IntelAgree CLM

by IntelAgreeSalesforceFreemium

Manage contracts in Salesforce with machine-learning analysis, workflow tracking, templates, e-signatures, and searchable agreement records.

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PRICINGFreemium
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
IntelAgree CLM — screenshot from the Salesforce AppExchange listing

What it does

IntelAgree connects contract management with Salesforce through a Lightning Component or native Salesforce functionality. It creates and populates contracts using existing Salesforce data and displays contracts from accounts, opportunities, and contacts. Machine learning identifies, extracts, and analyzes contract terms and clauses, while workflow automation tracks stages such as approvals, negotiation, and signatures. The platform includes a searchable repository, contract summaries, custom dashboards, templates, e-signatures, and storage.

Key capabilities

from the Salesforce AppExchange listing

Salesforce contract creation

Creates and populates contracts using existing Salesforce data.

Contract term extraction

Uses machine learning to identify, extract, and analyze terms and clauses in contracts.

Lifecycle workflow tracking

Tracks whether contracts are awaiting approvals, in negotiation, stalled, or awaiting signatures.

Agreement visibility

Displays contracts from Salesforce accounts, opportunities, and contacts.

Searchable repository

Provides contract summaries, custom dashboards, free-text search, and advanced search.

Contract templates

Includes templates for contract management.

Electronic signatures

Includes e-signatures as part of the contract management platform.

In the catalog

206 plugins in Salesforce Platform · Documents and content

Price distribution: 42 free, 19 freemium, 145 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium

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What the vendor says

«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 …»

Official marketplace listing

Publisher
IntelAgree
Updated on marketplace
Facts verified