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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies and businesses interested in a solution to manage their insurance operations

Audience

Teams searching for an agency software to acquire, implement and bill projects

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version
Free Trial

Pricing

€29 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgencyOrganizer
www.agencyorganizer.com

Company Information

deals&projects
Founded: 2003
Germany
www.dealsandprojects.com

Alternatives

Alternatives

Talktrac

Talktrac

The Meco Group
AXAD

AXAD

ANEGIS
Shelter Pro

Shelter Pro

Shelter Pro Software
SYMSYS9

SYMSYS9

Mediaocean

Categories

CRM

Categories

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

Integrations

DATEV
Facebook
Funnelforms
GetMyInvoices
Gmail
Google Calendar
Google Sheets
Groove
Mailchimp
Memtime
Microsoft 365
Microsoft Exchange
Microsoft Outlook
Shopify
Typeform
WooCommerce
WordPress
Zapier
Zendesk
iCalendar

Integrations

DATEV
Facebook
Funnelforms
GetMyInvoices
Gmail
Google Calendar
Google Sheets
Groove
Mailchimp
Memtime
Microsoft 365
Microsoft Exchange
Microsoft Outlook
Shopify
Typeform
WooCommerce
WordPress
Zapier
Zendesk
iCalendar
Claim AgencyOrganizer and update features and information
Claim AgencyOrganizer and update features and information
Claim deals&projects and update features and information
Claim deals&projects and update features and information