AgencyOrganizer Overview

Here’s the scoop on AgencyOrganizer! We've gathered over 123 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

AgencyOrganizer, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if AgencyOrganizer is right for your needs? Our Cuspera AI engine can evaluate how AgencyOrganizer fits your specific business needs, industry, and context. Get your personalized assessment report today.

AgencyOrganizer supports business activities such as:

  • Proposal & Quote Management
  • Tracking & Monitoring Communications
  • Digital Signature
  • Contact List Management
  • Sending & Publishing Communications

AgencyOrganizer can help you with many business goals, such as Grow Market Share. It can help manage these activities if you use E-Mail and Phone Calls for these needs. As a solution, AgencyOrganizer's capabilities include Templates.

Reviews

"...Agents can put together Quote Comparisons, email or print the information with ease, and keep track of a history for all quotes generated for each client...." AgencyOrganizer Features Sales Force Automation, Document Management, and More!

AgencyOrganizer Reviews

11 buyers and buying teams have used Cuspera to assess how well AgencyOrganizer solved their CRM needs. Cuspera uses 123 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Grow Market Share is the most popular business priority peers achieved using AgencyOrganizer.

Use Cases

Peers recommend Proposal & Quote Management , Tracking & Monitoring Communications , Digital Signature , as the business use cases that they have been most satisfied while using AgencyOrganizer.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Proposal & Quote Management with E-Mail

3.92/5

Read Reviews (4)

"...Agents can put together Quote Comparisons, email or print the information with ease, and keep track of a history for all quotes generated for each client...." AgencyOrganizer Features Sales Force Automation, Document Management, and More!
Tracking & Monitoring Communications with Phone Calls and E-Mail

3.95/5

Read Reviews (4)

"...Sales Force Automation AgencyOrganizer is equipped with tools to automate functionality like sending emails, tracking leads, creating documents, and much more...." AgencyOrganizer Features Sales Force Automation, Document Management, and More!
Digital Signature

3.68/5

Read Reviews (2)

"...Our e-Signature standards, server security and methods of business continuity are put through security testing each year...." AgencyOrganizer Features Sales Force Automation, Document Management, and More!
PEER EXPERIENCES
Proposal & Quote Management with E-Mail

3.92/5

Read Reviews (4)

"...Agents can put together Quote Comparisons, email or print the information with ease, and keep track of a history for all quotes generated for each client...." AgencyOrganizer Features Sales Force Automation, Document Management, and More!
Tracking & Monitoring Communications with Phone Calls and E-Mail

3.95/5

Read Reviews (4)

"...Sales Force Automation AgencyOrganizer is equipped with tools to automate functionality like sending emails, tracking leads, creating documents, and much more...." AgencyOrganizer Features Sales Force Automation, Document Management, and More!
Digital Signature

3.68/5

Read Reviews (2)

"...Our e-Signature standards, server security and methods of business continuity are put through security testing each year...." AgencyOrganizer Features Sales Force Automation, Document Management, and More!

9+ more Business Use Cases

Our AI advisor, Wyz, harnessed 123 insights from peers and experts to help you assess how these AgencyOrganizer use cases fit your CRM needs.

Based on peer insights

Cuspera recommends AgencyOrganizer for

Use Cases Proposal & Quote Management , Tracking & Monitoring Communications , Digital Signature
Medium E-Mail, Phone Calls
Features Templates
Business Priority Grow Market Share
lightning

Peers used AgencyOrganizer to Grow market share

Peer and Expert Opinion on Features

for AgencyOrganizer

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Templates

3.63/5

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
Templates

3.63/5

Read Reviews (5)

IT and Other Capabilities

for AgencyOrganizer

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.20/5

Read Reviews (24)
Data Export

3.83/5

Read Reviews (8)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.20/5

Read Reviews (24)
Data Export

3.83/5

Read Reviews (8)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

3.58/5

Read Reviews (2)
24/7 Support

3.26/5

Read Reviews (2)
Email Support

3.26/5

Read Reviews (2)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

3.58/5

Read Reviews (2)
24/7 Support

3.26/5

Read Reviews (2)
Email Support

3.26/5

Read Reviews (2)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.07/5

Read Reviews (17)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.07/5

Read Reviews (17)

Software Failure Risk Guidance

?

for AgencyOrganizer

Top Failure Risks for AgencyOrganizer

Vendor Profile Details

Company Name

AgencyOrganizer

Company Website

http://agencyorganizer.com/

HQ Location

5 Costa Ct, W. Maple Ave Langhorne, PA 19047

Employees

NA

Financials

NA