Mobile Office-2

A CRM that does it all.

 AgentDealer® extends the basic CRM with a robust mobile option, collaboration tools, and a secure cloud-based data solution.

Your mobile office

Track accounts and approve deals on the go. Be more productive with in-app notes, events, and task management. Get real-time views of sales performance with dashboards and reports.

Mobile Office

Centralized data

Every team member has access to the data they need, whenever & wherever they need it.

Centralized Data

Cloud-based scaling

AgentDealer® is custom-built to grow seamlessly with your business. This secure, cloud-based platform keeps you focused on building your business the right way.

Cloud Based

Contact Management

Maintain a complete communication record with every contact from the first meeting through deal close. 

Deal Management

Keep full details on competitors, sent quotes, deal stage, and more.

Team Collaboration

Centralize your communications with the Chatter system. Now everyone can engage in making things happen.

Mobile Data Access

The AgentDealer Mobile App gives you access to your most critical data from anywhere, anytime.

Asset Tracking

Automatically keep track of usage, maintenance, and performance with your back-end systems.

Task & Events

Stay focused on the right activities, with the right contacts, at the right time to stay connected & close more deals.

Systems Integration

Generate account reviews, automate renewal notifications and send performance alerts.

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.

Duplicate Management

Keep your data clean.

File Sync & Sharing

Collaborate and share files, publish the best content, and track it all in real-time.

Sales Forecasting

An accurate and complete look at your entire business, updated in real-time.

Looking for a specific feature? We can help!

Ask About A Feature

Learn How AgentDealer® has redefined what CRM is for the Office Technology Industry.

Read about our Industry Features

AgentDealer® is More Than Sales.

Every role in your business is important. And AgentDealer® brings a customizable, lightning-fast CRM to the whole team. Now everyone can be more productive.

Read about how AgentDealer works By Role


Ready to See The Platform In Action?