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Description

Agate offers a distinctive solution designed to enhance the management processes within your training organization, promoting its growth effectively. With just a few clicks, you can manage your administrative documentation automatically, streamlining operations significantly. Expand your commercial endeavors through comprehensive management of both prospects and customers, ensuring no opportunity is overlooked. Stay ahead of the curve by monitoring your training center’s activity in real time, which allows for proactive decision-making. Retaining both trainers and learners is simplified through an intuitive online platform, fostering greater engagement. Adapting to the evolving landscape of your industry, Agate's functional capabilities address the diverse needs and characteristics of various training organizations. Our dedicated team of specialists provides an innovative deployment strategy that allows Agate to be implemented in five straightforward steps, ensuring minimal disruption to your operations while facilitating immediate utilization and rapid return on investment. Key functionalities include customer relationship management, administrative and document management, scheduling and resource allocation, along with financial oversight and analytics, ensuring that every facet of your organization is covered efficiently. By choosing Agate, you are not just improving processes, but also positioning your training organization for future success.

Description

Streamline your operations and enhance your company's efficiency with a French management tool designed to be both effective and user-friendly. If your team comprises fewer than 30 employees, MyClic serves as the ideal solution for small businesses like SMEs, VSEs, and start-ups aiming to optimize their marketing management and boost performance. This management platform simplifies your daily tasks, enhances organizational structure, and consolidates all crucial information such as contacts, clients, prospects, quotes, invoices, ongoing projects, agenda, revenue, and profitability. The main goal is to provide a comprehensive overview of your business while keeping track of current assignments. By utilizing MyClic, you can concentrate more on your primary business functions. Additionally, the tool significantly improves customer relationship management by centralizing all relevant files and data related to client interactions. With just a glance, you can easily assess planned activities and monitor the status of ongoing deals and contracts, making it an indispensable asset for any growing business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Convious Yes 
accesso Siriusware Yes 

Integrations

Convious No 
accesso Siriusware No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$16.56 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Axess

Founded

2003

Country

France

Website

www.axess.fr/besoin/gestion-organismes-formation

Vendor Details

Company Name

Kubiweb

Founded

2011

Country

France

Website

www.my-clic.fr/

Product Features

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Product Features

Advertising Agency

Campaign Management No 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing Yes 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Alternatives

Alternatives

IntelliGrants IGX Reviews

IntelliGrants IGX

IGX Solutions
MyClic Reviews

MyClic

Kubiweb
BrightOffice Training CRM Reviews

BrightOffice Training CRM

BrightOffice Cloud CRM