8 Ratings
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Score 8.8 out of 100
1 Rating
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Score 8 out of 100

Likelihood to Recommend

amoCRM

Where amoCRM is extremely beneficial is with sales teams needing to find a cloud platform that can be easily learned and implemented. At the high school, college and small business level it is fairly priced and easy to work with. The automated pipeline to track calls, sites visits and online chats makes it fast and quick to connect with potential customers. In a day like today where it is crucial to make sales as fast as possible, because any hesitate could result in a loss of a sale, this platform makes it pretty simple. Web forms implemented on our website really helps to connect all of our communication. I would highly recommend it as a means for small businesses to track sales, clients and data. I think as the business grows there may be software that does the sales, marketing tracking side, as well as payroll and HR services as well to not need multiple providers.
Christopher Power | TrustRadius Reviewer

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

If you are a Benefits only shop—it's great! We really liked the system. Very user friendly and a true Benefits broker system. We tried an integration with our CL/PL system and BrokerageBuilder, but it didn't work. Having two systems became too clunky for accounting (commissions), reporting (revenue, etc.), and for client service and prospecting (i.e., do we have CL for our Benefits clients and vice versa? We had to look in two systems to find out).
Jessica Gardner | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

amoCRM
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
amoCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
amoCRM
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
amoCRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

amoCRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
amoCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
amoCRM
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

amoCRM
6.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
amoCRM
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
amoCRM
5.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
amoCRM
5.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

amoCRM
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
amoCRM
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
amoCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
amoCRM
5.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
amoCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
amoCRM
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

amoCRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
amoCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

amoCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
amoCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
amoCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
amoCRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

amoCRM

  • 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.
Roman Yarovyi | TrustRadius Reviewer

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

  • 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.
Jessica Gardner | TrustRadius Reviewer

Cons

amoCRM

  • 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?
Christopher Power | TrustRadius Reviewer

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

  • 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.
Jessica Gardner | TrustRadius Reviewer

Support Rating

amoCRM

No score
No answers yet
No answers on this topic

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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) 10.0
Based on 1 answer
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.
Jessica Gardner | TrustRadius Reviewer

Alternatives Considered

amoCRM

Reasons why we chose amoCRM:1. It's customizable, we can add custom fields and processes.2. It has a lot of ready integrations with services we use.3. Rich API that allows building completely custom analytics based on data from CRM.4. UI can be customized too. We show our internal users all the data they need to work with the client.
Roman Yarovyi | TrustRadius Reviewer

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

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.
Jessica Gardner | TrustRadius Reviewer

Return on Investment

amoCRM

  • 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.
Christopher Power | TrustRadius Reviewer

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

  • 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.
Jessica Gardner | TrustRadius Reviewer

Screenshots

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

Pricing Details

amoCRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

amoCRM Editions & Modules

Edition
Basic$151
Advanced$25.001
Enterprise$451
  1. /user/month
Additional Pricing Details
No minimum amount of users. Free set-up assistance with your own personal amoCRM expert.

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

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

amoCRM
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Support Rating

amoCRM
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

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