Icertis is a cloud-based contract lifecycle management (CLM) solution that provides businesses tools and functionalities, which help them to manage different stages of a contract lifecycle. Key features include approval workflow, auto extraction, milestone tracking, contract drafting and more.

In addition to the traditional four functional axes of contract management solutions that are authoring, execution, boilerplate and administration, Icertis also offers compliance/governance and risk management. It enables users to track transactions to enforce contract terms across order-to-cash and procure-to-pay processes. The solution's analytics and reporting features help managers to monitor contractual risk, quantify contractual performance and manage negotiation intelligence.

Additionally, offers proposal management, APIs and features an open architecture. Icertis supports integration with various third-party applications such as Adobe Sign, Box, DocuSign, Cloudmoyo and more. It offers support via phone, email, FAQs and an online support portal.



33 Reviews of Icertis

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 33 reviews

November 2018

Mike from FBHS

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

FBHS Icertis Review

Its been a great experience overall. We have a great project manager and support specialist assigned to us and most of our demands are constantly met.

Pros

Its easy to use and it provides the automated workflow that has allowed us to implement processes that require collaboration and approvals for certain agreement thresholds.

Cons

Not a software issue but i would like to be able to control the priority level when logging icm issues.

September 2018

Vaneisha from World Wide Technology

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Very Supportive Staff, great to work with

The staff is very supportive and engaging. This helped make a super easy transition, with a great product.

Pros

Easy to use and easy to adopt and administer.

Cons

User adoption, some of our users dont want to change their working styles.

September 2018

David from Vallen Distribution, Inc. formerly Industrial Distribution Group, Inc.

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Game changer for our contract process

The implementation and go live were highly supported and done on time and on budget. We have gained a highly controlled contract process and financial model approval flow as well as a central repository for all of our documents. The ability to administer most changes we need in the system ourselves with little or no support is a bonus.

Pros

Full featured platform that provides us control over much of the configuration and the contract elements we use. Work flows for approvals is a key to our process and ICM worked with us to fit a specific need without any customization. Ease of use, extremely good customer support and responsiveness to issues.

Cons

There are a few steps that require more clicks to access than is preferred. I believe the new UI will provide some improvement there.

May 2018

Zuleima from Universidad Central de Venezuela (UCV)

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

It is such a simple tool and has helped me a lot when managing a contract

Pros

Making a contract is not easy, and in my case this software has provided me with many tools when developing one that I need at the moment; this tool has been so useful, practical and simple when using it

Cons

This software is fantastic, and I have no objection or any bad experience with it; It has been very helpful, It provides me with ample solutions and I have saved a lot of time and money

May 2018

Lorenis from Universidad de Margarita (UNIMAR)

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

May 2018

It helps a lot and is very useful when managing a contract and its fulfillment

Pros

It is a very practical and simple tool when preparing contracts, among them; of purchase and sale; It allows me to save a lot of time and guarantees and exemplifies enormously with respect to legal processes regarding contracts and their compliance

Cons

It is a software that is very easy to use and I have no criticism about it because it has helped me a lot in the preparation of contracts, their compliance and administration

May 2018

Glenn from GFS

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

2 of 5

Functionality

5 of 5

May 2018

As new user, I can easily see the value of the tool.

document retention

Pros

Centralized retention will help with people moving within the organization, no paper
Electronic signature
Reminders for tasks

Cons

Lack of speed, perhaps this is hardware related?
Having to convert xls to pdf is a limitation.
Tutorial during inputs; this would be more intuitive. Provide definitions while hovering over a button. i.e. "by selecting this option you will...."

May 2018

Jim from Gordon Food Service

Review Source: Capterra


Ease-of-use

3 of 5

Customer support

4 of 5

Functionality

3 of 5

May 2018

This is a good tool but will require getting used to the unique and new capabilities.

Pros

Allows for one stop tracking of vendor agreements. Electronically housed and tracked for both internal and external users.

Cons

The functionality of icertic is not user friendly but will be learned over time with more use and experience.

May 2018

Phil from GFS

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

2 of 5

Functionality

2 of 5

May 2018

It has been ok

At this time I do not have any other than the company is dedicated to it. I will be 100% behind it because I am 100% behind my company.

Pros

There is not anything at this time I feel there is a Pro to the software. It is part of my company and I need to learn it.

Cons

The program is classic legal products and is a large step back from ease of use systems. The system has too many areas to go to and you cannot put them together for seamless functionality

May 2018

Tyler from Gordon Food Service

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

May 2018

Used for contract management

Pros

I enjoyed the ease of use and functionality, everything was typically very user friendly and a simple process.

Cons

Sometimes it takes a little while to search for a specific function, such as attaching a document to a contract.

May 2018

Julia from GFS

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Fantastic product

Pros

The system is very user-friendly, easily customizable, and has a sleek, pleasing appearance. Our internal clients are very enthusiastic about using the platform. ICertis also releases new versions every six months, so you are continually seeing improvements and innovation.

Cons

There is a steep learning curve from an administrative perspective, but everything is pretty logical

May 2018

Kristi from Gordon Food Service

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

I use Icertis CLM in my role in procurement almost every day

better management of our agreements

Pros

allows you to keep everything in one place, notifications is helpful, very collaborative for teams, ability to assign to others, can access with my phone

Cons

the search functionality doesn't always work like I would prefer, hard to pull back agreements if I sent in error

May 2018

Michael from Gordon Food Service

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

Highly configurable solution, supported by a strong support team, open framework for integration

iCertis ICM is enabling a transformation to how we manage the contract lifecycle and tie contracts to our operational systems that execute the contracts.

Pros

The solution is highly configurable which is allowing us to meet our unique business needs both on the customer/sell side and vendor/buy side. The solution is backed by a strong support team which is key to a successful implementation. The API framework is key to enable us to integrate the solution to our core operational systems.

Cons

The highly configurable nature of the product comes with some complexities. Once we began loading contract data we have found that it can be difficult to make configuration changes due to the data integrity built into the system.

May 2018

Antionette from Gordon Food Service

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

May 2018

Efficient

Pros

Manages agreements and provides efficiency. It prevents duplication of agreements that contradict each other.

Cons

Links with adobe and adobe does not have the best support team. Agreements cannot be bundles into one email to send to the vendor.

May 2018

Jennifer from Gordon Food Service

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Easy to track edits and changes

I don't know that I would be in a position to need to recommend but others in our organization may.

Pros

I like that you can easily track edits and changes from all parties and see history of those changes. Helpful in organizing many contracts.

Cons

Nothing to note at this time. From what I have used the functionality works for my role. Looking forward to using it more!

May 2018

Kim from Gordon Food Service

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

It is still early but the tool has been great to work with so far!

It allows us to have everything in one place. Very organized and easy to use

Pros

I can find everything I need all in one spot. It is very easy to use and not hard to learn the tool. I would highly recommend it!

Cons

There is very little that I dislike at the moment. Since it has only been a short time of use, I haven't found anything that really bothers me yet.

May 2018

Travis from Gordon Food Service

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Easy to use!

Pros

Creates efficiencies within my position to access necessary information quickly! This is a great asset for position.

Cons

Hard to say! Within my position I wanted some extra bells and whistles but overall this is a wonderful product!

May 2018

Bobi from GFS

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

Great way to communicate with multiple parties involved.

It made it easier to work across multiple teams within our company to complete the required task within everyone's field.

Pros

User friendly interface that makes it easy to find your way through and find what you need within the software

Cons

Would suggest a training to kick it off with team to help users with the best way to work within the software.

May 2018

Brian from GFS

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

Made my life easier!!!

Pros

It is an easy and convenient way to review and process contracts. Instead of having to manually go thru emails to find agreements, this is a simple and efficient process.

Cons

I received no training on how to maximize this system and had to figure it out by myself. Wasnt difficult to learn but could have used a quick training document.

May 2018

Brad from Gordon Food Service

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Excellent

Much easier to work with than our old word document process.

Pros

Easy to navigate. Very intuitive. Email prompts easy to use links are helpful. Simple signature process is also helpful.

Cons

A couple times when I used the system it took a while of for it to reply to me. Had to check back to ensure that I did it correctly.

May 2018

peggy from gordon food service

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2018

This is a great way to organize, and navigate our agreements. Keeps us inlign and on time!

timely approvals

Pros

link buttons and ease of approval. This has allowed me to keep my contracts organized and accesible. I love that I can view easily and be able to navigate our agreements for approval or rejection. It allows our team to develop communication. I appreciate the ability to approve at my own pace as well.

Cons

not much. The only thing i would say is that we need to have a better "listing" system. This is the only thing i would say.