24 Ratings
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Score 9.3 out of 100
2 Ratings
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Score 5 out of 100

Feature Set Ratings

    Sales Force Automation

    9.2

    FollowUp CRM

    92%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 9/9 features

    Customer data management / contact management

    9.7
    97%
    18 Ratings
    N/A
    0 Ratings

    Workflow management

    9.3
    93%
    16 Ratings
    N/A
    0 Ratings

    Territory management

    9.2
    92%
    13 Ratings
    N/A
    0 Ratings

    Opportunity management

    9.2
    92%
    15 Ratings
    N/A
    0 Ratings

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

    9.0
    90%
    14 Ratings
    N/A
    0 Ratings

    Contract management

    9.5
    95%
    16 Ratings
    N/A
    0 Ratings

    Quote & order management

    9.0
    90%
    12 Ratings
    N/A
    0 Ratings

    Interaction tracking

    9.0
    90%
    15 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.0
    90%
    13 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    9.1

    FollowUp CRM

    91%

    Zywave Sales Cloud - Agency Management

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

    Case management

    9.2
    92%
    14 Ratings
    N/A
    0 Ratings

    Call center management

    8.5
    85%
    11 Ratings
    N/A
    0 Ratings

    Help desk management

    9.7
    97%
    12 Ratings
    N/A
    0 Ratings

    Marketing Automation

    9.1

    FollowUp CRM

    91%

    Zywave Sales Cloud - Agency Management

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

    Lead management

    9.0
    90%
    14 Ratings
    N/A
    0 Ratings

    Email marketing

    9.2
    92%
    11 Ratings
    N/A
    0 Ratings

    CRM Project Management

    9.0

    FollowUp CRM

    90%

    Zywave Sales Cloud - Agency Management

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

    Task management

    9.3
    93%
    16 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.4
    84%
    8 Ratings
    N/A
    0 Ratings

    Reporting

    9.3
    93%
    15 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.3

    FollowUp CRM

    93%

    Zywave Sales Cloud - Agency Management

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

    Forecasting

    9.4
    94%
    11 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    9.2
    92%
    15 Ratings
    N/A
    0 Ratings

    Customizable reports

    9.3
    93%
    15 Ratings
    N/A
    0 Ratings

    Customization

    8.8

    FollowUp CRM

    88%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 4/4 features

    Custom fields

    9.2
    92%
    12 Ratings
    N/A
    0 Ratings

    Custom objects

    8.4
    84%
    9 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.8
    88%
    10 Ratings
    N/A
    0 Ratings

    API for custom integration

    8.8
    88%
    9 Ratings
    N/A
    0 Ratings

    Security

    9.2

    FollowUp CRM

    92%

    Zywave Sales Cloud - Agency Management

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

    Single sign-on capability

    9.3
    93%
    14 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    9.0
    90%
    13 Ratings
    N/A
    0 Ratings

    Social CRM

    8.7

    FollowUp CRM

    87%

    Zywave Sales Cloud - Agency Management

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

    Social data

    9.0
    90%
    8 Ratings
    N/A
    0 Ratings

    Social engagement

    8.4
    84%
    7 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.1

    FollowUp CRM

    81%

    Zywave Sales Cloud - Agency Management

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

    Marketing automation

    8.3
    83%
    9 Ratings
    N/A
    0 Ratings

    Compensation management

    7.8
    78%
    8 Ratings
    N/A
    0 Ratings

    Platform

    7.2

    FollowUp CRM

    72%

    Zywave Sales Cloud - Agency Management

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

    Mobile access

    7.2
    72%
    9 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Followup CRM 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

    9.3

    FollowUp CRM

    93%
    18 Ratings
    5.0

    Zywave Sales Cloud - Agency Management

    50%
    2 Ratings

    Usability

    9.3

    FollowUp CRM

    93%
    6 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Support Rating

    7.7

    FollowUp CRM

    77%
    6 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    Likelihood to Recommend

    FollowUp Power

    Being from healthcare sector we have been using Followup CRM. It automatically sends all the notification and reminders. Also, helps with the follow-ups so that no prospect or leads can be missed. This is incredible tool one should definitely use. This tool allows us to track our progress and identify areas for improvement.
    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

    FollowUp Power

    • It allows us to put notes/comments in as they occur so that there is a complete "log" of information for each project.
    • It reminds us of who we should be contacting each day.
    • It gives us a daily overall picture of how many leads we are currently managing.
    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

    FollowUp Power

    • It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
    • It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
    • It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.
    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

    FollowUp CRM

    Starting Price

    Editions & Modules

    FollowUp CRM 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

      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

        FollowUp Power

        It is a tool that has helped us in cooperation, document sharing, file transfer, email marketing, and all other particular tasks. I've progressed more collected and understood which clients are most suited for our product and which are only interested on receiving proposals.
        Read full review

        Zywave

        No answers on this topic

        Support Rating

        FollowUp Power

        I rarely contacted the support for Followup CRM but my employees tried to contact the support and they resolved the issue. So i can not provide enough detail about the support of Followup CRM
        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

        FollowUp Power

        My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales
        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

        FollowUp Power

        • I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
        • The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
        • Payments or what the current status of the job is.
        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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