MACAW CRM vs. Norada Solve360

MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.

Incentivized

If you're working with a lot of clients and are working in one field Norada is perfect. I found it difficult to configure it to work precisely as I want to for a multi-field company that offers two very different products whose sales teams should never meet, yet know about each other.

• Blending of CRM within an insurance flow
• Great Lead Management, Quotation and Underwriting
• High level support for marketing campaigns and setting up successful content strategies
• Great support for legacy back-office system

Incentivized

• Contact database.
• Integrated communications and communication history across projects.
• Task lists and objectives.

• Not very user friendly
• Configuration with older back-office system is a bit of a hassle
• Searches and uploads sometimes take a long time

Incentivized

• More advanced filters for tasks.
• More advanced project organization elements.

I have received fast answers to any questions I have ever had. The support staff knows how to work with less tech-literate people and is patient enough to explain. Even if my issue was not solvable the support staff gave me another way to get the job done.

MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.

Incentivized

• Allowed work from home due to its web UI
• Made using legacy back-office system easier, except for more complex cases
• Not user friendly and a bit hard to onboard into

Incentivized

• Easy to keep track of client needs.
• Easy to work in a team with the same client base.
• Easy to organize work.