PactAlert

PactAlert

RubiDev Oรœ
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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

PactAlert is an AI contract-obligation tracker for contract-heavy services firms: agencies, consultancies, and studios juggling many client agreements. Upload a contract or import it from DocuSign or Google Drive, and its AI extracts every obligation in seconds: notice periods, renewals, deliverables, review dates, SLAs, and payment terms. Each is shown with the source clause and an AI confidence score, then tracked with reminders ahead of the deadline. For contracts already mid-term, it auto-detects elapsed renewal cycles and projects the current notice deadline. The key difference is timing: PactAlert alerts you during the notice window, while you can still renegotiate, cancel, or act, not on the renewal date when it is already too late. Obligations push as tasks into Jira, Trello, and Notion, so deadlines land where the team works. A free plan covers 3 contracts, no card; paid plans scale by contract volume. Contracts are encrypted and never used to train AI.

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

Contract-heavy services firms managing many client agreements: software and dev consultancies, marketing, PR and creative agencies, design studios, and management consultancies, plus solo operators. Best for founders, owners, operations leads, and delivery or client-services managers responsible for not missing renewals, notice periods, and deliverable deadlines.

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

No images available

Pricing

$49 per month
Free Version
Free Trial

Pricing

$29/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:

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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

RubiDev Oรœ
Founded: 2024
Estonia
rubidt.com

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign

Categories

Categories

Integrations

Evergreen

Integrations

Evergreen
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim PactAlert and update features and information
Claim PactAlert and update features and information