4 Ratings
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Score 9.3 out of 100
2 Ratings
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Score 5.1 out of 100

Feature Set Ratings

    Sales Force Automation

    8.7

    Clear C2 C2CRM

    87%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 9/9 features

    Customer data management / contact management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Workflow management

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    Territory management

    8.7
    87%
    3 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.3
    83%
    3 Ratings
    N/A
    0 Ratings

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

    9.3
    93%
    3 Ratings
    N/A
    0 Ratings

    Contract management

    8.6
    86%
    2 Ratings
    N/A
    0 Ratings

    Quote & order management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Interaction tracking

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.9

    Clear C2 C2CRM

    89%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 3/3 features

    Case management

    9.3
    93%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    8.3
    83%
    3 Ratings
    N/A
    0 Ratings

    Help desk management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.9

    Clear C2 C2CRM

    89%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 2/2 features

    Lead management

    9.3
    93%
    2 Ratings
    N/A
    0 Ratings

    Email marketing

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.5

    Clear C2 C2CRM

    85%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 3/3 features

    Task management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Reporting

    8.3
    83%
    3 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.9

    Clear C2 C2CRM

    89%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 3/3 features

    Forecasting

    9.3
    93%
    3 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.3
    83%
    3 Ratings
    N/A
    0 Ratings

    Customization

    8.7

    Clear C2 C2CRM

    87%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 4/4 features

    Custom fields

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Custom objects

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Security

    8.5

    Clear C2 C2CRM

    85%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 2/2 features

    Single sign-on capability

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.7
    87%
    3 Ratings
    N/A
    0 Ratings

    Social CRM

    8.8

    Clear C2 C2CRM

    88%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 2/2 features

    Social data

    9.3
    93%
    2 Ratings
    N/A
    0 Ratings

    Social engagement

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.5

    Clear C2 C2CRM

    85%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 2/2 features

    Marketing automation

    9.0
    90%
    2 Ratings
    N/A
    0 Ratings

    Compensation management

    8.0
    80%
    2 Ratings
    N/A
    0 Ratings

    Platform

    7.7

    Clear C2 C2CRM

    77%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 1/1 features

    Mobile access

    7.7
    77%
    2 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Clear C2 C2CRM 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

    9.0

    Clear C2 C2CRM

    90%
    3 Ratings
    5.1

    Zywave Sales Cloud - Agency Management

    51%
    2 Ratings

    Usability

    9.0

    Clear C2 C2CRM

    90%
    2 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Support Rating

    9.0

    Clear C2 C2CRM

    90%
    2 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    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.
    Read full review

    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.
    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

    Clear C2 C2CRM

    • Unsure, as I have not seen issues that weren't resolved quickly and professionally.
    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

    Clear C2 C2CRM

    Starting Price

    $37 per month per user

    Editions & Modules

    Clear C2 C2CRM 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

      Core 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)

      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

        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.
        Read full review

        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.
        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

        Clear C2 C2CRM

        I HIGHLY recommend Clear C2 C2CRM above any other platform.
        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

        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.
        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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