ConvergeHub vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ConvergeHub
Score 8.0 out of 10
Small Businesses (1-50 employees)
ConvergeHub is a converged CRM for SMBs. According to the vendor, this solution can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The vendor’s value proposition is that the features are optimized for small to medium-sized businesses that have the same needs as large corporations–but don’t have massive budgets to integrate or pay for expensive add-ons. All ConvergeHub CRM…
$9
per user - per month
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
ConvergeHubZywave Sales Cloud - Agency Management
Editions & Modules
Lite
$9
per user - per month
Professional
$29
per user - per month
Premium
$59
per user - per month
No answers on this topic
Offerings
Pricing Offerings
ConvergeHubZywave Sales Cloud - Agency Management
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
ConvergeHubZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
ConvergeHubZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ConvergeHub
8.3
1 Ratings
8% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management9.01 Ratings00 Ratings
Workflow management9.01 Ratings00 Ratings
Territory management8.01 Ratings00 Ratings
Opportunity management9.01 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.01 Ratings00 Ratings
Contract management8.01 Ratings00 Ratings
Quote & order management9.01 Ratings00 Ratings
Interaction tracking8.01 Ratings00 Ratings
Channel / partner relationship management8.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ConvergeHub
7.0
1 Ratings
6% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management7.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ConvergeHub
9.0
1 Ratings
18% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management9.01 Ratings00 Ratings
Email marketing9.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ConvergeHub
9.0
1 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management9.01 Ratings00 Ratings
Billing and invoicing management9.01 Ratings00 Ratings
Reporting9.01 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ConvergeHub
8.0
1 Ratings
5% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Pipeline visualization8.01 Ratings00 Ratings
Customizable reports8.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
ConvergeHub
7.5
1 Ratings
1% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields8.01 Ratings00 Ratings
API for custom integration7.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
ConvergeHub
9.0
1 Ratings
18% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access9.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
ConvergeHub
9.0
1 Ratings
8% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Role-based user permissions9.01 Ratings00 Ratings
Best Alternatives
ConvergeHubZywave 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
ConvergeHubZywave Sales Cloud - Agency Management
Likelihood to Recommend
8.0
(1 ratings)
5.0
(2 ratings)
Support Rating
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
ConvergeHubZywave Sales Cloud - Agency Management
Likelihood to Recommend
ConvergeHub
It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.
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
ConvergeHub
  • The dashboards are really good and feature laden.
  • The UI is really intuitive as well as user friendly.
  • Automation of simple tasks as well as the marketing process is really easy.
  • Above all the pricing takes the cake here.
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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
ConvergeHub
  • Customer support isn't that great, takes a lot of time to respond.
  • Notifications are not on time, i.e. they are delayed and not real time.
  • Lack of integration with other applications.
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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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Support Rating
ConvergeHub
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.
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Alternatives Considered
ConvergeHub
ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.
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.
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Return on Investment
ConvergeHub
  • It helps increase the overall productivity by automating daily routine tasks.
  • Sales & marketing process becomes easier and more productive.
  • Workflow management is easier.
  • Overall productivity increases many-fold.
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

ConvergeHub Screenshots

Screenshot of ConvergeHub dashboard provides a quick and precise snapshot of the key business metrics, namely – Deals by Expected Close Date; Leads by Source; Lead Acquisition & Deal Acquisition and so on.Screenshot of ConvergeHub calendar  allows users to schedule, reschedule, organize, add and edit the tasks. Users can share the calendar with colleagues for quick collaboration. They can check tasks due dates and get notified about upcoming meetings.Screenshot of Users can frame and run marketing campaigns across four broadcast mediums – Email, Direct Mail, SMS and Social. At the end of every campaign, they can use the cross-channel campaign tracking feature to measure the campaign performance and identify the most profitable channels.Screenshot of ConvergeHub provides Case History
 for every customer stored in the CRM. The case history section includes  important details like - total number of cases, assigned customer support agents, case resolution status and case closure date.Screenshot of ConvergeHub Library module enables users to store, share and manage important files, collaterals, brochures, presentations and case studies for every target, lead, account, contact, deal and customer.Screenshot of ConvergeHub facilitates its users to store all business contacts within one  unified database that is accessible round-the-clock from any internet-enabled device. The contact details section includes information such as  email, phone number, meeting notes, to-do lists and documents. Users can customize the contacts management section and add comments, notes, events and files to the contacts.

Zywave Sales Cloud - Agency Management Screenshots

Screenshot of