limitless workflow development to automate processes
  • Flexibility to integrate with other software platforms
Carly Cockman profile photo
  • Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus.
  • Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpm online with other tracking solutions so it drastically helps us to identify traffic sources, channels and link this data to leads or accounts.
No photo available

Cons

  • We have a history of quick but unhelpful responses from customer support. Fortunately, we are able to work with our implementation specialist when support tickets require escalation. There is a clear eagerness to assist, but the communication from support lacks depth. You have to be extremely specific with your desired resolution.
Carly Cockman profile photo
  • Offer more design features in the marketing campaigns.
No photo available

Alternatives Considered

No answers on this topic
We can’t imagine our daily operation without bpm’online. We
highly recommend.
Elina Polonska profile photo

Return on Investment

  • 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.
Carly Cockman profile photo
  • Only positive impact
Elina Polonska profile photo

Pricing Details

Agiloft Custom Workflow/BPM

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Additional Pricing Details

bpm'online

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*
1.  per installation
Additional Pricing Details
The perpetual license option for on-site deployment is available upon request for enterprise-level customers. The purchase of perpetual license requires a one-time payment and the renewal of support packages on a yearly basis. Please discuss this with your bpm’online account manager. The pricing of bpm’online sales is indicated for monthly use of the software (including technical maintenance and updates to new versions). The system is available for subscription in two deployment options – Cloud and On-site. The minimum annual purchase volume per customer is $3,000 spent for any bpm’online products or vertical solutions. Purchase of add-ons, connectors, as well as support or training services is not counted as part of the minimum purchase volume