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About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

Agreemnt is contract management software built for UK small businesses. It automatically tracks every contract's renewal date, notice period, and compliance deadlines so nothing gets missed โ€” no more discovering an auto-renewal three days before the notice window closes. Connect Gmail, Google Drive, Dropbox, Box, OneDrive, or SharePoint and Agreemnt finds and ingests contracts automatically, extracting key terms with AI. A free Contract Audit tool lets anyone upload a single contract and instantly see its risk flags, auto-renewal status, and compliance obligations โ€” no account required. Beyond tracking, Agreemnt flags risky clauses, sends renewal and deadline alerts to the right person, supports e-signature for renewal approvals, and links contracts to counterparties in your CRM (HubSpot, Pipedrive) or accounting software (Xero, QuickBooks, Sage, FreeAgent). Built specifically for the compliance and cash-flow realities of UK SMBs, with full GDPR data export and erasure support.

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

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

UK small and medium-sized businesses โ€” office managers, founders, operations leads, and finance teams who handle supplier, customer, and service contracts but don't have a dedicated legal or contracts team.

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

$49 per month
Free Version
Free Trial

Pricing

$29
Starter - up to 30 contracts.
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

AgencySmart
United States
agencysmart.com/software/

Company Information

Agreemnt
Founded: 2026
United Kingdom
www.agreemnt.co.uk

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PactAlert

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CreateiQ

CreateiQ

Linklaters

Categories

Categories

Integrations

Dropbox
Evergreen
FreeAgent
Gmail
Google Drive
HubSpot CRM
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Pipedrive
QuickBooks Accountants
Xero

Integrations

Dropbox
Evergreen
FreeAgent
Gmail
Google Drive
HubSpot CRM
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Pipedrive
QuickBooks Accountants
Xero
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim Agreemnt and update features and information
Claim Agreemnt and update features and information