What is AGILITY Docman?

Discover AGILITY, the revolutionary Business Management software designed to evolve alongside your company. Tailored for small to medium businesses (SMBs), AGILITY redefines the traditional CRM/CDP landscape by offering essential, streamlined features that drive growth.

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AGILITY Docman Starting Price

$ 50/User/Month

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Key Features of AGILITY Docman

Here are the powerful features that make AGILITY Docman stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Document Management
  • Customer Relationship Management
  • Workflow Automation
  • Email Integration
  • Task Management
  • Reporting And Analytics
  • Customizable Dashboards
  • Mobile Access
  • Role Based Access Control
  • Version Control
  • Audit Trail
  • Collaboration Tools
  • Template Management
  • E Signature Integration
  • Data Import/export
  • Calendar Integration
  • Notifications And Alerts
  • Contact Management
  • File Sharing
  • Search Functionality
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AGILITY Docman Screenshots

AGILITY Docman Pricing

Here are the pricing plans for AGILITY Docman. Choose the plan that best fits your requirements and budget. Get Detailed AGILITY Docman pricing as per your requirements.

First Month Free
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100%

OFF

First Month Free

Try AGILITY Risk-Free Today!

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Monthly
$ 50
User/Month
  • Cloud-Based Project Management
  • Calendar & Appointment Software
  • Client Portal & Ticketing System
  • Document Management
  • Project Billing Software
  • Contact Management
  • Quickbooks Integration
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The pricing information for AGILITY Docman is sourced either directly from the software provider or publicly available materials. To get the most accurate and up-to-date costs, we advise reaching out to the vendor.

The pricing information was last updated on 4th December 2024.

Free Trial is available

AGILITY Docman Specifications

Get a closer look at the technical specifications and system requirements for AGILITY Docman. Find out if it's compatible with your operating system and other software.

Company Details :
Company Name : AGILITY
Overview Provided by : A AGILITY Docman authorized person has given this overview.
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Language Support :
English
Business :
StartUps
SMBs
Mid-Market
Available Support :
Email
Training
Tickets

AGILITY Docman Description

Here's the comprehensive description of AGILITY Docman. Gain a brief understanding of its unique features and exceptional benefits.

Unlock the full potential of your business operations with AGILITY. Dive into our comprehensive suite of tools designed to enhance project management, client relations, document handling, and more.

Built from the ground up with small business in mind, AGILITY is redefining project management & integration with our innovative functions & features. Discover how AGILITY can streamline your workflow and elevate your productivity.

Project & Task Coordination

Cloud-Based Project Management

Manage every aspect of your projects with unparalleled ease. From initial planning to final delivery, keep your team aligned and on track.

Task Management Solutions

Break down projects into manageable tasks. Assign, track progress, and update statuses to keep your team focused and efficient.

Integrated Calendar & Scheduling Software

Never miss a deadline again. Our integrated calendar ensures you and your team are always aware of upcoming tasks and milestones.

Client & Communication Management

Enhanced Client Engagement

Build stronger relationships with a suite of communication tools that keep you connected to clients and ensure their needs are met promptly. Send SMS messages & emails directly from the AGILITY Communications module.

Streamlined Communications

Facilitate seamless internal and external communications with our built-in tools, from email to real-time notifications and meetings that sync to your Google Calendar.

Client Portal & Ticketing System

Offer clients transparency and direct support with a dedicated portal for service requests, enhancing trust and satisfaction. Easily assign incoming tickets to employees for easy task delegation.

Resource & Document Handling

Secure Document Management System

Organize, store, and share critical project documents securely, ensuring the right people have access to the right information at the right time.

Integrated Project Billing Software

Automate and manage your billing process with ease. Generate, send, and track invoices, streamlining your financial operations. Additional integration with Quickbooks is also available.

Efficient Time Tracking Software

Keep projects on budget with detailed timesheets that track employee hours against tasks and projects.

Database & Access Control

Secure Customer Database

Manage your customer information securely and efficiently, with customizable access controls to protect sensitive data.

Flexible Contact Management

Easily manage contacts and their roles across projects and teams, ensuring information is always up-to-date.

Customizable User Roles

Control access and permissions within AGILITY to ensure team members have the tools and information they need.

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Alternatives of AGILITY Docman

Explore alternative software options that can fulfill similar requirements as AGILITY Docman. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

AGILITY Docman FAQs

What is your refund policy?

We do not offer refunds. All fees relating to paid services, including the initial fees and any subsequent automatic renewal fees, are non-refundable. If you initiate a chargeback or otherwise reverse a payment made with a credit card through the Stripe payment gateway, Logistics 360 LLC may, at the company’s discretion, cancel your paid subscription services immediately. If Logistics 360 LLC successfully disputes the reversal, and the reversed funds are returned to Logistics 360 LLC, for more information be sure to reference our Terms of Service which is required to be agreed to prior to the creation of any account within our system.

Can I cancel my plan later on?

Yes. You can cancel anytime from the License tab under the User module. When you cancel, you will lose your access at the end of your billing cycle. Be sure you use all your data and information before the cancellation goes into effect. As long as your superuser (initial license) Is still active you will have access to all user data in the system. Upon final cancellation of the remaining license your data will be removed per our Terms of Service license agreement.

How do I get billed for my subscription?

We currently offer monthly billing. Your billed by license blocks based on the date of purchase of those blocks. License will be renewed before your due expiration date unless you cancel your subscription before. You have the ability to lower your subscription blocks by individual licenses during any time during the month of your subscription, however there is not a pro-rated credit for early reduction of licenses during the billing cycle. This is due to the fact that we do not delete the data associated with that license and any work within the system will still be accessible.

What happens when my free trial ends?

At the end of your free trial, your membership will automatically renew and you will be charged for a subscription on a monthly unless you cancel. You can cancel at any time prior to the renewal without being charged.

User License Volume Discounts

We try to price our software in-line with industry standard pricing. However we have had large scale organizations request 6 month or 12 month advanced payment pricing for our user licenses. Fill our our contact form and one of our sale agents can contact you for a custom quote for services. Volume discounts begin for organizations with over 25 active user licenses.

Import/Export of Data

We do provide a couple of templates for importing customer data into our system. However custom import/export services would be an add-on charge and would be priced based on the nature of the service we would be providing. Many of our data screens do allow CSV export of data for projects, tasks, and time and attendance entries if you wish to use them with external systems.

End User Support

We offer 24/7 email support with an average response time of less than 2 hours for your inquiry. Licensed users get support included via email. Phone and Video support is available at a per incident fee paid in advance. Many of our users have purchased a couple of training hours to setup the system though it is not required.

Licensing & Data Storage

Agility software is licensed by user on a month to month basis. There is no long term contract to sign. However if your account billing is over 30 days old with non-payment the company reserves the right to delete all company data from the system.

What types of businesses does AGILITY Docman serve?

AGILITY Docman serves a wide range of businesses, including but not limited to Startups, SMBs & Agencies.

How is AGILITY Docman commonly used?

AGILITY Docman is commonly used for various purposes, such as Project Management, Real Estate CRM, Online CRM and more.

Who are the primary competitors of AGILITY Docman?

The three major competitors of AGILITY Docman are Clatos CRM, JoForce and Airtable. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.

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