Agile CRM vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agile CRM
Score 7.7 out of 10
N/A
Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.
$8.99
*per user 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
Agile CRMZywave Sales Cloud - Agency Management
Editions & Modules
Starter
$8.99
*per user per month
Regular
$29.99
*per user per month
Enterprise
$47.99
*per user per month
Free
Free
for 10 users
No answers on this topic
Offerings
Pricing Offerings
Agile CRMZywave 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*pricing for 2 year plan.
More Pricing Information
Community Pulse
Agile CRMZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
Agile CRMZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agile CRM
3.2
19 Ratings
82% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management3.619 Ratings00 Ratings
Workflow management5.516 Ratings00 Ratings
Territory management2.311 Ratings00 Ratings
Opportunity management3.416 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)1.118 Ratings00 Ratings
Contract management4.211 Ratings00 Ratings
Quote & order management3.512 Ratings00 Ratings
Interaction tracking3.718 Ratings00 Ratings
Channel / partner relationship management1.79 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agile CRM
1.8
16 Ratings
123% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management1.814 Ratings00 Ratings
Call center management1.814 Ratings00 Ratings
Help desk management1.816 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agile CRM
3.3
19 Ratings
78% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management5.418 Ratings00 Ratings
Email marketing1.119 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agile CRM
3.6
17 Ratings
71% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management4.915 Ratings00 Ratings
Billing and invoicing management1.410 Ratings00 Ratings
Reporting4.417 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agile CRM
1.5
18 Ratings
134% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting1.314 Ratings00 Ratings
Pipeline visualization1.916 Ratings00 Ratings
Customizable reports1.217 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agile CRM
4.1
19 Ratings
59% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields4.019 Ratings00 Ratings
Custom objects6.013 Ratings00 Ratings
Scripting environment1.59 Ratings00 Ratings
API for custom integration5.011 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Agile CRM
5.9
16 Ratings
34% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability5.915 Ratings00 Ratings
Role-based user permissions5.916 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Agile CRM
3.0
12 Ratings
83% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data3.012 Ratings00 Ratings
Social engagement3.012 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Agile CRM
5.2
14 Ratings
32% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation6.514 Ratings00 Ratings
Compensation management3.89 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agile CRM
8.2
14 Ratings
9% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access8.214 Ratings00 Ratings
Best Alternatives
Agile CRMZywave 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
Agile CRMZywave Sales Cloud - Agency Management
Likelihood to Recommend
3.9
(20 ratings)
5.0
(2 ratings)
Likelihood to Renew
10.0
(2 ratings)
-
(0 ratings)
Usability
2.1
(10 ratings)
-
(0 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Performance
10.0
(1 ratings)
-
(0 ratings)
Support Rating
1.1
(10 ratings)
10.0
(1 ratings)
Online Training
10.0
(1 ratings)
-
(0 ratings)
Implementation Rating
10.0
(1 ratings)
-
(0 ratings)
Configurability
10.0
(1 ratings)
-
(0 ratings)
Ease of integration
10.0
(1 ratings)
-
(0 ratings)
Product Scalability
10.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
10.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Agile CRMZywave Sales Cloud - Agency Management
Likelihood to Recommend
Agile CRM
Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.
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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
Agile CRM
  • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
  • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
  • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
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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
Agile CRM
  • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
  • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
  • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
  • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
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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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Likelihood to Renew
Agile CRM
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
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Zywave
No answers on this topic
Usability
Agile CRM
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
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Zywave
No answers on this topic
Reliability and Availability
Agile CRM
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
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Zywave
No answers on this topic
Performance
Agile CRM
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
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Zywave
No answers on this topic
Support Rating
Agile CRM
The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
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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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Online Training
Agile CRM
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
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Zywave
No answers on this topic
Implementation Rating
Agile CRM
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
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Zywave
No answers on this topic
Alternatives Considered
Agile CRM
It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
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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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Scalability
Agile CRM
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
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Zywave
No answers on this topic
Return on Investment
Agile CRM
  • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
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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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