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About
With its integrated features and functionality, AgencyOrganizer exceeds expectations by providing cost effectiveness, security, and customizability in all areas of operations. AgencyOrganizer's effectiveness ranges from linear integration of data to pioneering effective Agency Management procedures that aid agencies with organization and the ability to earn higher profits and increased market share. AgencyOrganizer is able to store all of the documents for the user’s cases and associates. From emails to scanned documents, AgencyOrganizer allows the user to keep track of every document that is vital for recordkeeping, without the clutter and possible loss of hardcopies of documents. Not only will AgencyOrganizer track your documents, the application also has the ability to keep records of any notes, phone calls, appointments, and more. AgencyOrganizer can also organizer your time with its built in calendar and task tracking features.
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About
Work smart - with THE software for agencies. With our integrated workflows you save time in project organization and find all project information in one place. See at a glance what the order situation is in your agency and with which customers you should be active. Integrated workflows guide you from the first contact to the finished project. The entire communication around contacts and projects in the history (CRM). Sales forecasts, utilization, project results, analyzes and much more. deals & projects is more than just software for agencies and agencies are more than just customers for julitec. As pioneers in a new world of work, we are the perfect partner for sustainable agencies. There are no rigid hierarchies, fixed working hours and locations with us. We work self-motivated, self-determined and distributed all over the world.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Agencies and businesses interested in a solution to manage their insurance operations
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Audience
Teams searching for an agency software to acquire, implement and bill projects
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20 per month
Free Version
Free Trial
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Pricing
€29 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgencyOrganizer
www.agencyorganizer.com
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Company Informationdeals&projects
Founded: 2003
Germany
www.dealsandprojects.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
DATEV
Facebook
Funnelforms
GetMyInvoices
Gmail
Google Calendar
Google Sheets
Groove
Mailchimp
Memtime
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Integrations
DATEV
Facebook
Funnelforms
GetMyInvoices
Gmail
Google Calendar
Google Sheets
Groove
Mailchimp
Memtime
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