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The only complete agency management solution

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AgencySmart Overview

AgencySmart is a customer relationship management (CRM) software designed specifically for marketing and advertising agencies. The platform provides a centralized hub for managing client relationships, tracking leads, and organizing projects. AgencySmart helps agencies streamline workflows, increase collaboration, and improve client satisfaction by giving them a clear view of all client communications and interactions. The software includes features for contact management, campaign tracking, project management, invoicing, and reporting, allowing agencies to manage client projects from start to finish. With its automation capabilities, AgencySmart helps agencies reduce administrative tasks, such as follow-ups and status updates, allowing staff to focus on high-priority tasks. The software also offers analytics tools to measure campaign performance and client engagement, helping agencies optimize their marketing strategies and grow their businesses.

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AgencySmart Screenshot & Video

Contact Details

  • Vendor Name AgencySmart
  • Founded 2002
  • Location United States
  • Employees 11-50

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Mac Mac

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

AgencySmart Features

  • Arrow Icon Activity Dashboard
  • Arrow Icon Compliance Management
  • Arrow Icon Audit Management
  • Arrow Icon Incentive Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Split Commissions
  • Arrow Icon Percentage Commissions
  • Arrow Icon Agency Commission
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Tiered Commissions
  • Arrow Icon Flat Commissions
  • Arrow Icon Commission Overrides
  • Arrow Icon Document Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Workflow Management
  • Arrow Icon Customizable Reports
  • Arrow Icon Commission Rules/Conditions
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Sliding Scale Commissions
  • Arrow Icon Commission Statements
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

AgencySmart Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$49 Per User

AgencySmart FAQs

AgencySmart is a customer relationship management (CRM) software designed specifically for marketing and advertising agencies. The platform provides a centralized hub for managing client relationships, tracking leads, and organizing projects. AgencySmart helps agencies streamline workflows, increase collaboration, and improve client satisfaction by giving them a clear view of all client communications and interactions. The software includes features for contact management, campaign tracking, project management, invoicing, and reporting, allowing agencies to manage client projects from start to finish. With its automation capabilities, AgencySmart helps agencies reduce administrative tasks, such as follow-ups and status updates, allowing staff to focus on high-priority tasks. The software also offers analytics tools to measure campaign performance and client engagement, helping agencies optimize their marketing strategies and grow their businesses.

  • No, AgencySmart does not offer a free version.

  • Yes, AgencySmart offers a free trial.

  • No, Credit Card details are not required for the AgencySmart trial.

  • AgencySmart offers the following pricing plans & packages:

    Basic

    $49 Per User

  • AgencySmart supports the following payment frequencies:

    • Monthly Subscription

  • No, AgencySmart does not offer an API.

  • AgencySmart offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • AgencySmart offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • AgencySmart supports the following languages:
    • English

  • Following are the typical users of the AgencySmart:
    • Self-Employed , Small-Business , Midsize-Business

  • AgencySmart supports the following deployment:
    • Cloud Hosted

  • AgencySmart supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Mac