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AgilePoint AgileXRM Review

Product Snapshot

Technology

AgilePoint AgileXRM is available as an on-premise solution.

Customer Focus

AgilePoint works with multinational, enterprise and mid-sized customers.

Selected Customers

Exelon, SNC Lavalin, L’Oréal, RICHO, The Salvation Army

About AgilePoint AgileXRM

AgilePoint AgileXRM AgilePoint AgileXRM is a BPM software solution that can enhance Microsoft Dynamics installations. The program is designed for non-technical users and provides visual modeling for all processes.

Throughout the modeling process, users can control all file versioning, set exceptions for rules and install forms for user data input. After a user transaction occurs through a workflow, the system can display a dialog box with further instructions or acknowledgement. The product can compare process performance against industry KPIs, and users can view all active processes as workers interact with them. Lastly, AgilePoint AgileXRM can connect Microsoft Dynamics to other third party platforms.

About AgilePoint
AgilePoint was founded in 2003 and is headquartered in Mountain View.

AgilePoint AgileXRM Key Features

  • On-premise BPM software solution
  • Designs workflows for Microsoft Dynamics
  • Requires no coding knowledge to use
  • Creates workflows through visual modeling
  • Sets up dialog boxes and user exceptions
  • Compares process performance against industry KPIs
  • Users can submit information through forms

 

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