17hats vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
17hats
Score 9.2 out of 10
N/A
17hats from the company of the same name in Pasadena is a small business management solution presenting an all-in-one solution for contacts, projects, leads, quotes and invoicing.
$45
per month
Zywave Sales Cloud - Agency Management
Score 5.0 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
17hatsZywave Sales Cloud - Agency Management
Editions & Modules
Starting Price
$45.00
per month
No answers on this topic
Offerings
Pricing Offerings
17hatsZywave Sales Cloud - Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
17hatsZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
17hatsZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
17hats
9.5
2 Ratings
21% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management10.02 Ratings00 Ratings
Workflow management10.02 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.01 Ratings00 Ratings
Contract management10.02 Ratings00 Ratings
Quote & order management10.01 Ratings00 Ratings
Interaction tracking8.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
17hats
8.0
1 Ratings
6% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management8.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
17hats
8.0
1 Ratings
6% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management8.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
17hats
9.5
2 Ratings
23% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management9.01 Ratings00 Ratings
Billing and invoicing management10.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
17hats
10.0
2 Ratings
28% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields9.92 Ratings00 Ratings
Custom objects10.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
17hats
9.5
1 Ratings
13% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability10.01 Ratings00 Ratings
Role-based user permissions9.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
17hats
8.0
1 Ratings
11% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
17hats
8.0
1 Ratings
6% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access8.01 Ratings00 Ratings
Best Alternatives
17hatsZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.2 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
17hatsZywave Sales Cloud - Agency Management
Likelihood to Recommend
10.0
(2 ratings)
5.0
(2 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
8.0
(2 ratings)
10.0
(1 ratings)
User Testimonials
17hatsZywave Sales Cloud - Agency Management
Likelihood to Recommend
17hats
It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Read full review
Zywave
prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
Read full review
Pros
17hats
  • Invoicing
  • Creating online questionnaire
Read full review
Zywave
  • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
  • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
  • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
  • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
Read full review
Cons
17hats
  • Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Read full review
Zywave
  • Training for new employees and follow up for all employees.
  • Importing into agency management system is several steps.
  • Not all information on prospects is given, although most have adequate information.
Read full review
Usability
17hats
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Read full review
Zywave
No answers on this topic
Support Rating
17hats
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Read full review
Zywave
The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
Read full review
Alternatives Considered
17hats
No answers on this topic
Zywave
We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
Read full review
Return on Investment
17hats
  • ROI - Saves me time on creating invoices and questionnaires.
Read full review
Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
Read full review
ScreenShots

Zywave Sales Cloud - Agency Management Screenshots

Screenshot of