Agiloft, a provider of data-first contract lifecycle management (CLM) solutions, has launched Agiloft for Salesforce on AgentExchange. The deployment brings enterprise contract lifecycle management directly into Salesforce’s unified ecosystem which integrates AppExchange, Slack, and Agentforce allowing organizations to manage, execute, and monitor agreement workflows natively within their primary customer relationship management (CRM) environment.
Agiloft for Salesforce is the only enterprise CLM integration for Salesforce that requires no code to deploy, maintain, or extend. The release enables organizations to manage contracts from within the CRM environment, eliminating the workflow disruptions and data synchronization challenges commonly found in contract operations across legal, finance, and sales teams.
Architected as a second-generation managed package, the solution stands as the industry’s only enterprise CLM integration for Salesforce designed to be deployed, maintained, and configured completely without code.
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Eliminating Data Silos Between Sales, Legal, and Finance.
We have been noticing that sales pipelines often get separated after being handed down to legal for review and then finance for revenue accounting in traditional contract operations. This has created serious operational pain points in many organizations. Agiloft for Salesforce helps to eliminate contract governance bottlenecks by integrating it directly with Salesforce native objects like Oppty and Account.
The teams at enterprise level can have an end-to-end view of the contract’s lifecycle as we have a connected data flow between Sales force and Agiloft‘s core CLM environment so that there is no need of doing the data work manually.
Critical features:
Automated Document Production: you can use a no-code rules engine to make master service agreements (MSAs) proposals non-disclosure agreements (NDAs), etc. from Salesforce record data in an instant.
Self-Service Signature Triggers: e-signature flows that are initiated automatically by the system based on pre-determined deal thresholds with bi-directional, real-time status updates between the systems.
Intra-functional view: being able to directly look up active obligations, renewal schedules, and compliance metrics associated by a single customer record in case you’re handling multiple customer accounts.
Enterprise Security Requirements: Scalable solution designed for complex Sales force environments. It has successfully gone through security and interoperability checks which are usually rather lengthy and exhaustive.
“What organizations increasingly need is a way to connect contract data directly into the systems where business decisions happen,” said Jason Barnwell, Chief Product Officer at Agiloft. “This release focuses on reducing the friction between CRM activity and contract management while giving customers the flexibility to adapt workflows to their own legal, finance, and sales processes through a completely no-code approach.”
Driving Operational Speed and Strategic Value
For revenue teams, the integration speeds up deal velocity by enabling account managers to generate, negotiate, and track agreements within familiar deal screens without waiting for separate legal intake.
Concurrently, legal and risk teams benefit from reduced administrative overhead, as self-service templates enforce compliance and pull contextual CRM data automatically at the point of request. Finance and revenue operations teams gain reliable access to contract terms, enhancing cash flow forecasting, audit readiness, and revenue recognition
