Proud Global Partner with PDF Butler
Every element of your interaction with customers is critical and we want to make sure your customers have the best experience when they engage with you electronically.
Agilyx has partnered with PDF Butler to provide you with engaging, personalised documents that will reimagine how you communicate with your customer via electronic documents.
Customise in seconds
With PDF Butler you can create hyper-personalised high-quality templates for different types of documents (invoices, reports, contracts) with branding elements, standardised formats, and placeholders for variable data, meaning your next personalised communication can be generated in seconds..
Data Accuracy
PDF Butler allows you to automate the generation of PDF documents by pulling data from Salesforce to populate your documents. This saves time and reduces manual errors.
Process Automation
PDF Butler allows for seamless data exchange and document generation with automated generation via Process Builder, Lightning Flow, APEX, or Platform Events. Streamline via clicks, not code.
Built on Salesforce, PDF Butler is a tool that streamlines creation, management and distribution of PDF documents. Take your brand to all new heights, with a low cost, easy to use Salesforce built solution.
PDF Butler
PDF Butler is a fast Salesforce document generation solution that allows you to generate, customise and send your documents for signature in just one click.
Read moreWith PDF Butler as your customised, document generation you can:
Integrate with a large number of applications including Salesforce, Google Workspace and Microsoft Office.
Generate your documents in under 1 second
Amplify your brand and create an improved customer experience
Certinia Customer Success Cloud provides:
Customer engagement: Unlock a consolidated view of every customer’s journey with customer success software. From opportunity to renewal, and everything in between, see every touchpoint and view critical insights into customer lifetime value, cost of services, and impact of monetisation efforts.
Success Playbooks: Operationalise your customer success best practices through standardised playbooks triggered off key activities on a customer’s journey. Whether it is implementation go-lives, annual renewals, or key customer role changes, know exactly what actions to take to maintain positive momentum.
Stakeholder Engagement: Engage the right resources across the organisation to transform customer success into a true team effort. Identify and activate the right individuals to enable close collaboration across sales, professional services, support, and finance teams.
The British Museum
The British Museum
By partnering with Unit4 and Agilyx Group, The British Museum transitioned from an older desktop on-premise system to a state-of-the-art cloud based SaaS platform.
Read the case study hereMedical Teams International
Medical Teams International
Medical Teams International selected Unit4 ERP to create a global ERP solution that will bring consistency and efficiency to the organisation wherever they operate.
Read the case study hereCatholic Mission
Catholic Mission
Since implementing Unit4 Catholic Mission is able to give donors confidence that their money is not being wasted and can prove where their money is going.
Read the case study hereWhitehaven Coal
Whitehaven Coal
Whitehaven Coal finds a way to increase efficiency and accuracy through the Agilyx Integration Machine (AIM).
Read the case study hereRoyal Roads University
Royal Roads University
Since implementing Vena, the Royal Roads team have improved the ability to automate their manual processes and workflows across multiple streams without the worry of incorrect data.
Read the case study hereTailored to Cambridge Healthcare Research’s unique needs, Certinia provides the company with useful insights into their workflows, helping them identify potential future modifications.
Read the case study hereShootsta
Shootsta
Shootsta utilises Certinia's single, fully integrated solution for enhanced financial management, supporting the business in future growth and developments.
Read the case study herePrinciple Logistics
Principle Logistics
Principal Logistics chooses to implement an integrated suite of solutions provided by Agilyx Group.
Read the case study hereCuscal
Cuscal
Cuscal put people first with the help of Agilyx by implementing a new human capital management system using Cornerstone.
Read the case study hereBirmingham Metropolitan College
Birmingham Metropolitan College
Our Unit4 solution offered Birmingham Metropolitan College strong services-centric ERP, featuring flexible configuration and deeper project-based capabilities.
Read the case study hereEssex Shared Services
Essex Shared Services
Essex Shared Services organisation implmented Unit4 system to establish a single back-office finance, payroll, procurement function to serve two institutions.
Read the case study hereKiwibank
Kiwibank
After their separation from NZ Post, Agilyx delivered a completely independent ERP solution for Kiwibank, giving them full control over their systems.
Read the case study here3Bridges
3Bridges
3Bridges partners with Agilyx to implement Lumary, Skedulo, and 2cloudnine Payroll to address challenges around inefficient processes for rostering, time sheets, and payroll.
Read the case study hereFlashAcademy
FlashAcademy
Agilyx Group Delivers Seamless Salesforce Integrations and Enhanced Reporting for FlashAcademy
Read the case study hereA unified, global Unit4 ERP solution gave Currie & Brown the consistent, quality, global knowledge base they needed to drive growth and empower their teams.
Read the case study hereGumtree
Gumtree
Commerce Giant, Gumtree Group realises digital transformation with Agilyx Group and Certinia ERP in record time.
Read the case study hereOneSchool
OneSchool
The roll-out of Unit4 ERP solution has effectively produced a fully functional school administration system that provides tools to administer the interactions between schools.
Read the case study hereForest Research
Forest Research
With Unit4 ERP, Forest Research was one of the first Government organisations to achieve accounts sign-off, despite the Covid-19 restrictions and lockdown.
Read the case study hereAllen + Clarke
Allen + Clarke
Allen + Clarke have achieved a fully integrated system across their entire organisation, with a single source of the truth across their customer service, product delivery & financial data.
Read the case study hereT W Ward
T W Ward
T W Ward choose to work with Agilyx Group and extend their existing Salesforce solution by implementing Certinia Accounting.
Read the case study hereThe Salvation Army
The Salvation Army
Unit4 gave The Salvation Army a transformation project aimed to reduce administrative costs, reliance on paper-based systems and duplication of tasks.
Read the case study hereKinetic IT
Kinetic IT
Agilyx has provided a platform that resulted in greater consistency and predictability in financial performance, allowing the executive team to focus on the company's growth.
Read the case study hereShort's Travel Management
Short's Travel Management
Recognising the challenges of their existing system, Short’s Travel Management made a strategic decision to implement Certinia Accounting with Agilyx.
Read the case study hereUnit4 ERP delivers transformation for STADIO, integrating their finance, procurement and HR needs and connecting systems for clear data flows.
Read the case study hereTSA Management
TSA Management
Agilyx delivers a fully integrated Certinia system for TSA Management, with a single platform used across the entire organisation.
Read the case study here