Supercharge Contract Management in Salesforce with IntelAgree
Watch IntelAgree + Salesforce in Action
See how IntelAgree transforms contract management in Salesforce. Learn how to streamline your workflow, reduce manual tasks, and close deals faster.
All-in-One Contracting Power for Salesforce CRM
IntelAgree connects seamlessly with Salesforce so you can quickly negotiate deals, boost compliance, and streamline the entire contract lifecycle. Using AI and intelligent automation, IntelAgree makes it easier for sales and procurement teams to create, execute, store, and search contracts — all without juggling multiple tools.
Key Features
- Accelerate Sales Cycles with Faster Contract Creation. Create and populate new contracts with existing data from Salesforce. Plus, import third-party paper or upload executed contracts to find key terms, dates, and clauses.
- Access Real-Time Information with Two-Way Data Sync. Use our machine learning algorithms to find contract data like payment terms, bill rates, term length, and more. That data is available in real time in Salesforce so you can see what may have changed during negotiations.
- Improve Contract Visibility for your Entire Team. View contracts from Salesforce accounts, opportunities, and contacts. See details like contract names, contract types, statuses, effective dates, and expiration dates.
Signing on the dotted line just got easier.
“The ease of the whole process—getting a contract on board and using the system—it's all very user-friendly. It's smooth, and not clunky. And some systems are really clunky. ... If you want visibility into your company, this is the ultimate tool.”
David Ward
Ward Logistics
“Our need for a CMS has been an objective for nearly a year now; however, we struggled to find any platforms that were really exciting or cutting-edge. Everything we saw felt archaic and far from intuitive. Once I was introduced to IntelAgree, I knew this is what we had been searching for: an innovative, scalable, intelligent solution that integrates advanced technology.”
Bruce Capagli
Precision Medical Products
“We have had the pleasure of working with the IntelAgree team before, so we knew their technology would be there. However, they exceeded our expectations with their 'white-glove' customer service and implementation team.”
Kris Wiebeck
Baldwin Risk Partners
“The pre- and post-acquisition diligence is key for us. With IntelAgree, we can upload contracts into the platform and see which contracts are expiring and who the acquisition prospect is contracting with. That provides accessible data that is important in the due diligence process. But more importantly, once a deal has closed, it’s about knowing what you have and then assigning it from there.”
Joseph Nullmeyer
Mitchell Martin, Inc.
“The way I see it, there are two major benefits to using IntelAgree. The first one is that my job is to make everybody’s life easier. If they can spend more time selling and less time preparing documents for review or negotiating terms, that’s a win-win. And the second one is the level of consistency among such a large group of people. The standardization of language has been a huge benefit.”
John Higgins
Tampa Bay Rays
“IntelAgree's built-in user adoption tool is really helpful. It’s easily accessible and offers a wealth of information and resources to help you navigate the platform. From step-by-step audio guidance to pre-recorded videos, the tool guides you as if someone's holding your hand and walking you through each piece of IntelAgree’s functionality. I’m excited because this will help us streamline user adoption and minimize the amount of time that I have to answer questions.”
Brandon Dexter
BG Staffing, Inc.
Here are some of our loyal users:
