What users are saying about
2 Ratings
12 Ratings
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Score 8.1 out of 100
2 Ratings
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Score 7 out of 100

Likelihood to Recommend

Kofax TotalAgility

The platform is an excellent solution for companies looking for a workflow automation system that can be used across departments and its return on investment becomes apparent once it is introduced in production for a business. Its ability to route work tasks dynamically between employees and outside parties, implement SLAs, and get information to a back-end source is excellent.
Anonymous | TrustRadius Reviewer

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 | TrustRadius Reviewer

Feature Rating Comparison

Reporting & Analytics

Kofax TotalAgility
9.0
PlanPlus
Dashboards
Kofax TotalAgility
10.0
PlanPlus
Standard reports
Kofax TotalAgility
10.0
PlanPlus
Custom reports
Kofax TotalAgility
7.0
PlanPlus

Process Engine

Kofax TotalAgility
6.7
PlanPlus
Process designer
Kofax TotalAgility
8.0
PlanPlus
Process simulation
Kofax TotalAgility
1.0
PlanPlus
Business rules engine
Kofax TotalAgility
9.0
PlanPlus
Support for modeling languages
Kofax TotalAgility
6.4
PlanPlus
Form builder
Kofax TotalAgility
8.0
PlanPlus
Model execution
Kofax TotalAgility
8.0
PlanPlus

Sales Force Automation

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

Customer Service & Support

Kofax TotalAgility
PlanPlus
7.0
Case management
Kofax TotalAgility
PlanPlus
7.0
Call center management
Kofax TotalAgility
PlanPlus
8.0
Help desk management
Kofax TotalAgility
PlanPlus
6.0

Marketing Automation

Kofax TotalAgility
PlanPlus
6.5
Lead management
Kofax TotalAgility
PlanPlus
6.0
Email marketing
Kofax TotalAgility
PlanPlus
7.0

CRM Project Management

Kofax TotalAgility
PlanPlus
6.7
Task management
Kofax TotalAgility
PlanPlus
6.0
Billing and invoicing management
Kofax TotalAgility
PlanPlus
7.0
Reporting
Kofax TotalAgility
PlanPlus
7.0

CRM Reporting & Analytics

Kofax TotalAgility
PlanPlus
7.4
Forecasting
Kofax TotalAgility
PlanPlus
8.0
Pipeline visualization
Kofax TotalAgility
PlanPlus
7.0
Customizable reports
Kofax TotalAgility
PlanPlus
7.0

Customization

Kofax TotalAgility
PlanPlus
7.3
Custom fields
Kofax TotalAgility
PlanPlus
7.0
Custom objects
Kofax TotalAgility
PlanPlus
7.0
Scripting environment
Kofax TotalAgility
PlanPlus
8.0
API for custom integration
Kofax TotalAgility
PlanPlus
7.0

Security

Kofax TotalAgility
PlanPlus
7.0
Single sign-on capability
Kofax TotalAgility
PlanPlus
6.0
Role-based user permissions
Kofax TotalAgility
PlanPlus
8.0

Social CRM

Kofax TotalAgility
PlanPlus
7.0
Social data
Kofax TotalAgility
PlanPlus
7.0
Social engagement
Kofax TotalAgility
PlanPlus
7.0

Integrations with 3rd-party Software

Kofax TotalAgility
PlanPlus
7.0
Marketing automation
Kofax TotalAgility
PlanPlus
7.0
Compensation management
Kofax TotalAgility
PlanPlus
7.0

Platform

Kofax TotalAgility
PlanPlus
6.0
Mobile access
Kofax TotalAgility
PlanPlus
6.0

Pros

Kofax TotalAgility

  • Ease of use. The drag and drop configuration to create the processes makes the product easy to use and configure. Most of the icons are intuitive on what they are and how to use them. The use of the colored icons for each value also helps to know that that value is looking for.
  • Forms. The capture forms are easy to create and maintain. A new field can be added to the Extraction group and then the capture form is regenerated and that field is automatically added to the form with all the proper attributes. If an additional check box or field is added to the form, that field stays when regenerated. This differs from KTA 6.0.
  • Kofax has done pretty well integrating all the pieces of Kofax into one product. KC (Kofax Capture), KIC (Kofax Import Connector), KTM (Kofax Transformation Module with OCR), and workflow are all combined into KTA (Kofax Total Agility). This lets all of these features work together in one product. Kofax does keep adding more to the functions that maybe were left out original version. This makes Kofax Total Agility a robust product.
Gail Perian | TrustRadius Reviewer

PlanPlus

  • Drip marketing
  • Great customer service, Heather and Danielle were phenomenal!
  • Relatively easy to use, learn and personalize.
Jim Grauel, Jr. | TrustRadius Reviewer

Cons

Kofax TotalAgility

  • Exception management within the platform can certainly be improved upon. If a job is suspended for any particular issue integrations can be put in place to attempt to handle them but it is kludgy and does not always work as anticipated.
  • The administration interface is based on Microsoft Silverlight which limits it to certain versions of Internet Explorer and the interface has seen better days. Their other application, Kofax Kapow, has a much more mature and intuitive interface. This supposedly is being replaced in the next major iteration but I have doubts it will be successfully done.
  • The product is expensive. It is also the Cadillac of workflow platforms with document transformation built in. In many cases the product can do what you want it to do but there may be other more cost effective platforms.
Anonymous | TrustRadius Reviewer

PlanPlus

  • 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 | TrustRadius Reviewer

Alternatives Considered

Kofax TotalAgility

Kofax TotalAgility is a beast of a package that gives you a thousand ways to tackle a problem, but it may not be the best platform for your needs. It is more of an enterprise platform that integrates well with other systems with moderate development time. Other packages may be cheaper, easier, and faster to implement depending on needs.
Anonymous | TrustRadius Reviewer

PlanPlus

Initially went with PlanPlus Online due to cost and ease of getting started, plus the team was extremely accessible. Once we grew and saw the value of the CRM we switched the whole company over to Salesforce so we could integrate all of our systems into one.
Jim Grauel, Jr. | TrustRadius Reviewer

Return on Investment

Kofax TotalAgility

  • Kofax TotalAgility is very expensive. Some customers have reported that using the KTA workflow has increased productivity and has a good ROI overall. The customers have not shared true numbers for me to give details.
Gail Perian | TrustRadius Reviewer

PlanPlus

  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Screenshots

Pricing Details

Kofax TotalAgility

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Kofax TotalAgility Editions & Modules

Additional Pricing Details

PlanPlus

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$1,500*

* 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

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

Rating Summary

Likelihood to Recommend

Kofax TotalAgility
8.0
PlanPlus
7.0

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