AgentDealer® extends the basic CRM with a robust mobile option, collaboration tools, and a secure cloud-based data solution.
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.
Every team member has access to the data they need, whenever & wherever they need it.
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.
Maintain a complete communication record with every contact from the first meeting through deal close.
Keep full details on competitors, sent quotes, deal stage, and more.
Centralize your communications with the Chatter system. Now everyone can engage in making things happen.
The AgentDealer Mobile App gives you access to your most critical data from anywhere, anytime.
Automatically keep track of usage, maintenance, and performance with your back-end systems.
Stay focused on the right activities, with the right contacts, at the right time to stay connected & close more deals.
Generate account reviews, automate renewal notifications and send performance alerts.
Intelligently guide sales agents through your sales process with a flexible approval process.
A real-time view of your business at all times. Pipeline volume, conversion rates, closed deals, and more.
Collaborate and share files, publish the best content, and track it all in real-time.
Read about our Industry Features
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