Agiloft as a CRM?

Hi Community,

Just wondering if anyone has built any customizations in Agiloft specifically for CRM purposes. It doesn’t seem too much of a stretch as most the functionality would be there anyway. If so, just wondering how it’s been received by the users, and if it compares to something like Salesforce.


Hi @paul.855,

There are a few instances of customers that have configured Agiloft as a CRM tool. Here are a few case studies that come to mind, with some insight on user adoption and the effectiveness of the Agiloft CRM:

If you would like more examples, let us know and we can provide.


Thank you Jeff. I’ll take a look at these.