Alternatives to AgencyOrganizer

Compare AgencyOrganizer alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AgencyOrganizer in 2026. Compare features, ratings, user reviews, pricing, and more from AgencyOrganizer competitors and alternatives in order to make an informed decision for your business.

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    Incident Tracker

    Incident Tracker

    Incident Tracker

    The most affordable reporting software on the market today. Incident Tracker works directly with numerous Healthcare Agencies throughout the United States. Incident Tracker uses the Microsoft Azure platform for the industry’s highest security and data protection levels. Microsoft Azure is HIPAA certified, and we can review and sign a BAA for your organization if required. Incident Tracker is one of the most cost-effective, user friendly solutions on the market today. Customize categories, locations, and digitize paper forms. Automated email alerts. Automated workflows. Trending and Analytics. Report Life Cycle. Set custom statuses for easy tracking. Incident Tracker is used throughout the world for large and small security companies. It provides the documenting and analytics tools needed in your field. It also allows you to upload pictures or documents directly to the report, and most importantly, it is very user friendly.
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    NextAgency for Health & Life Insurance
    NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
    Starting Price: $85 per seat per month
  • 3
    Surgical Center Toolbox
    Dynamically customize and manage Policies and Procedures (PnPs). Search PnPs and agency standards electronically. Attach notes, documents and PnPs, to the associated agency standard. Prepare and manage facility documents for Surveys. End-user will able to search their agency standards electronically with the ability to view and/or attach insights, notes, related operational documents, and polices & procedures. End-user will have the ability to search standards, operational documents, and polices & procedures based on name or keyword search functions. End-user will have the ability to prepare and navigate agency surveys with step by step preparation tools related to PnPs, amendments, and deficiency tracking. Furthermore, log-ins can be created for consultant roles and monitoring. Using HOTB’s proprietary technology, policies & procedures can be dynamically populated based on system data inputs specific to the end-user’s agency.
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    INTELLEO

    INTELLEO

    INTELLEO

    As the vanguard of our law enforcement software, our Range and Armory Management (RAM) software solution is a scalable, user-friendly, and web-based program. The RAM software allows for the importing of your entire firearms inventory. Standard modules built into the system will assist you with weapons assignment tracking along with maintenance and training records for duty and special team firearms. A weapons testing protocol tracks all weapons repairs and upgrades for safety assurance. Printable reports (derived directly from the software) will assist your agency’s record-keeping by tracking maintenance, use & training and assist in accreditation schedules where applicable. RAM can greatly reduce the frustration associated with documentation of local and federal compliance, including government (1033) surplus programs. Our range and armory software is available to law enforcement agencies throughout the United States.
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    CDS  Online
    The online booking software gives agencies a simple, streamlined way to manage all their models and talent in one place. Schedule individual or multiple calendar events for models, talent, artists, and influencers. Organize crew and staff timetables for location agencies, photo reps, and production companies. Manage jobs, castings, call-backs, go-and-sees, auditions, fittings, special events, social media, book-outs, and travel. Send online booking sheets or approved estimates to talent, and check job status for managers, talent, and bookers. Easily send portfolios, videos, digital resumes, self-tapes, and bios to placement agencies and clients. Display the global agency overview of talent, bookers, agencies, and client or event types. Keep track of alarms, notifications, usage renewals, document expiration dates, client/product exclusivities, and other important notes via scheduled reminders. Manage all agency accounting by linking to or exporting your current QuickBooks software.
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    Talktrac

    Talktrac

    The Meco Group

    Talktrac® for private practice therapists provides a centralized location to document client attendance, performance on Plan of Treatment goals, and effective therapy treatments for clients of all ages who receive speech-language, occupational, and physical therapy. Talktrac® for school-based therapists, teachers, and administrators provides a centralized location to track student attendance, effectiveness of interventions implemented and IEP goals for students who receive speech-language, occupational, physical therapy sessions or academic instruction. Talktrac® for Staffing Agencies provides an easy, innovative and centralized tool for Speech-Language Pathologists, Occupational Therapists, and Physical Therapists employed by the agency to document students/clients progress on identified goals, attendance, and effective therapy treatments or interventions. Talktrac® for higher education provides colleges and universities the ability to teach Speech-Language Pathology, etc.
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    AGENCY Software
    AGENCY Software is a Free Software data system created by and for non-profit organizations. AGENCY is designed to be flexible and adaptable for a wide variety of situations and requirements. With no vendor lock-in, and no per-user fees, AGENCY brings everyone together on the same page and puts your organization in control. AGENCY is both software and a project intending to create community among non-profits. AGENCY is 100% Free Software, which provides benefits for both price and freedom. AGENCY can be downloaded from the internet, and any organization using AGENCY has full rights to use and modify the software. There is no vendor lock-in, and so organizations are in full control of their data system. AGENCY also seeks to become a community of organizations, to facilitate cost-sharing, support each other, and provide a forum for the discussion and development of best practices regarding computer systems and data management.
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    Shelter Pro

    Shelter Pro

    Shelter Pro Software

    Shelter Pro Software is an industrial strength record-keeping system designed to meet the very specific needs of animal services organizations. Our customer base includes Animal Control agencies (city, county, municipal) as well as privately operated agencies including Humane Societies, SPCAs, and larger rescue groups. Increasing the usefulness, accuracy, and efficiency of electronic recordkeeping common to typical animal services organizations. Great ease of use to support high staff turnover, short windows of training, and providing employees with a system they will be happy to use. Power to grow with the needs of your organization. In other words, something you’ll grow into rather than grow out of. The Non Transactional Model is the most basic of the three options available with Shelter Pro Portal. It provides an informational only website.
    Starting Price: $1,945 per year
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    LeadOrganizer

    LeadOrganizer

    LeadOrganizer.net

    LeadOrganizer™ - Web based customized online agency management and Customer Relation Management (CRM) application (Not an insurance software) for the Insurance industry. It is a focused and a customized solution, which works by blending contact management, document management, time management, agency work-flow automation, and communication tools for life insurance distributors and producers. SFA - LeadOrganizer™ supports lead management, communication tools, scheduling, performance tracking and marketing tools. LeadOrganizer's SFA functions are integrated with an enhanced instant term life quoting tool, paramed order, and auto fill applications. Real time quotes for Term Life insurance is a powerful built-in quote engine application. Assess online, get instant quotes to help faster decision-making and improve your sales ability.
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    Artist HUB

    Artist HUB

    Artist HUB

    Artist HUB is a comprehensive customer relationship management platform designed specifically for music management agencies to streamline and scale their operations through a centralized system. It provides tools to manage artists, leads, and client relationships by tracking them through a structured pipeline, while also offering a database of producers and performance venues to support business development. It enables full contract lifecycle management, including document handling and payment tracking, alongside scheduling features that allow teams to organize meetings, performances, and artist activities in one unified calendar. It integrates directly with Gmail, enabling communication tracking, automation, and email management within the same environment. Artist HUB also includes analytics and reporting capabilities that provide insights into performance, client activity, and business growth, helping agencies make more informed decisions.
    Starting Price: €49 per month
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    eTWIST

    eTWIST

    Primary Marking Systems

    Primary Marking Systems brings the best industrial tracking technology to government organizations that care about accuracy and the ability to track and audit evidence. Mobile evidence tracking keeps officers on the streets and prevents loss of evidence and tampering. eTWIST® a multi-patented mobile evidence collection system that brings precise controls and accountability to the gathering, handling and maintenance of evidence. Automating on-scene evidence collection, the transfer of sexual assault kits and other chain of custody documentation improves communication and prosecution. eTWIST®‘s patented evidence management system uses the latest technology to make your experience pain-free and intuitive. eTWIST® helps agencies stay compliant with the IAPE and CALEA, meet FBI CJIS standards, and exceed DoD security requirements. There are several pricing packages available for eTWIST®. Including help with grants for those who don’t have it in their budget.
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    SiegeAMS

    SiegeAMS

    Siege Technology Solutions

    Powerful. Simple. Highly Customizable. A true, powerful CRM based insurance agency management system. A true revenue driver. Automate process workflows and internal and external marketing. Integrate with third party applications. Receive carrier downloads to increase cross-selling and up-selling. Know how your agency is performing with robust analytics capabilities. Accounting, e-signature, human resources, website hosting, E&O protection, marketing campaigns, all included. Preloaded and customizable reports and analytics allow you to get an overall snapshot of the health of your agency as well as dig through the details. Automated and customizable marketing campaigns to nurture leads and market internally to existing clients are just a few of the powerful features. Automate agency processes to streamline and standardize office procedures allowing you to reduce agency E&O exposures. Keep track of employee information and documents, employee and agency licenses, etc.
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    HDS Loan Servicing System

    HDS Loan Servicing System

    Housing and Development Software

    Loan Servicing Portfolio Management is adaptable to multiple loan amortizing and non-amortizing products. This ability to manage a portfolio of traditional and non-traditional loans makes this HDS product unique. The HDS Loan Servicing System can be used as a standalone product that can integrate with third party software, or simply as part of the HDS Enterprise Solution. In either case, this system allows agencies to track important loan data including borrower, co-borrower, property, and funding source. The system flow is organized for ease of use, with all information readily available. The HDS Loan Servicing Portfolio Management System features customizable views which give the agency’s users the flexibility to display, sort, and query on many general loan fields. This allows the agency to report on and group data in the loan portfolio at-a-glance. The software has full capture of individual borrowers and co-borrowers, as well as entities and organizations as borrowers.
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    Traverse

    Traverse

    Northwoods

    Clear, accurate, and organized data is critical in understanding clients and creating meaningful change. Traverse is a cloud-based, commercial off-the-shelf (COTS) document management, forms management, and mobility software purpose-built for human services agencies. Powered by Amazon Web Services (AWS), Traverse has you covered on security, disaster recovery, and uptime. To make the biggest impact, everyone in the agency needs tools to help them work efficiently and effectively in every aspect of their jobs, every single day. Gain visibility into the individual case and client documents and navigate through data across program areas.
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    Compliance.AI

    Compliance.AI

    Compliance.AI

    Agency activity summarized by document type. All agencies, in one place. See the violation, respondent and penalty amount, summarized by agency each week. Trending news and upcoming deadlines like comment close, effective and notice dates. Traditional GRC software products have existed for some time, but these applications were not designed to address the challenges associated with Regulatory Change Management. In fact, the required technology to support Regulatory Change Management activities did not exist at the time those applications were developed. Specifically, GRC software does not proactively monitor sources of new regulatory information, provide the ability to automatically analyze and enrich new regulatory content, or enable compliance, risk and legal teams deploy an RCM command center to monitor their compliance status.
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    Flowboard

    Flowboard

    Flowboard

    Effectively managing an agency with actors, artists or models can be challenging and at times an overwhelming journey. We understand all these pain points and have built a modern & easy to use solution to solve all the hassle of running an agency & lets the team be productive. Flowboard comes with a comprehensive Calendar for overall Agency bookings & individual talent schedule management. Using this feature all the stakeholders in an Agency can have a complete overview of activities happening. Flowboard has powerful reporting engine which provides essential insights to run an agency effectively. Using this feature an agency can get in-depth analytics which can be crucial in decision making. At its heart, Flowboard is built to improve collaboration across teams to help them become productive at their work. Using Flowboard teams can drop comments on bookings, can receive automated notifications, Keep track of conversations happening between Clients and Talents.
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    ARS Manager Plus

    ARS Manager Plus

    Agency Rating Systems

    In today's slow economy and competitive business environment, you need an affordable insurance agency management software system that gives you the ability to process your workflow faster than ever before. ARS Manager Plus will make your staff more productive and your agency more profitable. ARS Manager Plus is a powerful 32 bit Agency Management System designed to give you total control of your agency. From a Transactional filing engine to a powerful internal word processing feature, to scanning or capturing and displaying stored images and documents, Manager's comprehensive features allow you to leverage your agency's automation needs. See a list of important features in this third-generation Agency Management System by ARS. ARS Manager Plus is no ordinary insurance software application. It is a full-blown and state-of-the-art agency management system.
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    Mutalink

    Mutalink

    Mutalink

    We connect first responders and partners with interoperable communications in emergencies improving safety, security & protecting lives. We connect voice and video so any agency can talk to and share information with partners on demand. Instant emergency collaboration, situational awareness, coordination. Time saved means lives saved. Lack of communications and inability to share vital information with the right people when needed has cost needless loss of lives. No matter where you are or where your team is, communicate and collaborate seamlessly with Mutualink’s interoperable communications. Within your agency. With other agencies. Even between public agencies and private security teams. Not every interoperable communications solution earns Department of Homeland Security (DHS) Support Anti-terrorism by Fostering Effective Technologies (SAFETY) Act certification. Responsible, reliable interoperable communications.
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    Spectrum TeleTrack

    Spectrum TeleTrack

    Spectrum Voice Technologies

    Spectrum TeleTrack is a Cloud Based Home Care Scheduling, Tracking, Billing, and Management System that allows you to focus on growing your business. Our Customer Service Team is the best in the business. We offer a combination of hands on field and technical experience that is truly unique. No Home Care Software has a higher customer satisfaction rate. For 20+ years TeleTrack end users have enjoyed the ability to virtualize their Agency’s business operations. The combination of User-Friendly Admin Screens, Caregiver Portals, Family Portals, Smartphone Apps, and Integrated Texting, provides staff the ability to manage the business from anywhere. The intuitive nature of Spectrum TeleTrack coupled with our Team of Experts will allow you to achieve immediate improvements. We will streamline your business in a fashion that will increase revenue, lower overhead costs, and maximize your Agency’s profitability.
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    S3 Sanction Screening Software

    S3 Sanction Screening Software

    Compliance Resource Center

    Compliance Resource Center delivers unique sanctions screen software and expert services that offer unlimited search capabilities and provide an effective solution to identify and monitor excluded parties. CRC’s Sanction Screening Service offers a sophisticated automated screening tool and fully outsourced verification service to enable routine screenings of individuals or entities who may be excluded by federal or state agencies. We provide a solution to address all aspects of the challenges associated with collecting, tracking and screening your workforce and vendors. Conduct on-demand and unlimited sanction screenings against federal and state exclusion lists. Users have unlimited access to screen new hires, existing employees, contractors, vendors and others working with your organization. The software offers a flexible approach to screen a single name or a batch of names with the ability to easily document the results in exportable files.
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    CV-Transformer

    CV-Transformer

    CV-Transformer B.V.

    CV-Transformer is an automation tool that helps recruitment agencies instantly turn messy candidate resumes into clean, professional, and branded CVs. It parses any incoming document, extracts key information, and organizes it into a consistent layout that’s easy for clients to review. Recruiters can choose from modern templates or create custom designs that match their agency’s branding. The platform supports both manual uploads and seamless ATS integrations like Salesforce, Greenhouse and JobAdder, making it easy to fit into existing workflows. Users can edit parsed data, adjust sections, and export polished PDFs or shareable links in seconds. With collaboration features, audit logs, and high-volume handling, agencies can maintain quality while working faster. CV-Transformer saves recruiters hours of formatting work, improves candidate presentation, and ensures every CV delivered to clients looks professional and consistent.
    Starting Price: $2.05 / transformed CV
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    CAP60

    CAP60

    CAP60

    Through direct solutions, training, and events, CAP60 has helped hundreds of nonprofits. With technology, we enable organizations of all sizes and missions to make a difference in the world. CAP60 has designed a comprehensive and integrated data management system that’s defined by ease of use and maximum agency-wide efficiency. From LIHEAP to Employment Assistance, our web-based system provides families the opportunity to participate in the multiple programs offered by various local and state Community Action Programs. With CAP60 you will have the ability to integrate and map all agency programs to ROMA Next Gen goals track outcomes for all programs. We also create unduplicated client reports and agency-wide demographic reports. CAP60 offers automated data collection, utility payment management and reporting in an intuitive user interface.
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    AgencyPin

    AgencyPin

    AgencyPin

    We are the Innovators of the latest features and new processes in software for the model, talent, production and creative sectors. We provide a new generation booking software with a complete solution to run your agencies. AgencyPin offers a reliable and secure online access, helping easily challenge your agency daily scheduling, agents work management, invoicing, reporting, packages sharing, image processing, tracking and much more. Flexible for group of agencies. See model balances, generate reports, create model payments, print checks and statements and much more. Keep track of all your booking and scouting management, focus on growing your business. Manage talent bookings, statements, image and video galleries, notes, documents, social life and much more.
    Starting Price: $129 per user per month
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    Exponent Case Management

    Exponent Case Management

    Exponent Partners

    Technology for Social Change. We transform your nonprofit's relationship with data to improve programs and amplify impact. Our Salesforce consultants specialize in whole agency solutions for human services, philanthropy, and education organizations. Social services agencies are faced with an overwhelming administrative burden. You are expected to deliver results data to numerous funders, often through disconnected funder databases that don’t give you access to track and analyze your results. Our solutions span your whole agency by linking your data together and providing the tools to understand your impact in programs, fundraising, and operations. Leveraging our extensive experience building custom solutions for human services agencies, we’ve also developed Exponent Case Management–a fully-featured case management solution that provides powerful workflow, accessible analytics, and a modern platform that can be integrated with other systems.
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    deals&projects

    deals&projects

    deals&projects

    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.
    Starting Price: €29 per user per month
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    SETWorks

    SETWorks

    SETWorks

    SETWorks is a leading Electronic Health Record (EHR) and case management platform built specifically for organizations that support people with disabilities. SETWorks unifies service delivery, documentation, billing, and reporting in one secure, cloud-based system. Core functionality includes customizable workflows, real-time data tracking, goal and outcome management, electronic visit verification (EVV), and powerful analytics that help agencies make data-informed decisions. With SETWorks AI, agencies can further streamline operations by improving accuracy, reducing administrative effort, and ensuring compliance across every level of the organization. These intelligent tools help staff save time and focus more on the people they serve, rather than paperwork. Headquartered in Kansas City, Missouri, our entire team is U.S.-based, offering responsive, knowledgeable support and a deep understanding of the complex requirements faced by disability service agencies.
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    KaleidaCare

    KaleidaCare

    KaleidaCare

    KaleidaCare is a web-based social service and foster care tracking, management, and reporting software. Specifically built to add the most long-term and short-term value for mental health and social service agencies, KaleidaCare Solutions helps these organizations seamlessly track client admission, administer programs and services, and manage client treatment and outcomes. Affordable and easy to adopt, KaleidaCare enables social service agencies to seamlessly create reports, manage billing and deadlines, receive notifications, and electronically sign and store documents in the office or at home with the use of any Internet-based device.
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    CivicDocs

    CivicDocs

    CivicEye

    A versatile cloud-based digital evidence and document management solution that generates detailed audit logs to track and preserve the chain of custody while improving the overall efficiency between the arresting law enforcement agency and the prosecutor’s office. Digitally share evidence files between neighboring law enforcement agencies and prosecutors. CivicDocs provides users with instant access to vital information. Gone are the days of relying on physical file transfers, which are often time-consuming and prone to delays. With CivicDocs, investigators and prosecutors can access critical evidence with just a few clicks, expediting the flow of information and reducing unnecessary waiting periods. CivicDocs stores evidence through a rigorous process that documents the chain of custody via proper storage and handling procedures. By following protocols for legal and ethical guidelines, prosecution teams can preserve the accuracy and reliability of digital evidence.
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    AgencyBloc AMS+
    #1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.
    Starting Price: $109.00/month
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    eAdopt

    eAdopt

    eAdopt

    eAdopt is a cloud-based case management and notification system for adoption professionals. eAdopt’s hosted software provides a secure way for adoption professionals to manage their caseloads. Training, consulting and education organizations, home study, foster care and adoption agencies and attorneys use eAdopt to present their adoptive parents a secure login to access their fully customizable tasks and submit their documents. Here, parents can see the progress and status of their adoptions, and agencies leverage the system’s communication tools to send automated notifications, group announcements and individual messages to families and staff. Additionally, agencies manage birth parents, embryo donors and waiting children in eAdopt’s portal. eAdopt's mission is to streamline the adoption process, so that agencies can more efficiently connect children with their forever families. Our cloud-based software helps agencies empower their staff and clients as they navigate adoption.
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    ADAcertify

    ADAcertify

    ADAcertify

    ADAcertify is an ADA and WCAG compliance platform that helps businesses find, fix, and document website accessibility issues. The platform combines automated scanning, code-level fixes, expert audits, AI-powered PDF remediation, accessibility monitoring, and audit-ready documentation. Users can scan a website, identify compliance gaps, and address issues across web pages, PDFs, images, forms, reports, contracts, and other digital content. ADAcertify supports standards such as ADA, WCAG, Section 508, GDPR, CVAA, and AODA. The platform also provides VPAT reports, accessibility statements, audit trails, litigation support, and white-label tools for agencies. Built for business owners, agencies, developers, and enterprises, ADAcertify helps organizations improve accessibility, reduce legal risk, and create more inclusive digital experiences.
    Starting Price: $29/month
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    RegDocs Connect
    RegDocs Connect gives your operational and regulatory teams the tools they need to prepare complete and compliant submission ready documents and records. Built with the end user in mind, collaboration, automation and quality are the foundation of this solution. Automated workflows manage your records lifecycle from draft to final, enabling your team to be in complete control of your regulatory documents at all times. Mapping of document types to the EDM reference model and eCTD facilitates organization and retrieval of documents for inclusion in regulatory submissions. Proprietary tools such as PDF/A Publishing, document classification, and unique document identifiers provide a powerful regulatory document management solution that pulls information from across your organization, into one manageable solution. With the rise of electronic submissions to regulatory agencies and the increased complexity of drug development, the ability to produce submission-ready, quality content
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    ARMS Computer Aided Dispatch
    ARMS provides your agency with the tools to succeed. Save time, stay organized and keep personnel in the field safe with ARMS Computer Aided Dispatch. ARMS CAD allows the dispatcher to direct units and access data, all from within the same application. Interfaces with NCIC and State and Regional databases. ARMS CAD offers seamless integration with ARMS Mapping, ARMS Records Management, and ARMS Mobile. ARMS Computer Aided Dispatch (CAD) effectively manages resources, responses and all dispatching activities. All critical information is only a few keystrokes away, minimizing redundancy and maximizing efficiency. ARMS CAD provides you with a straightforward approach to managing units, regardless of whether they are for a single agency, multiple agencies or multiple jurisdictions. Dispatchers can utilize single-monitor or multiple-monitor configurations to best suit the needs of the agency.
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    iShredder

    iShredder

    Protectstar

    iShredder™ deletes so securely with international security standards that ministries of defense and government agencies even use it. The app is equally suitable for beginners and professionals to delete data securely. Deletion report included. iShredder™ deletes so securely with international military security standards that defense departments and government agencies use the technology. For example, suppose you have deleted files such as documents or photos. In that case, this manually deleted data can be recovered from the device's free space until the data has been securely overwritten using deletion algorithms. With over 20 approved erasure algorithms, iShredder™ even exceeds international government and military security standards for secure data erasure. In addition, authorities and independent organizations have analyzed each deletion method for its security and to ensure safe data destruction.
    Starting Price: $7.90 per month
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    Vertex Case Records Manager
    Vertex Case Manager is a cloud-based electronic case management software solution. Vertex Case Manager was created specifically designed for agencies like yours that serve people with disabilities in the community, employment, and residential settings. The Vertex Case Manager gathers information from every step of your client’s tenure from enrollment thru discharge. Through our social work case management software, information is gathered as clients attend and advance through your programs. Users can enter service time and progress records throughout the day. Missing or incomplete documents trigger a reminder to service providers to help maintain compliance. Our case management system allows for your user experience to be stress-free and keeps your agency organized and documentation compliant. From the dashboard, users see notifications, mark arrival times, and edit records all in one location.
    Starting Price: $2500 one-time payment
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    Crescendo

    Crescendo

    Delta Health Technologies

    Can technology care? With Crescendo™, it can. Using the most effective methods, this cloud-based system seamlessly integrates patient information across home health, hospice and private duty. Crescendo’s easy-to-use tools simplify agency workflow, providing a clear, natural path through billing, scheduling, documentation and other time-consuming daily tasks. What’s more, it’s completely customizable to your agency’s unique needs. And you’ll be amazed at how little training it takes to master. Crescendo™ streamlines everything from clinical compliance to financials, so you can get back to what you do best: caring for the patient. Automatically calculates all pertinent risk assessments and screenings: fall, hospitalization and depression. Uses best practice standards for comprehensive wound documentation. Provides customizable forms at the agency level to meet specific agency needs. Offers SHP and PPS Plus alerts and information in real-time.
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    RequestPro

    RequestPro

    RequestPro

    RequestPro’s public records request management platform is a secure, highly effective, time-saving solution to the administrative burden of a heavy workload of Freedom of Information Act (FOIA) and Public Records Act (PRA) requests. Process FOIA/PRA requests received through the Platform, or by email, mail, fax, phone, or voicemail. Predictive coding to auto-suggest similar prior requests and terms. Customize your agency’s public-facing portal in accordance with your agency’s look and feel. Allow requesters to search for information, see status updates online, and be routed to the most common requests. Protect and redact specific words, phrases, names, or personally Identifiable Information, and apply redactions to entire documents. Customize lists of exempted and protected information for request processing. Send, track, and communicate regarding requests to different departments and staff.
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    WP Travel Engine

    WP Travel Engine

    WP Travel Engine

    WP Travel Engine gives travel agencies a complete website solution to list tours, manage bookings, and sell packages online with ease. Travel agencies can use WP Travel Engine to build a fully functional booking website without any technical expertise. The plugin supports unlimited trip listings, advanced search and filter options, multiple payment gateways, and automated email notifications. Multilingual and multi-currency support makes it ideal for agencies targeting international travelers. With SEO-friendly architecture and Schema markup, agencies can rank higher on Google and attract more organic traffic.
    Starting Price: $12/month
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    PBworks Business Hub
    View a visual, up-to-date single-screen summary of your project. Bring together your customers, partners, and vendors. Store, discuss, search & share text, files, and documents. Every file you need, is accessible by computer, smartphone, or tablet. A truly free collaboration option without time limits. Greater content capabilities. Greater customizability and branding. More organization - more security. Comprehensive security and access control. Centralized administration and control. Business Hub is powered by PBworks. We've been in business since 2005, and are trusted by millions of people every month, including organizations ranging from solo practitioners to global enterprises. PBworks provides a broad set of collaboration products that help businesses work more efficiently and effectively. Products such as Agency Hub, Legal Hub, and Project Hub serve markets such as advertising and marketing agencies, law firms, and education, as well as the broader business market.
    Starting Price: $1,995 per year
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    Sagitta

    Sagitta

    Vertafore

    The enterprise-class agency management solution for your insurance business. Whether you’re growing organically or through acquisitions, your needs as a large business differ from those of local, independent agencies. Sagitta provides an insurance solution that meets your enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports your complex and specialty lines of business. Get flexibility at the user and department level to enable your agency to work the way that is best for your business. Advanced accounting and finance capabilities address your agency's unique needs, so you save time. Grant or restrict access to sensitive information at the user level to ensure your data remains secure.
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    Agency Access Pro

    Agency Access Pro

    Agency Access Pro

    This program is now available to Independent Agencies and Brokers, providing powerful and effective features and solutions, all at a very affordable price. Originally designed for our own agency. At the time, we couldn't find anything that fit our needs while also being affordable. So with the help of a good IT friend, we sat down and worked on what we wanted in a management system. He quickly gave us something that worked, and we haven't left it alone since! As the agency grew, so did our needs. We changed from a single desktop user to a networked system, allowing everyone in the agency to quickly work more efficiently. We added other lines, other carriers, other products, that needed more prospecting abilities, more detailed reporting. And the list just kept on growing! Daily or weekly suspense reporting, easy mail merging, prospecting by X-Dates or carrier, automatic renewal notifications, sub-producer reporting.
    Starting Price: $595 one-time payment
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    Netsmart Homecare

    Netsmart Homecare

    Netsmart Technologies

    Netsmart Homecare is a fully-integrated system made for any home healthcare organization to streamline everything from patient intake to documentation to scheduling to billing and beyond. Designed by industry professionals and clinicians, Homecare seamlessly combines business, clinical, scheduling, and mobile functionality for multiple lines of business, including home health, hospice, and private duty. With immediate access to vital patient data, notes, and care plans, this homecare software provides true interoperability. It enables real-time data exchange with other providers, maximizing care coordination and leading to improved outcomes. Netsmart Homecare supports your mission to provide care at home with a complete EHR that best suits your agency for today and tomorrow. We know better care requires successful relationships both within and outside of your agency among your patients, payors, staff, and other providers.
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    FormDox

    FormDox

    FormDox

    FormDox Technology Solution is a Powerful Software as a Service (SAAS) platform for electronic employee charting management, heath record management and Electronic Visit Verification (EVV) system for the home health care agencies, our software specialize on your area of operation due to the fact that you always wanted software to understand your needs and not just create a medium between a patient and the agency. Our HR Software for Healthcare Agencies is part of the package, which helps agencies to track employee performance data, employee records, performance appraisal chart, in-services and other crucial data. This easy-to-use mobile app helps home health agencies document and verify patient visits consistently.
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    TAG

    TAG

    TAG

    TAG is a W-2 compliant event staffing marketplace that connects event organizers with temporary staff across 300+ markets in the United States and Canada. Instead of relying on gig workers or a single staffing vendor, TAG leverages a network of 200+ vetted local staffing agencies, allowing organizers to source qualified, insured, and legally employed workers for events of any size. Event organizers use TAG to request staff, manage fulfillment across multiple agencies, track attendance and timesheets, and receive one consolidated invoice, while agencies handle local recruiting and employment compliance. TAG is built for concerts, festivals, conventions, sporting events, and large-scale live experiences where speed, reliability, and labor compliance are non-negotiable.
    Starting Price: $28/person/hour
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    Decideware

    Decideware

    Decideware

    Decideware is recognized as the best provider of enterprise SaaS solutions - built specifically for marketing & procurement. Proven tools configured to your needs - deploy fast and secure big gains for the business. When Advertisers want Enterprise they Upgrade with Decideware. Decideware provides custom solutions to help you manage your agencies for greater mutual success. Decideware offers advertisers an unrivaled opportunity to select the best agency for each assignment, control the scopes of work, deliver great briefs to every agency every time, spend effectively in production and conduct agency evaluations to manage highly productive relationships. Agency evaluation programs provide the ability for stakeholders to provide constructive feedback, outline opportunities for growth and to create collaborative action plans. We continue to encourage clients and agencies to provide feedback into the software design and as such, it continues to evolve.
    Starting Price: $28000 per month
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    NurseReferralPro

    NurseReferralPro

    NurseReferralPro

    NurseReferralPro™ was designed to bring public health case management to the cloud in a way that’s surprisingly easy and cost-effective. Best of all, NurseReferralPro™ results in better client care while helping ensure you are compliant. We serve public health agencies and non-profits worldwide. We solve non-compliant client documentation causing organizations to fail audits which could result in fines and loss of revenue for your organization. NurseReferralPro was built with the highest level of security and privacy available today because we know client privacy is critical. We are constantly testing and evaluating new levels of enhanced security. We host your data on Microsoft's Azure Cloud services, so you can be sure your data is secure and scalable. Our Business Associates Agreement (BAA) with Microsoft ensures full HIPAA compliance.
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    TimTodo

    TimTodo

    TimTodo

    TimTodo is a straightforward SaaS built for freelancers and agencies who want less complexity and more clarity. It helps you organize projects, assign tasks with deadlines, and track time directly where work happens. With built-in profitability insights, you instantly see if clients or projects are worth the effort. Clear reports provide managers with actionable data, while role-based permissions keep access secure and relevant for each user. Whether you’re running marketing campaigns, delivering software projects, or managing consulting work, TimTodo gives teams the essentials they need to stay organized, transparent, and profitable — without the clutter of traditional project management tools.
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    Intranet Quorum

    Intranet Quorum

    Leidos Digital Solutions

    Intranet Quorum (IQ) is the leading communications and process management tool powering the public sector. Proudly serving 65% of the United States Congress, 50% of U.S. Governors and dozens of federal, state and local government agencies in every corner of the country. With over 30 years of service, Leidos Digital Solutions, Inc. is proud to be the market leader in citizen services technology. Our commitment to innovation, ongoing investment in emerging technologies, and dedication to superior customer service has helped us earn, and maintain, a trusted partnership with elected officials and government agencies all over the country. With 100+ federal, state and local government agencies and organizations as our clients, Leidos DSI proudly serves public sector clients from Hawaii to Maine and everywhere in between. We deliver the innovation you expect with experience you can trust.
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    CareSmartz360

    CareSmartz360

    Caresmartz, Inc.

    CareSmartz360 is an AI-powered, all-in-one home care management and electronic visit verification platform built for large and multi-location home care agencies operating at scale. The platform helps organizations maintain visibility, control & compliance across locations. CareSmartz360 centralizes scheduling, EVV, multi-payer billing, payroll, care plans, custom forms, reporting, caregiver training and retention, and point-of-care documentation in a single system. These capabilities enable agencies to standardize operations, reduce administrative effort, and manage the workforce. Agencies can schedule caregiver visits across locations, monitor clock-ins & late shifts through real-time alerts. The platform is supported by a GPS-enabled caregiver mobile app & an agency mobile app that provides on-the-go operational control. Built on secure, HIPAA-compliant cloud infrastructure with role-based access controls, CareSmartz360 protects sensitive data while ensuring audit readiness.
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    Home Care IT

    Home Care IT

    IT Resources

    Home care agency management requires the accurate scheduling of aides and organization of critical information. This consumes enormous amounts of organizational time. Home Care IT provides an all-in-one management platform for non-medical home care agencies. Home Care IT helps save time and money by organizing all of the critical aide, billing, and scheduling data in one place. We help save agencies time and money. Ask for more information or a demo today!