ADAPTcrm vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ADAPTcrm
Score 7.5 out of 10
N/A
ADAPTcrm is an integrated customer relationship management (CRM) designed specifically for mid-sized manufacturers and distributors.N/A
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
ADAPTcrmZywave Sales Cloud - Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ADAPTcrmZywave 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
ADAPTcrmZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
ADAPTcrmZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ADAPTcrm
9.0
3 Ratings
16% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management8.73 Ratings00 Ratings
Workflow management9.73 Ratings00 Ratings
Territory management8.73 Ratings00 Ratings
Opportunity management8.73 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.03 Ratings00 Ratings
Contract management9.03 Ratings00 Ratings
Quote & order management9.73 Ratings00 Ratings
Interaction tracking8.43 Ratings00 Ratings
Channel / partner relationship management9.03 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ADAPTcrm
9.2
3 Ratings
21% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management9.73 Ratings00 Ratings
Call center management9.03 Ratings00 Ratings
Help desk management9.03 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ADAPTcrm
8.9
3 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management9.03 Ratings00 Ratings
Email marketing8.73 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
18% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management9.73 Ratings00 Ratings
Billing and invoicing management8.73 Ratings00 Ratings
Reporting9.03 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
18% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting9.03 Ratings00 Ratings
Pipeline visualization8.73 Ratings00 Ratings
Customizable reports9.73 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
ADAPTcrm
8.7
3 Ratings
14% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields8.73 Ratings00 Ratings
Custom objects8.43 Ratings00 Ratings
Scripting environment8.73 Ratings00 Ratings
API for custom integration9.02 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
9% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability9.03 Ratings00 Ratings
Role-based user permissions9.23 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ADAPTcrm
8.7
3 Ratings
18% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data9.03 Ratings00 Ratings
Social engagement8.43 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
ADAPTcrm
8.9
3 Ratings
22% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation9.03 Ratings00 Ratings
Compensation management8.72 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
ADAPTcrm
8.7
2 Ratings
15% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access8.72 Ratings00 Ratings
Best Alternatives
ADAPTcrmZywave 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 9.1 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
ADAPTcrmZywave Sales Cloud - Agency Management
Likelihood to Recommend
9.0
(3 ratings)
5.0
(2 ratings)
Usability
9.0
(2 ratings)
-
(0 ratings)
Support Rating
9.0
(2 ratings)
10.0
(1 ratings)
User Testimonials
ADAPTcrmZywave Sales Cloud - Agency Management
Likelihood to Recommend
ADAPT Software Applications, Inc.
We have been using Adapt for almost a year or more and it is the best CRM solution and has helped us in saving our time and also in finding various contacts from our LinkedIn connections. It enabled us to grow our network by connecting us to the market for our products. when it comes to its price its subscription rate is quite high and it gets buggy sometimes.
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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.
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Pros
ADAPT Software Applications, Inc.
  • It provides a nice, single package of multiple features as in all in one solution business program. It can be used to help run many operations in an organization.
  • ADAPTcrm provides a fairly robust interface that can be individually tailored to each user, making it a bit more personable.
  • The program can be linked into other systems like Outlook which can alleviate the need for manual entry of contacts.
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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.
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Cons
ADAPT Software Applications, Inc.
  • Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying.
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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.
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Usability
ADAPT Software Applications, Inc.
Adapt CRM is the perfect tool for everyone looking for the solution to manage customer relations. It has proved itself as a time saver and we can focus on other parts of our organization too without any compromise on our customer relations. It has many features for customization. Additionally, its customer service is so good and helpful and unlike other software of this kind, we have found it quite user-friendly.
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Zywave
No answers on this topic
Support Rating
ADAPT Software Applications, Inc.
CRM solutions are always meant to strengthen client relationships and ADAPTcrm has helped us in achieving one of our business objectives of strengthening our bond with our clients.
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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.
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Alternatives Considered
ADAPT Software Applications, Inc.
ADAPTcrm is a bit different than other programs with similar feature sets. It offers a more well-rounded set of features that can be beneficial for an organization looking for an in all-in-one solution without much customization. On the other hand, if customization or changes are needed, the costs can be increased greatly with the need for developers or support from the company. Some CRM solutions may require a great deal of programming which ADAPTcrm does not necessarily need, potentially saving a great deal of time in implementation.
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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.
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Return on Investment
ADAPT Software Applications, Inc.
  • It has resulted in growth of our company.
  • It has enabled to make more connections in market.
  • It has proved as a time saver for us.
  • Its cost has a major negative impact on us.
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Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
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ScreenShots

Zywave Sales Cloud - Agency Management Screenshots

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