MACAW CRM vs. Soffront CRM

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

Lead generation and follow-up with sales are well suited. Social media integration and reporting/dashboards for insights can be improved.

Incentivized

• 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

• The email marketing platform is wonderful. It allows for tracking and you can do AB testing with it as well.
• Landing page and form placement with other companies have also been easy. Regardless of website or landing page that you use the forms integrate and you get an email notification whenever a new lead is added to the database.
• The overall layout of the CRM is also nice to use. You can open up different tabs with information on and then go back to a previous tab without having to use the browser controls. It makes navigating and comparing information very easy to do.

Incentivized

• 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

• Reporting
• Loyalty features
• Social media integration

Incentivized

Intuitive UI. Responsive. Features can be accessed very easily. Not a lot of big white spaces between fields and buttons. Straightforward.

Incentivized

Reaction times and relationship with vendor is very good. Good answers and solutions to problems/issues logged.

Incentivized

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

Incentivized

Soffront performs many of the same functions as both of these providers but it offers a great deal more all in one place. I do not have to log into different programs or switch programs to get the information that I need. This has greatly increased efficiency. The pricing for Soffront is also better when you add in the other features that it comes with, in fact it saved me money when I switched.

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

• The software has been positive for especially on the email marketing side. I have seen about a 23% increase in revenue and new contacts by using the email marketing feature.
• The landing page and form integration has averaged me about 20 new leads a month for my business which is plenty to keep us busy and on track for growth of the business.

Incentivized