Customized for your industry with the features you need to grow your business, today and for the future.


Sales isn't just about the sales department anymore. That's why you need a platform that connects sales to all parts of your company. AgentDealer helps by delivering a customizable, lightning-fast, user experience with a layer of artificial intelligence to help everyone be more productive from anywhere.

Contact Management


Access critical data including key contacts, communication history, and more — quickly and easily with AgentDealer. Follow every contacts history from first meeting to closed deals.

Team Collaboration


Collaborate across your organization to share insights, relevant documents and more on every business record and contact. Always be in-touch with your team, either from the office or in the field with the Salesforce1 Mobile App.

Deal Management


Get all the details on your team’s deals — stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.

Asset Tracking


Your assets in the field, ship - ins and competitive, know where they are and when they need your attention, automatically. Link to back end systems to gain insight into usage, maintenance and performance, anytime, anywhere.

Task & Events


Activities are what drives sales. But, not all activities are the same. AgentDealer helps your reps focus on the right kinds of activities, at the right time, with the right contacts to add deals to the pipeline, move deals forward in the sales process and close more deals.

Systems Integration


Leverage critical data from your other systems to gain insight, track performance & usage, automate processes. Generate account reviews, automate renewal notifications, send performance alerts.

Territory Management


AgentDealer's territory manager allows you to organize your sales structure into separate territories, based on geographic attributes, named accounts, industry/verticals, or any other criteria that suits your organization.

Workflow & Approvals


Drive your desired business process using Workflow. Manage success with flexible approval processes for deal discounts, and more. Create workflows that guide sales agents through your sales process, intelligently create next steps on a deal.

Duplicate Management


Maintaining clean and accurate data is one of the most important things you can do to get the most out of any CRM system.  AgentDealer allows you to customize the logic that’s used to identify duplicates, keeping your data clean and your users happy.

Files Sync & Sharing


Now it's easier to share and collaborate on files, publish the best and most relevant content, and track it all in real time. Quickly find what you're looking for from anywhere, on any device.

Reports & Dashboards


Easily track pipeline volume,  conversion rates, and every part of your sales process from first meeting to closed deal. Have a real-time view of the state of your business at your fingertips at all times.

Sales Forecasting


Get an accurate view of your entire business with comprehensive forecasts, then take action where necessary. Provide rapid updates to help management make decisions. Then easily apply your judgment to forecast amounts at the rep, period, and summary levels.

Your Mobile Office

Access Data

Access your critical data from anywhere, anytime.

Log Activities

Review past activity and schedule your next steps.

Schedule Meetings

Move faster. Set the date now, not later.

Track Deals

Keep your forecast up to date in real time.

Team Communications

Got a question, get an answer quickly.


Access your files, review proposals with prospects.

Optimize with Tech


High-performing sales teams use more sales tech then under-performing teams, freeing them from process-heavy task and giving them more time to actually sell.



More likely to leverage tech

to do more

Expand beyond standard features


Engage our partners or other a‘ la carte features to extend and expand your system to meet the needs of your ever changing requirements.

Premier Admin Support

(included with all editions)


Our goal is not to just have great customer support but “amazing customer support”



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