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IntelAgree CLM

Your Contracts. Evolved

Overview

See How IntelAgree CLM Works

  • Your Contracts & Machine Learning (ML): ML identifies, extracts, and analyzes key terms and clauses, speeding up your negotiation process. Use standard “built-in” models or create your own. Easily find what you need no matter the contract type.

  • Boost Efficiency with Intelligent Automation: Intelligent workflow automation enables you to know where a contract is in its lifecycle—whether it’s awaiting internal approvals, in negotiation, stalled, or awaiting signatures.

  • Visibility: A searchable repository, contract summaries, and custom dashboard provide a comprehensive view of your agreements. Plus, with free text and advanced search capabilities, you can instantly identify areas of risk and discover opportunities.

A contract lifecycle management (CLM) integration is the final automated addition needed for your Salesforce solution. If your CLM is siloed from your CRM, you’re paying for inefficiency. IntelAgree is an AI-powered, end-to-end contract management platform. Our machine learning reads key terms, clauses, and dates in your contracts so your teams can focus on impactful work, not busy work. When you streamline your process with our Salesforce integration, here’s how your team will benefit: -Boost productivity and jumpstart your contracting process with our Lightning Component or native Salesforce functionality. -Create and populate new contracts with existing data from Salesforce to accelerate your sales cycles and execute contracts faster. -Support your growing business with an all-inclusive contract management platform that provides unlimited users, e-Signatures, templates, & storage. -Improve contract visibility across your teams by viewing contracts from Salesforce accounts, opportunities, and contacts. This package can access and change metadata outside its namespace in the Salesforce org where it’s installed.

Categories

Business Needs
Contract Management
Industries
Horizontal Product
Personas
Architect
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package