Anything you want
Agiloft to do, it can do.
This page provides information about Agiloft's features. We recommend viewing demos and tutorials for additional information. The Full Administrator Manual also provides detailed instructions regarding the use of Agiloft features.
See our Agiloft Edition Comparison page to learn more about the features included in the free edition of Agiloft.
Agiloft adapts to meet the particular needs of your company with configurable tables, fields, and relationships - all without writing a line of code.
Create tables and web forms, each with the full power of reports, charts, escalation rules, configurable fields, and workflows, using just your browser.
Add, remove, or modify fields as you like, without interrupting production use.
Accurately capture and manage your data with Agiloft's full range of data types.
Use our drag and drop editor to effortlessly design layouts.
Organize tabs as you see fit to create a clear and intuitive interface.
Manage both built-in and made-to-order choice tables with our simple point and click interface.
Structure relationships between tables to model the reality of your business architecture.
Orient users with individualized home pages that include the most useful records, searches, charts, reports, etc.
Personalize views to show all the essential information without clutter.
Change the view with a click of your mouse.
Highlight critical records with icon notifications and row coloring.
Use the mass edit feature to efficiently update several related records at once.
Use the Save and Next button to move smoothly from one ticket to the next or Save and New to open a new ticket with just one click.
Attach files of any kind to a record by email or web.
Link related records to manage them as a group.
Enter text in URL form (e.g. http://bit.ly/IqT6zt) and Agiloft will automatically convert it into a working hyperlink.
Streamline your customer support process by categorizing answers to common questions and searching standard solutions.
Adopt ITIL painlessly with Agiloft's pre-configured ITIL solution. With all of the structures and automation necessary for ITIL best practices built in, you can go live with minimal configuration and no need for custom coding.
Control access to documents with granular permission settings and effortlessly create audit trails of edits. Use our redlining feature to compare document versions.
Facilitate collaborative work with our file check-in/out feature, which ensures all collaborators have access to the most current version of joint project files.
Communicate more productively with Word and PDF templates that arrange record data into printable, distributable formats. Documents can be attached to the record or easily emailed to stakeholders.
Avail yourself of full text searching functionality within attached documents.
Automatically convert image files such a .jpg, .png and .pdf into fully searchable documents while retaining the original image.
Create a complete contract with a single mouse click: seamlessly place dates, fields and formulas into a document without messing with ActiveX or client controls.
Instantly find information anywhere in the database or attached files, with our full text search engine.
Define advanced searches with complex logic in a flash with our intuitive graphical user interface. No coding required!
Sort search results using any combination of fields in the searched records. Rearrange the order instantly by clicking on column headings in the search view.
Access saved searches from the drop-down whenever you need them.
Limit the number of separate reports you maintain by using run-time search filters. For example, you can report on recent repair requests and limit the problem type to hard drive issues.
Analyze the data most relevant to you with our robust charts and reports functionality. Review your company's profitability, productivity, and efficiency all at a glance.
Design and modify charts in minutes with our easy-to-use wizard.
Arrange and re-arrange charts from multiple tables on your dashboard with our drag and drop interface.
How have your strategic decisions impacted your business? Trend analysis charts and reports reveal progress and business insights via graphical trajectories.
Create and save useful reports for periodic review.
Publish reports, charts, and dashboards on a set schedule. Automatically email reports to keep staff in the loop.
Pop email from multiple accounts with full SSL security to generate records and confirmation receipts in plain text or HTML.
Simplify cumbersome email tasks like mail merges by drafting messages with variables. In the example to the right, the user's name is represented by "$end_user_name".
Managers can stay on top of critical cases with automatic notifications and escalation rules tailored to your business protocols.
Alert your staff automatically when records are assigned or tasks are overdue.
Send customers a link to update particular records using email hyperlinks automatically generated by workflow rules.
Or configure these links to perform actions in a record, such as setting the status of an Approval field to Yes, and then direct the user to any URL.
Use the Agiloft chat feature to connect with customers and offer instant, cost-effective support.
Track, record, and review any user activity with graphical charts, HTML reports and Excel spreadsheets.
Need to comply with government record-keeping rules? Use Agiloft's powerful history engine to create a fine-grained audit trail and a complete history of record changes.
Take advantage of Agiloft's asset polling functionality to retrieve essential information about machines and devices on your network. Coordinate it with business rules to automate management of your IT infrastructure.
Control and process your data with agile workflows that let you model and manage your business.
Reduce administrative load and increase information flow transparency with automated email notifications, data updates, reassignment, and flexible script actions.
Design and deploy rules to automate background processes and send progress notifications.
Trigger rules to run during real-time events, periodic intervals, or based on any combination of conditions.
Business rules are integrated with the user interface, API, and email for dynamic multi-system power and flexibility.
Eliminate human error by setting up business rules to run critical automation, with data updates and notifications along the way. Rules can interact with and update external database systems, ensuring no data slips through the cracks again.
Configure alerts and escalations to let your staff know when SLA terms have or have not been met.
Review response time performance at a glance with charts, or drill down into the data with reports and History.
Rest easy knowing that our built-in backup utility protects your data against disk failures.
Build end user portals and custom interfaces using tools like Dreamweaver or CoffeeCup and simply insert Agiloft's macros to display dynamic elements like forms, tables, and status messages.
Change the colors, fonts, and images in the Look and Feel wizard, without writing a line of code.
Greet customers from different companies with interfaces specially branded to match each company's corporate standards.
Add any image to our graphics library to change icons, logos, and more.
Choose fonts and colors to match your company website.
Take advantage of our multilingual support to communicate worldwide. Translate system messages, field labels, and instructions to communicate with customers around the globe.
Give staff or customers answers to common questions with the fully integrated FAQ interface.
Simplify and secure the login process with tools like LDAP, OAuth, and SAML 2.0.
Let users self-register to lighten the load of your IT staff.
Or, maintain control of user registration by disabling this feature.
Configure password security requirements as you see fit.
Fine tune group permissions all the way down to specific record data. Sophisticated SQL-based permissions means users only see the records they should.
For truly precise control, limit access to individual fields within records. For example, you can let group members view fields in all records, but only edit them in records they own.
Define access to records, fields, and menu items like mass edit, import, and export.
You can create as many groups as you like, or just use our defaults, which include admin, staff, and registered and unregistered end user groups.
Need to comply with rigorous privacy standards like HIPAA? Use our strict permissions and deploy data encryption for maximum privacy protection.
Allow end users to submit requests, view FAQs, and upload or download files from a branded portal.
Let our GUI dynamically adjust to logins from your most important customers, each greeted by their own company logo and branding.
Administer essential business processes through our fluid web interface for admins.
Maximize staff user productivity with an efficiently designed interface that makes it easy to identify assigned records and respond to issues.
Solve problems on the go with Agiloft's mobile interface. All Android and Apple devices are supported, and the mobile-friendly interface is ADA compliant.
Take advantage of our prebuilt integration for standard systems like MS Exchange, Outlook, Excel and LDAP. (See our integration page for details).
With the power of custom scripts, there's nothing you can't do. Don't have time to integrate your other systems with Agiloft? Allow our consultants to quickly set up extra APIs for you.
Eliminate the overhead of maintaining user accounts on multiple servers with LDAP or Active Directory and configurable attribute mapping.
Deploy specialized business logic with code in common languages like Perl, Java, or Python; data is pushed through the XML transport layer when relevant records are created or modified.
Need advanced server-side scripting or batch processing? Agiloft supports a full web services API.
Import and export data files in ASCII, XML, Excel or other public or proprietary formats, at regular or discrete intervals.
Capture the hardware, OS and software information you need from user PCs with WMI integration.
Sync data with external systems like Quickbooks and Excel automatically with our powerful synchronization subsystem.
Easily coordinate your Agiloft calendar with other Calendar applications from Google, Microsoft, Apple, and more.
Sync your most important files whenever you like with our out-of-the-box synching functions for file directories, MS Exchange, QuickBooks, and Excel.
Install our sophisticated software in just a few minutes. Then, let us tailor it to your precise needs it in just a few weeks.
Upgrades just take a few mouse clicks and automatically create a full backup of the Knowledgebase.