13 Ratings
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Score 6.2 out of 100
2 Ratings
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Score 5.1 out of 100

Feature Set Ratings

    Sales Force Automation

    8.6

    Claritysoft

    86%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 8/8 features

    Customer data management / contact management

    9.3
    93%
    5 Ratings
    N/A
    0 Ratings

    Workflow management

    9.1
    91%
    4 Ratings
    N/A
    0 Ratings

    Territory management

    8.2
    82%
    4 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.8
    88%
    5 Ratings
    N/A
    0 Ratings

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

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    Quote & order management

    7.5
    75%
    5 Ratings
    N/A
    0 Ratings

    Interaction tracking

    9.0
    90%
    5 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.2
    82%
    4 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    10.0

    Claritysoft

    100%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 1/1 features

    Help desk management

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.8

    Claritysoft

    88%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 2/2 features

    Lead management

    8.8
    88%
    4 Ratings
    N/A
    0 Ratings

    Email marketing

    8.8
    88%
    4 Ratings
    N/A
    0 Ratings

    CRM Project Management

    9.2

    Claritysoft

    92%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Task management

    10.0
    100%
    4 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Reporting

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.4

    Claritysoft

    94%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Forecasting

    9.0
    90%
    4 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    9.0
    90%
    4 Ratings
    N/A
    0 Ratings

    Customizable reports

    10.0
    100%
    4 Ratings
    N/A
    0 Ratings

    Customization

    8.8

    Claritysoft

    88%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Custom fields

    8.7
    87%
    5 Ratings
    N/A
    0 Ratings

    Custom objects

    8.3
    83%
    4 Ratings
    N/A
    0 Ratings

    API for custom integration

    9.4
    94%
    4 Ratings
    N/A
    0 Ratings

    Security

    9.0

    Claritysoft

    90%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 2/2 features

    Single sign-on capability

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    9.5
    95%
    5 Ratings
    N/A
    0 Ratings

    Platform

    6.5

    Claritysoft

    65%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 1/1 features

    Mobile access

    6.5
    65%
    4 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Claritysoft is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    7.2

    Claritysoft

    72%
    5 Ratings
    5.1

    Zywave Sales Cloud - Agency Management

    51%
    2 Ratings

    Support Rating

    Claritysoft

    N/A
    0 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    Likelihood to Recommend

    Claritysoft

    Great software for keeping track of things you've done or need to do with certain customers or potential customers.
    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

    Claritysoft

    • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
    • It also is great for having one depository for quotes and opportunities you and your company are working on.
    • The marketing function seems to also work really well for sending out and tracking email campaigns.
    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

    Claritysoft

    • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
    • Would like to see each page be able to bring up more then 100 clients at a time.
    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

    Claritysoft

    Starting Price

    $39 per month

    Editions & Modules

    Claritysoft editions and modules pricing
    EditionModules
    Claritysoft$39.001

    Footnotes

    1. Per Month Per User

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    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

      Support Rating

      Claritysoft

      No answers on this topic

      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

      Claritysoft

      Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
      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

      Claritysoft

      • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
      • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
      • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
      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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