CRM for office tech.
Done right.

Customized for your industry with the tools and support you need to drive consistent growth.

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Built for businesses who expect more from their CRM


Grow strategically

As the demands of an ever-changing market evolve, AgentDealer’s secure, cloud-based, and scalable platform keeps you focused on building your business the right way, from day one.

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Build repeatable sales

Work from an easy-to-use centralized data source that operates across internal teams to identify and engage your customers and prospects at every level.

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Access data anywhere

However you work, AgentDealer makes leveraging your data easy. Any Desktop, Laptop, Tablet or Mobile device is now a powerful tool to drive your business.

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AgentDealer® has redefined what an effective CRM means for the office technology industry.

With features your team will actually want to use, this easy-to-use CRM has been custom-designed to enhance sales performance.

See our industry-specific features.

"It's really been a great tool for forecasting and helping us move our business forward.”
John Lowery

John Lowery
President, Applied Imaging

“Our user adoption is 100%.”
Michael Reid

Michael Reid
President/Owner, Xcel Office Solutions

“Our reps actually like their CRM! We are building tremendous pipelines resulting in more sales.”

Dave Mueller

Dave Mueller
VP Sales, Modern Office Methods

"The level of support we have received has been unparalleled.”
Mark VanDenHoek

Mark VanDenHoke
President/Owner, The Office Advantage

Account & Contact Management

Maintain a 360 view of your customers, including activity history, key contacts, customer communications, and internal account discussions.

Deal Management

Get a complete view of your team's deals with Deal Management. See stage, products, competition, quotes, and more. Stay connected to people and the information you need to close every sale.

Team Collaboration

Stay connected and engage with your team to work efficiently regardless of their role or location. The built-in "Chatter" communication system allows your team to do more faster.

Asset Tracking

Automatically keep track of usage, maintenance, and performance with any linked back-end systems. Run reports, schedule alerts for lease renewals and expirations. 

Task & Events

Stay focused on the right activities, at the right time, with the right contacts to build relationships and close more deals.

Systems Integration

Generate account reviews based on your back-end systems, automate renewal notifications and send performance alerts.

Territory Management

Establish a consistent sales structure based on geography, named accounts, verticals, or many other factors.

Workflow & Approvals

Intelligently guide sales agents through your sales process with a flexible approval process.

Reports & Dashboards

A real-time view of your business at all times. Pipeline volume, conversion rates, closed deals, and more.

Looking for more? Read our Industry specific features

Designed to Scale with Any Size or Type of Dealership


Drive productivity & profitability

AgentDealer® captures customer and prospect information, engages and tracks activity, identifies new leads, manages existing assets in the field, and expands your pipeline with new sales opportunities, all in one central location, accessible from anywhere you choose to work.


Win Rate


Sales Productivity


Sales Revenue


Forecast Accuracy


Pipeline Growth


Lead Conversion

Based on a study conducted by

Ready to See The Platform In Action?