Highrise CRM (discontinued) vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Highrise CRM (discontinued)
Score 4.0 out of 10
N/A
Highrise is a simple CRM, allowing the user to track leads and manage follow ups with zero learning curve. Highrise is only available and supported for existing customers. As of August 2018 Highrise is no longer available to new customers. Existing customers may still take advantage of Highrise.
$4
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
Highrise CRM (discontinued)Zywave Sales Cloud - Agency Management
Editions & Modules
Highrise
$4.00
Per User Per Month
No answers on this topic
Offerings
Pricing Offerings
Highrise CRM (discontinued)Zywave Sales Cloud - Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Highrise CRM (discontinued)Zywave Sales Cloud - Agency Management
Top Pros
Top Cons
Best Alternatives
Highrise CRM (discontinued)Zywave 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
Highrise CRM (discontinued)Zywave Sales Cloud - Agency Management
Likelihood to Recommend
9.0
(10 ratings)
5.0
(2 ratings)
Likelihood to Renew
8.2
(9 ratings)
-
(0 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
9.0
(1 ratings)
10.0
(1 ratings)
User Testimonials
Highrise CRM (discontinued)Zywave Sales Cloud - Agency Management
Likelihood to Recommend
Discontinued Products
We chose to work with the Basecamp product and along with it came Highrise. They're a great 37 signals package together. So we chose to work with Highrise because of Basecamp
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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
Discontinued Products
  • Easy batch upload of new contacts - if you gathered names and contact info for a bunch of people at an event or conference or what have you, put it in a spreadsheet and upload it for easy and efficient adding to the database.
  • Simple communication and outreach tracking - each user has an individualized dropbox email address; you can BCC:, CC:, or forward an email to or from a client or contact, and Highrise automatically associates and records that email with the contact in the database.
  • Task assignments - users can create and task assignments associated with specific contacts (ie - Send Suzy J. a gift box on Oct 1; Follow Marla K. and Billy Z. on Twitter & Facebook; Get an updated address from Nathan R.)
  • Tags - easily create lists of contacts who fit certain needs (I need a: food blogger, in TX, who has a Facebook page - we have "food blogger", "TX," and "Facebook" tags in our system) that is then exportable; also useful for knowing the important associations of a particular contact.
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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
Discontinued Products
  • Im actually pretty happy with the system as it is. The best aspect of Highrise is that it is very easy to work with - no need to struggle with manuals and lengthy training.
  • Not really a problem I suppose but I pay for Highrise as part of a suite which includes other products - Basecamp, Backpack and Campfire. It would be nice to see more integration between these products.
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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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Likelihood to Renew
Discontinued Products
Highrise is easy to use, has a nice UI overall, quick to load, and does most of what we need.
Read full review
Zywave
No answers on this topic
Usability
Discontinued Products
It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with
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Zywave
No answers on this topic
Support Rating
Discontinued Products
They are quick and SO nice. They are very friendly and are eager to help.
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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
Discontinued Products
Highrise is simple to use and is run by the same folks who build Basecamp and 37Signals. We wanted something that would do the essentials without the cumbersome bells and whistles. Salesforce is almost too complicated if you don't have a whole sales operation and analytics division. One day we will probably outgrow Highrise, but not yet.
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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
Discontinued Products
  • Better customer service, I am able to look up client info in a more organized way
  • I feel that our efficiency has really increased. Highrise is a lot faster than our old program
  • Highrise keeps us very organized. but it would be helpful if there was a project management section we could implement
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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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