AgentDealer
- Company typePrivate
- Founded2010
- HeadquartersWindermere, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AgentDealer does
AgentDealer (legally The Sailor Group Inc.) is a privately held, founder-owned software company founded in 2010 by Ed Barfield and headquartered in Windermere, Florida. The company builds a vertical-specific customer relationship management (CRM) platform on top of Salesforce — the firm has been a Salesforce partner since 2009 — designed exclusively for the office technology and imaging dealer channel. Its customer base consists of U.S.-based office technology dealers selling copiers, printers, managed print services (MPS), IT solutions, and managed services. Core products include the AgentDealer CRM (offered in Essential, Executive, and Premier tiers at $95, $125, and $140 per user per month on annual contracts), an advanced configure-price-quote tool called ProCPQ launched in February 2026, and modular add-ons such as QuoteBuilder, RightTrack Activity System, AD Inbound, Territory Manager, Account Review, Used Equipment Sync, and a mobile app.
The platform's differentiation rests on deep vertical specialization: direct API integrations with seven major office-tech leasing partners (GreatAmerica, U.S. Bank, Wells Fargo, DLL, LEAF, PEAC) plus the e-automate ERP, plus native Salesforce reporting, document generation, and e-signature workflows. AgentDealer monetizes through per-user annual subscription licensing and professional services for custom configuration; it also runs a Premier Support Program offering sub-15-minute initial response times, dedicated consulting, and a customer support community portal. The go-to-market is a hybrid direct enterprise field-sales motion combined with inside-sales for inbound demo requests, supplemented by roadshows, live webinars, content marketing, and a network of GTM partners (Marisa Rose Marketing, Provisions Group, Pontrelli Marketing, EvolvedOffice). The company employs 11-50 people, is bootstrapped with no institutional capital, and has continued to expand product surface and partner integrations through 2025-2026 despite a lean team.
AgentDealer firmographics
Firmographics- Name
- AgentDealer
- Legal name
- The Sailor Group Inc.
- Website
- https://agentdealer.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where AgentDealer is headquartered
LocationHeadquarters
- HQ city
- Windermere
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AgentDealer business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Licensing: Annual subscription-based access licenses with three tiers (Essential, Executive, Premier). Subscriptions are per-user annual licenses that can be transferred to new users. Special pricing available based on number of users.
- Professional Services: Customization services for individual system customization, used equipment sync, RightTrack automation, AD inbound setup, and other custom configurations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Essential - $95/month (annual) - For teams looking to automate, manage, and collaborate |
| Subscription | Annual | Executive - $125/month (annual) - For businesses looking to control complex workflows and operations |
| Subscription | Annual | Premier - $140/month (annual) - Organizations needing full automation, custom onboarding and expanded support |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels8 records
AgentDealer product offering
Product offeringCore offering
AgentDealer is a custom, cloud-based CRM built on the Salesforce platform specifically for the office technology (imaging/copier/managed print services) dealer channel. It provides sales pipeline management, account/contact management, deal tracking, equipment and contract lifecycle management, territory management, and advanced Configure-Price-Quote (ProCPQ) capabilities, with deep direct API integrations to major leasing partners (GreatAmerica, U.S. Bank, Wells Fargo, DLL, LEAF, PEAC) and the e-automate ERP system.
Product overview
AgentDealer is a modular CRM platform built on Salesforce specifically for the office technology/dealer channel. The core offering is the AgentDealer CRM with three pricing tiers (Essential, Executive, Premier) providing account management, deal tracking, reporting, and workflow capabilities. Key add-on modules include ProCPQ (advanced configure-price-quote with modern UI), QuoteBuilder, QuickQuote CPQ, RightTrack Activity System (gamification), AD Inbound (email-to-record automation), Used Equipment Sync, Territory Manager, and Account Review. Support services include the Premier Support Program and Support Community portal. The platform integrates with leasing/financing partners (GreatAmerica, DLL, LEAF, PEAC, U.S. Bank, Wells Fargo) via direct APIs, marketing platforms (HubSpot, EvolvedOffice, Campaign Monitor, Pontrelli), and productivity tools (Outlook, DocuSign, Vidyard, TaskRay).
Differentiator
Problem solved
Functional benefit
Brands
- ProCPQ: Configure Price Quote tool for creating fast, accurate, customer-ready quotes for equipment configurations, leasing, software, and managed services.
Products and services
- AgentDealer CRM An all-in-one, cloud-based CRM built on the Salesforce platform for office technology dealers selling copiers, printers, IT solutions, and managed services. Delivered in three annual subscription tiers (Essential, Executive, Premier) with per-user licensing.
- ProCPQ Configure, Price, Quote (CPQ) add-on product for office technology dealers that supports complex configurations, multi-CPC plan types, radius pricing, multiple leasing options, gross profit targeting, bulk orders, deal splits, document generation, and e-automate order submission.
- Premier Support Program Premium support offering for AgentDealer customers providing fast initial response times (under 15 minutes), live chat, online meetings, ongoing consulting, setup and customization, territory management, communication templates, data management, and security administration.
- Support Community Self-service support portal providing access to a video library, articles, live webinars, contests, chat with the support team, and a self-help knowledge base for AgentDealer customers.
- Professional Services Customization and implementation services for AgentDealer customers covering individual system customization, used equipment sync, RightTrack automation, AD Inbound setup, and other custom configurations.
Quantifiable outcome
- +32% win rate improvement
- +4 more outcomes
Companies that use AgentDealer
Customer profileNamed customers9 records
Segments1 record
Ideal customer profiles2 records
AgentDealer technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration21 records
AI capability1 record
Feature12 records
AgentDealer partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core and strategic.
- LEAF Commercial Capital, Inc.coreFinancing integration enabling creation and submission of credit applications and automated status updates directly from CRM. Keeps credit approval process as part of CRM deal process.
- DLLcoreNew leasing integration tailored to DLL's U.S. workplace solutions partners including manufacturers and dealers. Enables direct lease submission for approval in CRM, reducing delays and improving deal closure speed.
- PEAC SolutionscoreIntegration allows dealers to submit credit applications and receive automated status updates directly from CRM, reducing manual work in the credit application process. Available to U.S. customers with additional API functionality coming in 2026.
- GreatAmerica Financial ServicescoreComprehensive integration enabling viewing of customer invoices, access to executed agreements, invoice creation for funding, funding worksheet generation, document uploads at time of application, and End-of-Term Buyout Quote creation directly within AgentDealer CRM.
- Marisa Rose Marketing, LLCstrategicBoutique marketing firm partnership offering expert marketing support for AgentDealer clients. Services include website and graphic design, digital and social media marketing, custom-built websites, branded RFP proposals, and Google AdWords/SEO strategies.
- U.S. BankcoreLeasing integration for simple and quick lease approvals. API integration enabling credit app submission and status tracking within CRM.
- Wells Fargo Financial ServicescoreLeasing integration with Credit Request on Demand capability for lease approvals within CRM workflow.
- Provisions Group LLCstrategicPreferred HubSpot consultant and certified HubSpot solutions partner. Helps AgentDealer clients optimize HubSpot platform use and create custom automations within AgentDealer/HubSpot integration. Founded 2003, headquartered in Franklin, Tennessee.
- SalesforcecoreCore platform provider. AgentDealer is built on Salesforce and has been a Salesforce partner since 2009. Holds multiple Salesforce certifications.
- HubSpotstrategicMarketing integration partner. AgentDealer integrates with HubSpot for marketing automation, lead scoring, and campaign management.
- ECI Software (e-automate)coreERP integration with order submission directly from quote. Syncs equipment information, leasing expirations, meter reads, and invoices into AgentDealer.
- Pontrelli MarketingstrategicMarketing firm using proprietary methodologies to guide dealers through growth initiatives, customer data analysis, CRM optimization, brand positioning, and marketing/sales tactics.
- EvolvedOfficestrategicDigital marketing platform specifically for office technology providers. Services include web marketing, social media marketing, email marketing, and custom content generation. Integrates with AgentDealer for list management and automated campaigns.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
AgentDealer competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
AgentDealer social profiles
Digital presenceAgentDealer financial estimates
Financial estimateRevenue estimate
Valuation estimate
AgentDealer leadership team
Management profileNumber of profiles
Profiles12 records
AgentDealer funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AgentDealer M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AgentDealer
What does AgentDealer do?
AgentDealer is a custom, cloud-based CRM built on the Salesforce platform specifically for the office technology (imaging/copier/managed print services) dealer channel. It provides sales pipeline management, account/contact management, deal tracking, equipment and contract lifecycle management, territory management, and advanced Configure-Price-Quote (ProCPQ) capabilities, with deep direct API integrations to major leasing partners (GreatAmerica, U.S. Bank, Wells Fargo, DLL, LEAF, PEAC) and the e-automate ERP system.
Is AgentDealer a public or private company?
AgentDealer is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AgentDealer founded?
AgentDealer was founded in 2010. It employs 11 to 50 people.
Where is AgentDealer based?
AgentDealer is headquartered in Windermere, United States, in the North America region.
How does AgentDealer make money?
Two revenue lines are on record. Subscription Licensing is the primary driver. The others are professional Services.
Does AgentDealer have an API?
No public API is recorded for AgentDealer.