76
27
Growth Score 76 in past quarter
-7 pts
Heat Score 27 in past quarter
-7 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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3229582
AgencyAuto provides agency workflow automation with CRM, messaging, renewals, and reporting for sales and service teams.
About the Company
AgencyAuto provides workflow automation software for agencies, focusing on sales, service, and retention processes. The platform centralizes lead capture, contact records, accounts, tasks, and pipelines, and triggers reminders for follow-ups and renewals. Tools include form-based intake, document storage, e-signature support, email and SMS
messaging, and templated proposals or quotes. Dashboards and reports track production, conversion, and service turnaround. Integration options and import/export features connect AgencyAuto with existing CRMs, email, calendars, and data sources. Configuration relies on rules and templates so teams standardize processes, reduce manual entry, and maintain consistent client communications.