Related Products
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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.
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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.
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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
Businesses, brands and companies interested in a customer relationship management solution to improve their services
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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.
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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
$49 per month
Free Version
Free Trial
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Pricing
$29
Starter - up to 30 contracts.
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 InformationAgencySmart
United States
agencysmart.com/software/
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Company InformationAgreemnt
Founded: 2026
United Kingdom
www.agreemnt.co.uk
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Dropbox
Evergreen
FreeAgent
Gmail
Google Drive
HubSpot CRM
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Pipedrive
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Integrations
Dropbox
Evergreen
FreeAgent
Gmail
Google Drive
HubSpot CRM
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Pipedrive
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