amoCRM vs Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

• Easy to use interface. You can customize your lead's view to show the most important information for amoCRM users.
• Ready to use Integrations. You can integrate amoCRM with your virtual PBX service, end-to-end analytics service, mailing services.
• Rich API. You can easily export all leads from amoCRM to different services and work with this data.
• Customization. You can add your own fields to lead card to fit your needs.
• Access management. You can set up different rights for different users, so only several users can, for example, delete leads or export data.

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• 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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• Room for improvement would be that you need to manually integrate some of the apps for use.
• Adding information to different fields is timely, and having an auto-fill would be very useful for a lot of the text fields. Perhaps using AI platforms could help identify what content should flow where on the platform.
• Allow for Twitter integration. Grabbing leads from twitter is very important, using it for FB Messenger is great, but what about other platforms?

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• The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
• There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
• It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.

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• Positive impact is on time, the mobile app makes it easy to implement on all devices. For students, it helps to improve their communication skills.
• Positive, the leads you can gather all in one place makes it much more of an efficient process to track communication, so it saves time, and as a result, saves money.
• Negative, it seems to take up a lot of data on our mobile devices. Overall it does not have a major impact on the business, but on a mobile device it does drain the battery more than other apps do.

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• We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
• Having two systems was a challenge for our agency and led to use changing to one combined system.
• The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.

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