AgentDealer

AgentDealer is a software tool to build custom CRM system for office technology industry. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. Related areas on their profile: Asset Management and CRM. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

AgentDealer is based in Windermere, Florida. More on agentdealer.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

If you have worked with AgentDealer, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.