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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AgencyOrganizer stands out by offering a blend of integrated features and functionalities that surpass expectations through cost efficiency, robust security, and extensive customizability across various operational domains. Its capabilities extend from seamless data integration to innovative Agency Management strategies, which support agencies in becoming more organized and achieving greater profitability and market presence. The platform ensures that all documents related to user cases and associates are stored securely, encompassing everything from emails to scanned files, thus eliminating the clutter and risks associated with physical document storage. Beyond document management, AgencyOrganizer also records essential information such as notes, phone calls, and appointments, enhancing overall productivity. Additionally, its built-in calendar and task tracking tools further streamline time management, allowing users to optimize their schedules effectively. With AgencyOrganizer, agencies can experience a comprehensive solution that not only meets their operational needs but also drives growth and efficiency in an increasingly competitive landscape.

Description

Explore a modern, visually engaging single-screen overview of your project, designed to unite your customers, partners, and vendors seamlessly. Effortlessly store, discuss, search, and share text, files, and documents, ensuring that every essential file is readily available across computers, smartphones, and tablets. This collaboration platform offers a genuinely free option with no time restrictions, enhanced content features, and increased customizability, allowing for personalized branding. With improved organization and heightened security measures, users benefit from comprehensive security and access management, all under a centralized administration system. Business Hub, powered by PBworks, has been a reliable partner since 2005, serving millions monthly, including a diverse range of clients from independent professionals to large corporations. PBworks boasts an extensive suite of collaboration tools tailored for enhanced business efficiency and effectiveness, with specialized products like Agency Hub, Legal Hub, and Project Hub catering to sectors such as advertising, legal services, and education, alongside the wider business community. This versatility ensures that there are collaborative solutions for every need.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20 per month
Free Trial No 
Free Version No 

Pricing Details

$1,995 per year
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

AgencyOrganizer

Website

www.agencyorganizer.com

Vendor Details

Company Name

PBworks

Founded

2005

Country

United States

Website

www.pbworks.com/business.html

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging No 
Contact Management No 
Content Management No 
Document Management Yes 
Project Management No 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

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