Agiloft - it's almost like you designed everything yourself!
Steve Theroux | TrustRadius Reviewer
Updated September 30, 2015

Agiloft - it's almost like you designed everything yourself!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

6.1

Modules Used

  • Contacts & Companies, Support Cases, Support Contracts, Internal and External Communications, Leads, POs

Overall Satisfaction with Agiloft Service Desk Suite

I spent several months searching for a good CRM software package. I was looking for a solution that was first and foremost easy to learn and use without requiring too much training time for our staff. It also needed to be robust enough to grow with our business and handle more aspects than just tracking calls and support cases while still being reasonably priced.

I evaluated several different CRM softwares before I finally came across EnterpriseWizard, now known as Agiloft. Most of the other CRM software packages were either too complicated or time consuming to setup and customize, or they were too expensive, many of the companies charging additional fees for each additional module or function.

With Agiloft, all of the modules are included, so there are no extra fees for activating additional modules. All we have to do is enable the new functions we want to use, and then customize them for our specific needs, so our Agiloft knowledgebase and functionality can grow and develop as we grow.

The Agiloft software is the most flexible and fully customizable CRM software package I found, and it goes well beyond the standard CRM functions. We were able to get started almost immediately by using the default setups included, and we were able to customize our configuration based on our needs with just a little guidance from Agiloft’s very knowledgeable team. We are able to track almost every aspect of our business in our Agiloft knowledgebase including the initial communications and demos for potential clients, equipment orders and installation training schedules, and the follow-up support and modification requests from existing clients.

We have been using Agiloft for well over a year now, and we find it hard to understand how we ever got along without it.
  • Automated Workflow that facilitates constant communication keeping all parties on the same page
  • Unparalleled versatility allowing new modules to be easily activated as the company grows and expands
  • Intuitive GUI that makes training new employees quick and easy
  • The wide range of the Agiloft software functionality can make it seem overwhelming to customize.
  • Currently, they offer a week-long, in-depth training class that would be more helpful to me if it was offered online as it is difficult to commit to being out of town for a week to attend the training.
  • More efficient internal communication based on a centralized knowledgebase accessible anytime from anywhere
  • Faster external communication with clients due to the automated workflow functionality
Most of the other CRM software packages we evaluated were either too complicated or time
consuming to setup and customize, or they were too expensive, especially since many
of the companies charge additional fees for each additional module or function
you want to use.
The Agiloft website has some short training videos that both show you how to use certain functions and also help outline the functionality available (for those of us who don't always know what we're looking for until we see it).

Using Agiloft Service Desk Suite

11 - Support Cases, Service Contracts, Training, and Marketing
As we grow, we are able to activate additional modules for new functionality with little training time, adding to our existing knowledgebase and increasing our efficiency.

Evaluating Agiloft Service Desk Suite and Competitors

  • Price
  • Product Features
  • Product Usability
With
Agiloft, all of the modules are included in the base price, so there are no
extra fees for activating additional modules.
All we have to do is enable the new functions we want to use, and then
customize them for our specific needs.

Agiloft Service Desk Suite Implementation

Using Agiloft Service Desk Suite

Agiloft Service Desk Suite Reliability