The modern, efficient way to manage enterprise contracts.
The most disruptive force in enterprise IT since ERP is not contract management, but contract intelligence. Beyond simple document management, electronic signatures, clause libraries – the Icertis Contract Management platform enables a new tier of business intelligence offering an enterprise-wide 360-degree view of all enterprise contracts, deep insights and automatic oversight in a user-centric environment that accelerates time to contract, reduces risk and improves the bottom line.
Easy
Highly configurable and flexible, the Icertis Contract Management platform is easy to deploy. Designed for the modern enterprise with an intuitive user experience that makes it easy to use. Users can configure the platform to adapt to existing business processes, allow for unique contracts and workflows, or set up specialized user interfaces for individual roles making it easy to adopt.
Intelligent
The Icertis Contract Management platform intelligently reads and analyzes documents and third-party paper to provide authorized users with detailed risk reports, automatic obligation tracking, and smart notifications. The smart, contextual interface makes it easy to understand an entire portfolio of agreements and dependent relationships at a glance.
Enterprise-wide
The Icertis platform streamlines and systemizes all types of contracts and associated documentation for your entire organization in a single solution. The Icertis Contract Management platform integrates and exchanges data with all major ERP, Sourcing, Procurement, CRM, CPQ, PLM, Project Management, Service Management, and Document Management solutions, unlocking the potential for true visibility across global enterprises.
Software Description
AgentDrive is the data-driven sales, marketing and advertising platform for real estate professionals. Its core product is a real estate CRM that integrates with websites and portals and provides essential sales and marketing features:
real estate franchise software
property portal feeder
email & SMS campaigns
ad & flyer maker
real estate SEO
dynamic retargeting
data-driven reporting
Software Description
Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow
with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.
Features
Project Management
Customer Management
Data Visualization
Notifications
Document Comparison
Third-Party Plugins/Add-Ons
2-Factor Authentication
File Transfer
File Sharing
Contact Management
External Integrations
API
Scheduling
Calendar Management
Dashboard
Multi-User
Features
Notifications
Conversion Tracking
Organization Management
Dashboard
Scheduling
Calendar Management
Customer Management
Lead Management
Task Scheduling/Tracking
Multi-User
Project Management
Marketing Automation
Email Integration
Data Export
Data Import
Contact Management
Batch Permissions & Access
File Sharing
Features
Summary
Smart Contract Initiation
Specialized Solutions
Intelligent Contract Authoring
Negotiations and Collaboration
Contract Approval and Execution
Contract Visibility and Search
Usability and Productivity
Risk and Compliance
Single Source of Truth
RFx Management
Summary
Automatic property matching
Two-way full email sync
Built-in website & CMS
XML generator
Email & SMS
Dynamic retargeting campaigns
Multi-lingual/currency
Fully customizable
Summary
Built in workflow management
Discount and margin calculations
Automatic tags
Centralized product catalog
Single Agent
$55.00
1 user(s) / month
Included in plan:
CRM/Property Matching
Franchise Software
Property Portal Feeder
SMS & Email Campaigns
Ad & Flyer Maker
Two-way full email sync
5GB Email & File Storage
Setup, Training & Support
Office Package
$280.00
10 user(s) / month
Included in plan:
CRM/Property Matching
Franchise Software
Enterprise Website
Property Portal Feeder
SMS & Email Campaigns
Ad & Flyer Maker
Two-way full email sync
10GB Email & File Storage
Setup, Training & Support
Marketing Package
$420.00
15 user(s) / month
Included in plan:
CRM/Property Matching
Franchise Software (3 branches included)
Enterprise Website
Property Portal Feeder
SMS & Email Campaigns
Ad & Flyer Maker
Two-way full email sync
20GB Email & File Storage
Setup, Training & Support
Real Estate SEO
Data-driven Reporting
Google AdWords
Dynamic Retargeting
Franchise Package
$560.00
20 user(s) / month
Included in plan:
CRM/Property Matching
Franchise Software (4 branches included)
Enterprise Websites (2 websites included)
Property Portal Feeder
SMS & Email Campaigns
Ad & Flyer Maker
Two-way full email sync
30GB Email & File Storage
Setup, Training & Support
Real Estate SEO
Data-driven Reporting
Google AdWords
Dynamic Retargeting
Property Portal Software
White Label CRM
FAQs
What platforms does this service support?
The Icertis platform integrates with many leading applications in areas such as ERP, CRM, procurement, electronic signature and identity management. Popular integrations include those for Salesforce, Microsoft Dynamics CRM, PROS, DocuSign, Adobe Sign (formerly EchoSign) and open, standards-based integration with many identity management providers.
Mobile Experience
Increase user productivity, flexibility and satisfaction with native mobile support on iOS, Android and Windows. The Icertis contract management mobile apps enable users to get push notifications on tasks, view dashboards, search and view contracts and associated information, take approval actions, update notes, take actions on commitments and perform other contract-related tasks. Touch-friendly web access is also available on tablets and other mobile devices with browser support for IE, Chrome, Safari and Firefox.
Does this service offer an API?
The Icertis platform interface itself is built fully on the Icertis API. This API-first approach allows the Icertis platform to be very open, making even complex integrations easy. With specific integration components built into the architecture, the risk of upgrades and new features is reduced and integrations are more robust and efficient.
The Icertis contract management platform can be implemented in API-only mode with a completely custom interface or access from any line-of-business application. The Icertis platform’s user interface works on the API layer and is well suited to replacement of UI screens for specialized needs. The API can connect with any portal or enterprise system to enable Icertis functionality.
Does this service offer multi-user capability (e.g. teams)?
Yes
What are some applications this service is commonly used in tandem with?
Google Apps
Box
Office 365
Microsoft Azure
Sales Force
Microsoft Dynamics
Outlook
Share Point
Does this service offer guides, tutorials and or customer support?
Yes
Does this service integrate with any other apps?
Pre-built third-party integrations:
Icertis integrated with sourcing, procurement, CRM, configure-price-quote, product lifecycle management, project management, service management and document management solutions.
The platform also provides following integrations:
Sales Integration
Icertis Salesforce App
Icertis Microsoft CRM App
Enterprise Integration
Comprehensive at rest APIs
Message Bus Architecture
Standard Integrations
Who are the main user groups of this service?
We've built flexible, powerful tools and features that can help every department involved in any contracting across the enterprise.
Procurement, legal, Finance and Compliance, Sales professionals - for both buy-side and sell-side contracting.
What is this service generally used for?
The most disruptive force in enterprise IT since ERP is not contract management, but contract intelligence. Beyond simple document management, electronic signatures, clause libraries – the Icertis Contract Management platform enables a new tier of business intelligence offering an enterprise-wide 360-degree view of all enterprise contracts, deep insights and automatic oversight in a user-centric environment that accelerates time to contract, reduces risk and improves the bottom line.
FAQs
Does this service offer an API?
N/A
What platforms does this service support?
AgentDrive CRM is a web-based software.
Does this service offer multi-user capability (e.g. teams)?
Yes, AgentDrive is used by teams of all sizes including franchise networks with multiple offices. It supports 100+ languages which makes it easier for companies with overseas branches use one central system instead of many different ones.
Does this service offer guides, tutorials and or customer support?
AgentDrive offers dedicated support via email, phone and personal training. Customers can also browse an extensive video library available on AgentDrive's YouTube channel.
What are some applications this service is commonly used in tandem with?
N/A
What is this service generally used for?
Real estate professionals use AgentDrive's CRM to manage contacts, properties, transactions, referrals, property portal feeds, tasks and emails. They can run marketing campaigns, create unlimited reports and manage their franchise offices under one umbrella.
Who are the main user groups of this service?
Real estate agents, brokers, developers and franchises.
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