Easy to integrate and use; higher percentage of sales contracts closed
August 29, 2024

Easy to integrate and use; higher percentage of sales contracts closed

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conga CLM

Conga CLM is built out in our CRM (Salesforce) to generate documents & contracts to send to clients for their review and signature. It solves the problems of manually generating and sending a file for client signature via email or fax, and having to have a separate software to do so. The integration with our CRM has greatly simplified our contract process.

Pros

  • Connect with organization's CRM
  • Generate documents from a template
  • Email sequence for reminders and completed notifications
  • Ability to edit templates to preference

Cons

  • Somewhat frequent blackouts/glitches
  • Expensive
  • Ability to automate workflow through departments
  • Ability to auto-save contracts within CRM files
  • Less manual work required by departments
Conga CLM suits what our business needs are. We have used it for 4 years now and plan to continue, as we have little to no issues using it and it satisfies our need for simplifying contract completion. The follow-up sequences available within the program have resulted in more signed contracts and more business for my company.
Conga CLM has simplified and automated our contract process by being easily integrated with our CRM platform. With the software auto-pulling client information to populate on the contract, it has saved our employees time by no longer having to manually enter this information. The automatic reminders have removed the need for email/telephone follow up to the client as well.
DocuSign charges per each resend needed whereas Conga CLM does not. By choosing Conga CLM we have saved money on resends, which are frequently required within our business due to clients requesting changes and edits. Conga CLM was also more easily integrated with our CRM, Salesforce. Conga CLM has proved better for our needs.

Do you think Conga CLM delivers good value for the price?

Yes

Are you happy with Conga CLM's feature set?

Yes

Did Conga CLM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Conga CLM go as expected?

I wasn't involved with the implementation phase

Would you buy Conga CLM again?

Yes

Good for doing business to business and business to consumer. B2B & B2C for contracts and purchase or order forms. Since there is no account needed on the signee's end, I believe this is suitable software for many types of businesses. It may not be appropriate for a company that doesn't keep an up-to-date CRM, as this is a key point to utilizing Conga CLM.

Conga CLM Feature Ratings

10.0
Contract creation
10
Contract templates
10
Clause library/saved fields
10
Guided logic
Not Rated
9.2
Contract sharing
10
Contract editing
10
Collaborating on contracts
8
MS Word plug-in
Not Rated
Approval process
10
Interdepartmental workflows
8
9.0
Contract database
9
Contract search
7
Contract milestone reminders & alerts
10
Custom contract reports
10
Tracking contract status
10
Compliance check
8
Contract Management ()
Not Rated

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