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Icertis Contract Intelligence: Strategic Contract Lifecycle Management (CLM)

The most intelligent way to structure and connect every kind of contract.

Starting at $65   USD/user/month
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Business Need
Contract Management
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud

Rating

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5
Lifetime average
Showing 3 of 3 Reviews
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Christopher Jackson

Great product

The integration works well and can be customized depending on where you want it to connect. The product team is very knowledgeable and professional - helping meet our needs.

Valerie Leonard
Double Star Ranger

Icertis CLM in Conjunction with Salesforce

Our company uses Icertis as its' CLM with Salesforce CRM. The interaction between the two systems works very well and keeps track of every contract in a single easy-to-use format. Icertis is extremely robust, very flexible and links easily to Salesforce. Our sales people add an opportunity in Salesforce and can create, monitor and complete every aspect of the contract within Salesforce. No hunting for files, different versions or historical information. Everything related to the contract is right in one place. As new templates are built we are bringing all contract types into icertis. The icertis support team is excellent! They respond immediately, are very helpful and make sure we are completely satisfied before closing the case. I would highly recommend icertis as a CLM. Depending on the number of contractual templates needed, be prepared to spend the time to build them.

Mary DuBois

Icertis - The Ticket for Your Contract Management Needs

We are a leading aviation company that integrates Icertis with our instance of Salesforce to house and execute thousands of contractual agreements. Using a powerful cloud-based platform, Icertis accommodates for numerous product templates and contract types required by our business. Icertis helps to streamline the contracts lifecycle process with sophisticated approval routing and tracking, efficient document version control and robust search capability. A highly responsive and knowledgeable technical support team allows our on-site Icertis administrators to provide excellent customer service to the sales team. In addition, our Icertis account team partners with us on system enhancements and upgrades as our needs change and evolve.