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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

Renewly is vendor contract renewal tracking for procurement, finance, and IT teams who've outgrown the spreadsheet. When someone leaves, the spreadsheet leaves with them. The auto-renewals keep coming. A missed 30-day notice window locks you in for another year. Upload any vendor contract PDF. Renewly pulls the renewal date, notice window, auto-renewal clause, and contract value in under 10 seconds. No manual data entry. Alerts fire before the notice window closes. Not the renewal date. The last day you can act. Not a CRM. Not a CLM. Renewly does one thing: track vendor contract renewal deadlines so you never miss one. Features: batch upload, spend analytics, calendar sync, team access, audit trail, and API access. Portfolio insights surface renewal risks before they trigger. GDPR compliant. Hosted on SOC 2 Type II certified infrastructure. Built for companies tracking 20 to 500 vendor contracts. Free for 5 contracts. Pro at $99/month unlimited.

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

Procurement managers, operations leads, and finance teams at mid-market companies (50-500 staff) managing 20-500 vendor contracts. IT managers tracking SaaS renewals. Any team currently using spreadsheets or shared drives to track vendor contract dates.

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

$99/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

AgencySmart
United States
agencysmart.com/software/

Company Information

Renewly
Founded: 2025
United Kingdom
renewly.gg

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Categories

Categories

Integrations

Evergreen
GitHub
Google Calendar
Stripe

Integrations

Evergreen
GitHub
Google Calendar
Stripe
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
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Claim Renewly and update features and information