IntelAgree CLM

A contract lifecycle management (CLM) integration is the final automated addition needed for your Salesforce solution. If your CLM is siloed from your CRM, you’re paying for inefficiency.

IntelAgree is an AI-powered, end-to-end contract management platform. Our machine learning reads key terms, clauses, and dates in your contracts so your teams can focus on impactful work, not busy work.

When you streamline your process with our Salesforce integration, here’s how your team will benefit:

• Boost productivity and jumpstart your contracting process with our Lightning Component or native Salesforce functionality.
• Create and populate new contracts with existing data from Salesforce to accelerate your sales cycles and execute contracts faster.
• Support your growing business with an all-inclusive contract management platform that provides unlimited users, e-Signatures, templates, & storage.
• Improve contract visibility across your teams by viewing contracts from Salesforce accounts, opportunities, and contacts.

This package can access and change metadata outside its namespace in the Salesforce org where it’s installed.