Find the Perfect Plan for You

All plans include our Premiere Support Program. Plus they're customizable.
Ask us about ways to get additional discounts to your selected plan.

Monthly Annual Save 25%

Essential

$95 /month

For teams looking to automate, manage, and collaborate.

Schedule a Demo

Getting Started:

  • Account & Contact Management
  • Deal Management
  • Mobile App
  • Files Sync and Share
  • Reports & Dashboards
  • Sales Forecasting
  • Enterprise Social Network
  • QuickQuote CPQ
  • Outlook & Gmail Integration
  • Support Community Portal

Executive

$125 /month

For Businesses looking to control complex workflows and operations.

Schedule a Demo

Everything in Essential, plus:

  • Approvals
  • Workflow Automations
  • eAutomate Sync
  • RightTrack Activity System
  • QuoteBuilder w/configurator
  • Document Generation
  • Developer Sandbox
  • Additional File & Data Storage

Premier

$140 /month

Organizations needing full automation, custom onboarding and expanded support.

Schedule a Demo

Everything in Executive, plus:

  • Automated Account Reviews
  • QuoteBuilder Pro
  • Configuration Rules
  • Additional Storage
  • Sandbox
  • More fields per object
  • New User Onboarding
  • User Adoption Sessions
  • Executive Assessment Review

* All editions are annual contracts.

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Frequently Asked Questions

Of course, it does. With the Outlook for Salesforce Side Panel, every time you click on an email of a person that is in your AgentDealer® their information appears and you can easily archive an email to their record in your AgentDealer®. Sync Contacts and Events as well. For the ultimate in data access to we recommend “RIVA”. RIVA syncs AgentDealer® to your Microsoft Exchange server giving you access to your information in the native applications of all your computers and mobile devices.

The Salesforce mobile app gives you unlimited access to your data, the ability to create new records, log your phone calls with notes, and create next step actives on the fly. Your mobile office. No more having to be chained to the desk every day updating your information - do everything from your mobile device. The Salesforce Mobile App is available for your favorite iOS or Android device.

Yes. Nothing drives user adoption like having your most critical information synced to your AgentDealer. Now you have access to critical data that will help your team to manage their business like never before. Capture equipment information, leasing expirations, meter reads, and invoices in yourAgentDealer® - all available on your desktop and mobile devices.

Yes we do. Please call for more information. We also offer special promotions on our custom applications and training sessions throughout the year. Sign up for our newsletter or follow us on Facebook and Twitter to stay informed.

All our new customers get 4/hrs of on-line launch training. This intense training covers all the basics your team needs to start usingAgentDealer® right away. But, don’t forget, all editions of AgentDealer come with our Premier Admin Support. We are embedded in your system as your system administrator so we can help you drive user adoption from day one going forward. With our Help Desk support portal, we offer loads of self-help articles and videos. Can’t find the answer you are looking for, just submit a Case to engage in a Live Chat with one of our support specialists to get the quick help you need. This is all in addition to the special training classes we offer for new users, new managers and executives. We take support and training seriously.

Nothing could be easier. AgentDealer subscriptions are annual access licenses that can be transfered to new users at anytime. If you need to add a new subscription, just fill out our user on-line form and we will handle the rest. We on-board the new user, adjust territories and move records as needed.

You may think that implementing a NEW CRM system for your company is going to be really expensive and require a huge upfront investment on your part. Wrong. We offer several different payment plans to make the initial pain of startup a less painful experience.