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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

Having clear, precise, and well-structured data is essential for comprehending clients and facilitating significant transformations. Traverse is a cloud-enabled, commercially available document management system tailored specifically for human services organizations, focusing on document and forms management along with mobility solutions. Leveraging the robust infrastructure of Amazon Web Services (AWS), Traverse ensures comprehensive security, reliable disaster recovery, and consistent uptime. For an organization to achieve maximum impact, it is vital that every team member has access to the necessary tools that enable them to perform their duties efficiently and effectively each day. By utilizing Traverse, users can gain insight into specific client cases and documents while seamlessly navigating through data across various program areas, ultimately enhancing service delivery. This level of accessibility and organization can significantly improve overall operational effectiveness within the agency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)

Integrations

Amazon Web Services (AWS)

Pricing Details

$20 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgencyOrganizer

Website

www.agencyorganizer.com

Vendor Details

Company Name

Northwoods

Founded

1999

Country

United States

Website

www.teamnorthwoods.com/products/traverse

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Alternatives

Alternatives

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