2 Ratings
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Score 9.5 out of 100
1 Rating
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Score 8 out of 100

Likelihood to Recommend

Clear C2 C2CRM

C2CRM has totally modified the way we used to manage our sales and marketing. We can now manage the budget and proposals using it. Also, its interface is simple and navigation through this software is very smooth. Its reporting tool is so precise and possesses all the details. What is not appealing about this software is its price which is sky-high and unaffordable for us. But if someone is looking for a tool to manage their sales, C2CRM is the perfect one for managing customer relations and satisfaction.
Donna-sue Carpenter | 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

Clear C2 C2CRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
Clear C2 C2CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
Clear C2 C2CRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

Clear C2 C2CRM
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
Clear C2 C2CRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

Clear C2 C2CRM
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
Clear C2 C2CRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

Clear C2 C2CRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

Clear C2 C2CRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

Clear C2 C2CRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
Clear C2 C2CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
Clear C2 C2CRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

Clear C2 C2CRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
Clear C2 C2CRM
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

Clear C2 C2CRM
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
Clear C2 C2CRM
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

Clear C2 C2CRM

  • Communicating well with us
  • Understanding our unique needs
  • Quick responses for customized needs
Clark Landguth | 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

Clear C2 C2CRM

  • It lacks customizability for some special categories, so more frequent updates would be more useful for workflow.
  • It possesses all the features we needed most, but there should be remote access and asset management too.
  • High-quality networking is required to complete the procedure otherwise its various features can be lost.
Donna-sue Carpenter | 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

Usability

Clear C2 C2CRM

Clear C2 C2CRM 9.0
Based on 1 answer
I’ve been practicing this software for ages and it is very helpful for me to allocate my marketplace and trends that can boost up my productivity. If I see my customer support, and then I must say they are not [always] happy with my dealings, I utilize it for increasing my relationship with [the] customer for automating marketing leads.
Donna-sue Carpenter | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Support Rating

Clear C2 C2CRM

Clear C2 C2CRM 9.0
Based on 1 answer
C2CRM delivers us the best features for improving business tasks and it is very handy for launching new products in front of others. I can easily gather all the detail of customers in one place and we can discuss and increase product marketing. Its social media integration is great to advertise product features, so that's why I really like it.
Donna-sue Carpenter | TrustRadius Reviewer

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

Clear C2 C2CRM

I HIGHLY recommend Clear C2 C2CRM above any other platform.
Clark Landguth | 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

Clear C2 C2CRM

  • Positive Management of Special Offers
  • Positive Management of Strategic Goals
  • Positive Management of Projects/Forecasting
Clark Landguth | 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

Clear C2 C2CRM

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

Pricing Details

Clear C2 C2CRM

General

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

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

Rating Summary

Likelihood to Recommend

Clear C2 C2CRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Usability

Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

Clear C2 C2CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

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