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.

Thanks,
Paul

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.

Thanks!

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