67 Ratings
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Score 8.2 out of 100
2 Ratings
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Score 5.1 out of 100

Feature Set Ratings

    Sales Force Automation

    8.1

    Bigin by Zoho CRM

    81%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 5/5 features

    Customer data management / contact management

    8.6
    86%
    6 Ratings
    N/A
    0 Ratings

    Workflow management

    7.6
    76%
    6 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.6
    86%
    5 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    7.9
    79%
    6 Ratings
    N/A
    0 Ratings

    Interaction tracking

    7.9
    79%
    6 Ratings
    N/A
    0 Ratings

    Marketing Automation

    7.1

    Bigin by Zoho CRM

    71%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 2/2 features

    Lead management

    7.7
    77%
    6 Ratings
    N/A
    0 Ratings

    Email marketing

    6.6
    66%
    6 Ratings
    N/A
    0 Ratings

    CRM Project Management

    7.1

    Bigin by Zoho CRM

    71%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 1/1 features

    Task management

    7.1
    71%
    6 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    7.7

    Bigin by Zoho CRM

    77%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 2/2 features

    Pipeline visualization

    8.0
    80%
    6 Ratings
    N/A
    0 Ratings

    Customizable reports

    7.4
    74%
    6 Ratings
    N/A
    0 Ratings

    Customization

    7.3

    Bigin by Zoho CRM

    73%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 1/1 features

    Custom fields

    7.3
    73%
    6 Ratings
    N/A
    0 Ratings

    Security

    8.4

    Bigin by Zoho CRM

    84%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 2/2 features

    Single sign-on capability

    8.6
    86%
    5 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.1
    81%
    6 Ratings
    N/A
    0 Ratings

    Social CRM

    6.7

    Bigin by Zoho CRM

    67%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 2/2 features

    Social data

    6.6
    66%
    6 Ratings
    N/A
    0 Ratings

    Social engagement

    6.8
    68%
    6 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.1

    Bigin by Zoho CRM

    81%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 1/1 features

    Marketing automation

    8.1
    81%
    5 Ratings
    N/A
    0 Ratings

    Platform

    9.0

    Bigin by Zoho CRM

    90%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Bigin by Zoho CRM ranks higher in 1/1 features

    Mobile access

    9.0
    90%
    6 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Bigin by Zoho CRM is rated higher in 1 area: Likelihood to Recommend
    • Zywave Sales Cloud - Agency Management is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    8.3

    Bigin by Zoho CRM

    83%
    6 Ratings
    5.1

    Zywave Sales Cloud - Agency Management

    51%
    2 Ratings

    Usability

    8.1

    Bigin by Zoho CRM

    81%
    6 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Support Rating

    7.7

    Bigin by Zoho CRM

    77%
    6 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    Likelihood to Recommend

    Zoho Corporation

    It is great when you have a lot of clients and names to track. It is very easy to update and manage as well as it is great that others can see your notes. It is less appropriate for doing large blasts as it isn't as user-friendly for that. Also tracking each employee's activity is very challenging as a manager it is not very easy to see exactly what their statistics are.
    Read full review

    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.
    Read full review

    Pros

    Zoho Corporation

    • Easy to use and operate as there are not "23 million" options, but still powerful.
    • Integrates with other Zoho products like Zoho Social, Campaigns and Forms.
    • Allows deals pipelines with fully customisable stages.
    Read full review

    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.
    Read full review

    Cons

    Zoho Corporation

    • It is quite easy for a new user, no training is required you are always ready to go with it.
    • The dashboard needs a bit of improvement and the user interface needs to be more user friendly.
    Read full review

    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.
    Read full review

    Pricing Details

    Bigin by Zoho CRM

    Starting Price

    $9 per month

    Editions & Modules

    Bigin by Zoho CRM editions and modules pricing
    EditionModules
    Express$9.001
    Premier$15.002

    Footnotes

    1. per month per user
    2. per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    20% discount for annual pricing.

    Zywave Sales Cloud - Agency Management

    Starting Price

    Editions & Modules

    Zywave Sales Cloud - Agency Management editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Usability

      Zoho Corporation

      A solid 8 from my perspective, a tool all small businesses should try out before venturing into the world of larger CRM solutions as this gives you the best entry point into the CRM solution world with ideas about all the modules that are required the most. It can be made a bit more intermediate user friendly by adding a bit more mass approach style features
      Read full review

      Zywave

      No answers on this topic

      Support Rating

      Zoho Corporation

      Bigin by Zoho CRM has a 24 hours help desk, with well informed professionals, and they constantly listen and solve what ails the users. More so, often, new releases in the form of documentations regarding the software updates are made and revealed, making the beginners learn. The dashboard of Bigin is very basic, with well set operational features and by simply clicking any of them, the results are instantly revealed.
      Read full review

      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.
      Read full review

      Alternatives Considered

      Zoho Corporation

      Bullhorn was a much better platform that Zoho, but Zoho is more affordable. Salesforce was very complicated, but Bullhorn was amazing at customization, specific full cycle tracking, as well as it was an all in one so you could do the recruiting cycle, sales cycle, billing and HR functions all in one whereas with Zoho they don't talk to each other and you have to have a different system for each process so it isn't all-in-one and accessible like other programs.
      Read full review

      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.
      Read full review

      Return on Investment

      Zoho Corporation

      • The lead conversion right from prospects to revenue generation has increased in our organization.
      • Previously the conversion rate was around 40%, now the efficiency has increased.
      Read full review

      Zywave

      • Sales team reluctant to use.
      • Initial training was fine but could use some follow-ups.
      • ROI has not been measurable.
      Read full review

      Screenshots

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