Icertis Software

4.49 / 5 (35)

About Icertis


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.



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Supported Operating System(s):

Web browser (OS agnostic)

35 Reviews of Icertis

Average User Ratings

Overall

4.49 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(19)

4 stars

(15)

3 stars

(0)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 35 reviews

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February 2019

Scott from Vallen Distribution, Inc.

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Icertis Contract Management

Our company implemented the Icertis platform in 2016. It has completely transformed our CLM process. We thought we were buying a software package, but instead got a CLM platform that completely transformed our approach to contracts. We have reduced turnaround time and have greater visibility of our contracts and commitments. We are coming to the end of our three year contract and have already committed to signing a new three year contract. Icertis has been a great partner and we are excited to continue our relationship well into the future!

Pros

The Icertis platform is very user friendly and intuitive. The functionality allows flexibility and customization. Using Icertis makes your CLM process seemless across the organization. The reporting capabilites are very useful and system reliability is flawless. Icertis customer service is second to none. The vast majority of our helpdesk tickets have been resolved in less than 24 hours.

Cons

From an administration standpoint, if you make a mistake and move a document to executed state, you cannot "undo" the mistake and instead have to enter a helpdesk ticket to get the issue resolved.

April 2018

Deb from Vertiv Co

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

April 2018

I sourced, and implemented this tool for our Global buy side

One uniform database for all of our buy side agreements across the globe. We have consolidated many systems to one.

Pros

Ease of use, support and service. People are fantastic to work with. The tool is best of bread with improvements to come. The project teams that I have worked with have gone above and beyond to ensure that our needs were met, on time, and on budget. I have been very pleased with the tool. My users as a whole have also appreciated the search features and the ability to setup deviation approvals. Very pleased with the technology and the people.

Cons

It takes a bit of time to configure the tool and get it to work. Once it is setup it works flawlessly. I wish that the tool had more features for the negotiation portion of the clm

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

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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.

April 2018

Trevor from Vertiv Co.

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2018

Icertis made creating NDAs a breeze.

Pros

I like the ease of use for this software when creating NDAs and other smaller documents. The integration with DocuSign is seemless and internally the process is much more efficient. I also like that it is a hub for all of our users to store their contracts, when in days past we had to go looking for documents in personal folders.

Cons

It's a bit clunky with larger agreements and much of then negotiations have to take place outside of the software. I also dislike how many updates I get when creating a single document, something I'm sure I could turn off but I have yet to find out how. It is also a bit of a bear to upload contract on third party paper to the system, something I believe is about to change.

March 2017

Sachin from KPIT Technologies Limited

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2017

A User friendly and robust contract management tool

We have been using ICLM for more than 2 years now. We have managed to overcome the challenges that we had been facing in our traditional way of managing contracts. Contract Management has become a lot more easier now. The team at ICERTIS understood our requirements and has been able to customize the tool as per our needs and to our satisfaction. The tool is quite user friendly and we have seen faster acceptability of the same within our sales team located across the globe.

April 2018

Patrick from Vertiv Co

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2018

GREAT PRODUCT!

A consolidated platform to perform all contract management functions.

Pros

Ease of Use and the Contract management capabilities. The ability to quickly and accurately identify contracts and the platforms agility.

Cons

Currently, I do not have any feedback for this section. However, I will state that I have been engaged with partners at Icertis and they are continually investing in the platform and the identified future enhancements are cutting edge.

November 2018

Mike from FBHS

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

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.

May 2018

Albanis from Universidad de Margarita (UNIMAR)

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

May 2018

impressively improves the management of conrates and their administration. it is very useful

Pros

it allows me to visualize all types of contracts (corporate, sale and purchase); improve my commitment at the time of compliance with the contract thus also improving the management of my business. It is very simple to use, saves time and provides me with extensive solutions when managing a contract

Cons

I can not complain about such excellent and useful software at the time of facilitating the management of contracts. is a tool that guarantees and helps in legal process services regarding contracts and their compliance

May 2018

peggy from gordon food service

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

April 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

The custom features are excellent!

Pros

Icertis has been the easiest and most customizable software I've used thus far! Since merging to Icertis, contract management has become very efficient.

Cons

There hasn't been any issues or concerns that the Customer Support Team at Icertis hasn't been able to answer or help us with!

March 2019

Lynne from Granite Construction Company

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

Icertis was a game changer for our

The Icertis team was extremely helpful during our setup and roll out. The level of support that we have continued to receive has been remarkable. The support team is extremely responsive.

Pros

The best part of the Icertis software was to allow us to have all of our contracts in one place. Having the software in place is also allowing us to track our DBE CUF checklists and DBE requirements for contracts that require that type of tracking.

Cons

The one thing that has been a challenge for our company is the reports that are within Icertis. We struggle getting the data we want in a format that makes sense to our business.

April 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use