What users are saying about

Agiloft Custom Workflow/BPM

2 Ratings
Score 10 out of 101

PlanPlus

3 Ratings
Score 7.5 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.
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PlanPlus

PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.
Ulrich (Uli) Nielen profile photo

Feature Rating Comparison

Sales Force Automation

Agiloft Custom Workflow/BPM
PlanPlus
7.2
Customer data management / contact management
Agiloft Custom Workflow/BPM
PlanPlus
8.0
Workflow management
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Territory management
Agiloft Custom Workflow/BPM
PlanPlus
9.0
Opportunity management
Agiloft Custom Workflow/BPM
PlanPlus
6.0
Integration with email client (e.g., Outlook or Gmail)
Agiloft Custom Workflow/BPM
PlanPlus
6.0
Contract management
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Quote & order management
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Interaction tracking
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Channel / partner relationship management
Agiloft Custom Workflow/BPM
PlanPlus
8.0

Customer Service & Support

Agiloft Custom Workflow/BPM
PlanPlus
7.0
Case management
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Call center management
Agiloft Custom Workflow/BPM
PlanPlus
8.0
Help desk management
Agiloft Custom Workflow/BPM
PlanPlus
6.0

Marketing Automation

Agiloft Custom Workflow/BPM
PlanPlus
6.5
Lead management
Agiloft Custom Workflow/BPM
PlanPlus
6.0
Email marketing
Agiloft Custom Workflow/BPM
PlanPlus
7.0

CRM Project Management

Agiloft Custom Workflow/BPM
PlanPlus
6.7
Task management
Agiloft Custom Workflow/BPM
PlanPlus
6.0
Billing and invoicing management
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Reporting
Agiloft Custom Workflow/BPM
PlanPlus
7.0

CRM Reporting & Analytics

Agiloft Custom Workflow/BPM
PlanPlus
7.4
Forecasting
Agiloft Custom Workflow/BPM
PlanPlus
8.0
Pipeline visualization
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Customizable reports
Agiloft Custom Workflow/BPM
PlanPlus
7.0

Customization

Agiloft Custom Workflow/BPM
PlanPlus
7.3
Custom fields
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Custom objects
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Scripting environment
Agiloft Custom Workflow/BPM
PlanPlus
8.0
API for custom integration
Agiloft Custom Workflow/BPM
PlanPlus
7.0

Security

Agiloft Custom Workflow/BPM
PlanPlus
7.0
Single sign-on capability
Agiloft Custom Workflow/BPM
PlanPlus
6.0
Role-based user permissions
Agiloft Custom Workflow/BPM
PlanPlus
8.0

Social CRM

Agiloft Custom Workflow/BPM
PlanPlus
7.0
Social data
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Social engagement
Agiloft Custom Workflow/BPM
PlanPlus
7.0

Integrations with 3rd-party Software

Agiloft Custom Workflow/BPM
PlanPlus
7.0
Marketing automation
Agiloft Custom Workflow/BPM
PlanPlus
7.0
Compensation management
Agiloft Custom Workflow/BPM
PlanPlus
7.0

Platform

Agiloft Custom Workflow/BPM
PlanPlus
6.0
Mobile access
Agiloft Custom Workflow/BPM
PlanPlus
6.0

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
  • Weekly and Monthly Planner is very productive.
  • Task Delegation and Pipeline Tracker are easy to use and efficient.
  • Goal Planning helped us as well to identify our chances.
Ulrich (Uli) Nielen profile photo

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
  • The synching did not always work well, especially for people on the road in remote areas.
  • Offline handling needs to be easier and faster.
  • Very complex CRM.
Ulrich (Uli) Nielen profile photo

Alternatives Considered

No answers on this topic
PlanPlus Online is much nicer than Salesforce and also much faster.
Ulrich (Uli) Nielen 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
  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
Ulrich (Uli) Nielen 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
Agiloft Custom Workflow/BPM Editions & Modules
Agiloft Custom Workflow/BPM
Additional Pricing Details

PlanPlus

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$1,500*
1.  Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.
PlanPlus Editions & Modules
PlanPlus
Edition
PlanPlus Online Planner Edition
$69.991
PlanPlus Online Professional Edition
$34.992
PlanPlus Online Business Edition
$199.993
1. Per/Year
2. Per User per Month
3. per 5 users/per month
Additional Pricing Details