Conga Services.

Contract Lifecycle Management (CLM) + Digital Transformation (DX)

Services for Conga

akaCRM is a Conga® Gold Partner providing comprehensive advisory, implementation and support services for Conga Contract Lifecycle Management (CLM) and Digital Transformation (DX) solutions. akaCRM certified Conga consultants have deep experience integrating Conga into simple and complex environments. Contact us now to discuss how we can improve your results.

Conga Gold Partner
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Generate or email fully customized documents at the click of a button. Save time, automate your document processes and eliminate errors. Conga intelligent document automation solutions can be produced in MS Word, Excel, Powerpoint and PDF formats and automatically attached to records in Salesforce and emailed to 3rd parties. 

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Conga Contracts

A full CLM solution for managing contracts from creation to renewal. Move past negotiations and onto customer relations with solutions that automate your contracts from creation to signature, help you solve contract challenges, and remove bottlenecks. Plus, Conga Contract solutions ensure compliance.

Learn about our Conga Contracts PowerStart™

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Conga Contracts for Salesforce

Salesforce users can manage contracts directly in the application, while automating contract lifecycle management (CLM) from creation to signature. Store and manage contracts, generate reports, track interactions, and much more.

Learn about our Conga CFS PowerStart™

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Automate even your most complex workflows for a level of efficiency you never knew existed. Easily visualize your processes every step of the way.

Conga Sign Certified


Simplify the process of doing business by offering your customers an easy, secure way to sign the documents. Track every agreement from draft to completion in real time, while sending and receiving documents within minutes.

Conga Grid Certified


Utilize this powerful tool for mass operations and inspection of your data sets. Easily manage and update your Salesforce data. View, filter, and act on data in an intuitive, simple interface.

Other Conga Solutions

Collaborate - You’re not tied to your desk and your documents shouldn’t be glued to it. With Collaborate, you can create, share, and store documents online for instant access and on-the-go collaboration.


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  • Sales Agreements
  • Quotes
  • Invoices
  • Sales Orders


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  • Course Schedules
  • Degree Audits
  • Transcripts
  • Course Lists


finance akaCRM - Conga Services

  • Invoices
  • Past Due Statements
  • Purchase Orders
  • Profitability Analysis


insurance2-71de7a5d2cd79dece1e5270eccaa9169 akaCRM - Conga Services

  • Certificates of Insurance (COIs)
  • Policy Summaries
  • Renewal Agreements


governance2-9edffbe348581e0beb51b97e35bed09e akaCRM - Conga Services

  • Board Reporting
  • Forecasts
  • Annual Reports
  • Employee Lists

CLM / Legal

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  • Contract Generation
  • Clause Libraries
  • Contract Negotiation
  • eSignature
  • Contract Repository

Account Management

accountmanagement2-5ef2ecae870893a2517ff42a00ea3115 akaCRM - Conga Services

  • Relationship Reviews
  • Order Confirmations
  • Profitability Analysis

Human Resources

hr3-b8a14503c67ed4d020968aff9fa9fe6a akaCRM - Conga Services

  • NDAs
  • Employee Agreements
  • Departmental Directories
  • Employee Performance Reviews

Partner Management

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  • Partnership Agreements
  • Partner Relationship Reviews
  • Lead Referral Summaries
  • Territory Assignments


logistics-ae7a965a271f6cfb8e808f953f29d43a akaCRM - Conga Services

  • Packing Lists
  • Shipping Labels
  • Return and RMA Documents
  • Delivery Schedules


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  • Inventory Checklists
  • Photo Records
  • Case Management

Your Use Case...

Have a use case not shown? Contact us and let us show you how a Conga® solution and improve your results.

Have Questions?

Supporting your Salesforce and Conga success.

Find Us

akaCRM, a division of Strata Information Group (SIG)
3935 Harney Street, Suite 203
San Diego, CA  92110

Let's Talk

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