Agiled vs. MACAW CRM

Agiled is suited for submitting contracts and getting them signed quickly with the help of their public links and digital signature features. It is also well suited for submitting invoices to clients and getting them paid with their PayPal and Wise integration. Organizing and keeping track of a large database of clients and leads may be difficult since the CRM doesn't currently support email and message tracking per client but does offer multiple clients per project which is helpful for managing complex projects with multiple team members and clients.

MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.

Incentivized

• Invoicing
• Business overview
• Contracts

• Blending of CRM within an insurance flow
• Great Lead Management, Quotation and Underwriting
• High level support for marketing campaigns and setting up successful content strategies
• Great support for legacy back-office system

Incentivized

• CRM
• Proposals
• Scheduling

• Not very user friendly
• Configuration with older back-office system is a bit of a hassle
• Searches and uploads sometimes take a long time

Incentivized

While some of the book keeping features of Agiled have helped me to keep my business in order and provide contracts and invoices to my clients online so we don't need to meet in person every time, the main reason I bought Agiled was to keep track of leads and client communication to better understand what is and isn't working in terms of lead acquisition. This has not been easy since Agiled still can't track communication well and is still clunky when viewing and organizing contacts. I hope it will improve as the team behind it seems to be working hard.

Every time I reach out to Agiled they get back with me very quickly and seem to want to help me. They are constantly releasing updates and improvements which makes me hopeful for the future. I look forward to the day automation and CRM improvements are made. This will be a game changer.

MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.

Incentivized

• Better keep track of contracts
• Better understand income and expenses
• Centralized business details

• Allowed work from home due to its web UI
• Made using legacy back-office system easier, except for more complex cases
• Not user friendly and a bit hard to onboard into

Incentivized