Supercharge Sales and Marketing
Evolved Office + AgentDealer
If you’re using AgentDealer, you’re sitting on a goldmine of data.
But are your reps actually using it to drive results?
Most dealers have the right CRM—but not the right tools to activate it. That’s where Evolved Office comes in.
You’ve Got AgentDealer. Now Make It Work For You.
Evolved Office’s native integration with AgentDealer transforms your CRM into a fully automated sales and marketing machine.
Create Highly Targeted Campaigns
Create Highly Targeted Campaigns
Use eoFilters to segment and target your audience based on real-time AgentDealer data—lease dates, service history, equipment type, and more.
No exports. No spreadsheets. Just click and launch.
Automate What Your Team Shouldn’t Have to Remember
Automate What Your Team Shouldn’t Have to Remember
Trigger automated workflows based on clicks, opens, downloads—or even key lifecycle events like:
- End-of-lease notices
- New client onboarding
- MQL to SQL follow-up
- Equipment upgrade reminders
Let your CRM do the follow-up, so your reps can focus on closing.
Know Who’s Hot (and Who’s Not)
Know Who’s Hot (and Who’s Not)
With built-in lead scoring, your team sees who’s engaging and when.
Click = task. Open = opportunity. Download = call now.
No guesswork. Just action.
Send Personal Video Messages—Direct from AgentDealer
Send Personal Video Messages—Direct from AgentDealer
Use eoVideo to record and send personalized video messages—without ever leaving the CRM.
More clicks. More replies. More demos.
Give Your Reps a Window Into Engagement
Your salespeople don’t need more reports—they need insights.
With our Rep Window, every AE sees what their contacts are interacting with: emails, videos, forms, content—right inside AgentDealer.
