Clear C2 C2CRM vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clear C2 C2CRM
Score 9.3 out of 10
Mid-Size Companies (51-1,000 employees)
Clear C2 is a 20yr CRM software development company based in Dallas, TX. They describe their CRM solution C2CRM as robust yet easy to use. It is built for companies of all industries and sizes (10 user minimum), and presented as a customizable CRM designed to drive sales, mange customer relationships and automate internal processes.
$37
per month per user
Zywave Sales Cloud - Agency Management
Score 5.0 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
Clear C2 C2CRMZywave Sales Cloud - Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Clear C2 C2CRMZywave Sales Cloud - Agency Management
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsCore package starts at $37 per user/per month. Includes all features to track and manage customer and prospects (email integration, unlimited workflows, unlimited data, custom dashboards and report and much more). Additional modules of Sales, Marketing and Customer Support are $15 add-ons (per user, per month)
More Pricing Information
Community Pulse
Clear C2 C2CRMZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
Clear C2 C2CRMZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
10% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management9.03 Ratings00 Ratings
Workflow management8.13 Ratings00 Ratings
Territory management9.03 Ratings00 Ratings
Opportunity management8.03 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.03 Ratings00 Ratings
Contract management8.12 Ratings00 Ratings
Quote & order management9.03 Ratings00 Ratings
Interaction tracking8.02 Ratings00 Ratings
Channel / partner relationship management8.02 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Clear C2 C2CRM
8.7
3 Ratings
15% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management9.03 Ratings00 Ratings
Call center management8.03 Ratings00 Ratings
Help desk management9.03 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
12% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management9.02 Ratings00 Ratings
Email marketing8.13 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Clear C2 C2CRM
8.4
3 Ratings
10% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management9.03 Ratings00 Ratings
Billing and invoicing management8.02 Ratings00 Ratings
Reporting8.03 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Clear C2 C2CRM
8.7
3 Ratings
14% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting9.03 Ratings00 Ratings
Pipeline visualization9.03 Ratings00 Ratings
Customizable reports8.03 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
12% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields9.03 Ratings00 Ratings
Custom objects8.02 Ratings00 Ratings
Scripting environment9.03 Ratings00 Ratings
API for custom integration8.02 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
2% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability8.02 Ratings00 Ratings
Role-based user permissions9.03 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Clear C2 C2CRM
8.5
2 Ratings
16% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data9.02 Ratings00 Ratings
Social engagement8.02 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Clear C2 C2CRM
8.5
2 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation9.02 Ratings00 Ratings
Compensation management8.02 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Clear C2 C2CRM
8.0
2 Ratings
7% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access8.02 Ratings00 Ratings
Best Alternatives
Clear C2 C2CRMZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Clear C2 C2CRMZywave Sales Cloud - Agency Management
Likelihood to Recommend
9.0
(3 ratings)
5.0
(2 ratings)
Usability
9.0
(2 ratings)
-
(0 ratings)
Support Rating
9.0
(2 ratings)
10.0
(1 ratings)
User Testimonials
Clear C2 C2CRMZywave Sales Cloud - Agency Management
Likelihood to Recommend
Clear C2 C2CRM
It
allows the best sales with our customers. It is the best CRM software in the
market. If customers need help then it allows their users to contact them
directly and they give good feedback in a short time.
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.
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Pros
Clear C2 C2CRM
  • An incredible application in making sales and marketing in a single go.
  • Good to comprehend business opportunities and to protect the product’s promotion in the market.
  • It's a very simple and easy application. Once installed [it] can give the maximum benefits. Nothing can stop this tool from making wise decisions and providing ways to implement and observe the process further.
  • Its mobile version helps us to watch the business detail for 24-hours and is a good way to communicate with clients on demand.
  • Its managing abilities are not underestimated because of its to-the-point business overview.
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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.
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Cons
Clear C2 C2CRM
  • Unsure, as I have not seen issues that weren't resolved quickly and professionally.
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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.
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Usability
Clear C2 C2CRM
I like most and the features help me to manage customer details and their orders. It is very easy, I [have been] using this application for a long time and its integration with other applications is perfect for [a] fast workflow.
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Zywave
No answers on this topic
Support Rating
Clear C2 C2CRM
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.
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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.
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Alternatives Considered
Clear C2 C2CRM
I HIGHLY recommend Clear C2 C2CRM above any other platform.
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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.
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Return on Investment
Clear C2 C2CRM
  • It has been [designed] for sales reps. They can focus on sales and building relationships with clients. It is best for businesses from all sectors who want good results. They give training online and through webinars.
  • Its features are very advanced and good. It gives users lots of documentation storage, assists achieve, retail machine integration, [and] task management.
  • The next step is to win customers from other tools over profitable sales. And then retaining these customers with their services and support. The new interface has [been] launched for a better understanding of users as it increases day-to-day productivity due to lesser complexity.
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Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
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ScreenShots

Zywave Sales Cloud - Agency Management Screenshots

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