Close vs AgilePoint NX

I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.

- Anna K.

It is everything we need except dashboards. If your are an outbound or phone heavy sales ord

- Kyle S.

My overall experience was good with close, I like the simple minimalistic interface of close and how easy to use for our day-to-day marketing and sales tasks. If money is not the issue then it's a good CRM tool for everybody.

- Shadab K.

"Best BPM Solution" What do you like best about AgilePoint NX? AgilePoint NX is extraordinarily intuitive to use with a low learning curve compared to the other BMP solutions I have used in the past while simultaneously enabling flexibility, allowing you the process to address both common and complex use case scenarios. Review collected by and hosted on G2.com. What do you dislike about AgilePoint NX? Outside of your employer giving you access to AgilePoint NX or requesting a limited trial, it can be challenging for a single business power user or citizen developer to gain access to maintain, hone or expand their learning for an extended period. It would be great if AgilePoint provided a no-cost developer environment or a reasonably priced one for single developer users. Long term, I can only see an upside to this as such citizen developers would take this with them throughout their careers. Review collected by and hosted on G2.com. Recommendations to others considering AgilePoint NX: Do your due diligence, if you're considering AgilePoint NX as a replacement for your current BMP solution don’t just focus on a feature-by-feature comparison but instead scalability, ease of use, ability to meet the use cases, and ability to offer new features and functionality. I think you’ll discover that AgilePoint NX is uniquely positioned in the BPM space as not only its leader but its leader in innovation as well. Review collected by and hosted on G2.com. What problems is AgilePoint NX solving and how is that benefiting you? While an employee at Honeywell, I used AgilePoint NX as an enabler to automate many Direct and Indirect Procurement processes. Most use cases were centric on exceptions processes that were not accounted for within either our ERP systems or other IT-managed platforms, which necessitated the rapid development of tools that could fill these critical gaps. Some of these were: - Payment Term Exceptions: A process that enabled a hierarchical approval process with embedded business logic to realize deviations to payment term business objectives with 3rd party suppliers. - Waivers of Competitive Bids: A process that enabled exceptions to Honeywell's competitive bid policy. Likewise, this process supported a hierarchical approval process with embedded business logic and an SAP R/3 BAPI, allowing the process via web service API to only allow purchase requisition processing into a purchase order within the ERP after gaining proper business approvals within the process.

- Gary G.

"Great solution helping Honeywell automate" What do you like best about AgilePoint NX? It has a lot of features and functions built in within the tool, and there is the ability to create really light weight applications to help business needs. The application build process is based on No Lo concept, so users don't really need to code anything. Review collected by and hosted on G2.com. What do you dislike about AgilePoint NX? The interface could be a little more user friendly which a non IT user could use easily. The IT community finds it easy to work with the tool, but the business users don't find it too easy / user friendly to work with. Also, the availability of help / training material needs to be improved. Once again thinking about new users who need to learn how to use the tool the training materials will help. Review collected by and hosted on G2.com. Recommendations to others considering AgilePoint NX: It integrates very well with Office 365, especially with SharePoint Review collected by and hosted on G2.com. What problems is AgilePoint NX solving and how is that benefiting you? We've let go of our legacy, home grown solutions and migrated those to AgilePoint hence helping us get better from a security and vulnerability stand point. AgilePoint is now being used by many SBGs to automate their processes and to integrate with SharePoint both in the cloud and On Premise to help run business processes.

- Manish C.

"Low Code, Highly Flexible" What do you like best about AgilePoint NX? The low-code/no-code model allows you to create workflows as quickly as you need to, but there enough connectors and activities to allow for more complex models as well. I really like the Management console that allows insight and control over all active workflows and tasks. Review collected by and hosted on G2.com. What do you dislike about AgilePoint NX? Some of the more advanced workflow activities are not as intuitive as they could be and the documentation does not always offer a good example of how they could be used, but the support team is always very helpful in sorting out questions. Review collected by and hosted on G2.com. What problems is AgilePoint NX solving and how is that benefiting you? We have created electronic versions of multiple approval processes that supplement our ERP system, both decreasing time to approval and eliminating the paper trail. We have also improved KPI reporting through simple metric-collection forms tied to a short approval.

- Chip M.