72 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.1 out of 100
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 out of 100

Likelihood to Recommend

NetSuite CRM+

We keep our customer's information in NetSuite, from contacts to products purchased. It helps us to keep an accurate record of how to get a hold of our customers in addition to the products they've purchased. Everything from the initial quote, to the final purchase order. It's a really good, useful tool.
Paul Mills | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

If you are a Benefits only shop—it's great! We really liked the system. Very user friendly and a true Benefits broker system. We tried an integration with our CL/PL system and BrokerageBuilder, but it didn't work. Having two systems became too clunky for accounting (commissions), reporting (revenue, etc.), and for client service and prospecting (i.e., do we have CL for our Benefits clients and vice versa? We had to look in two systems to find out).
Jessica Gardner | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

NetSuite CRM+
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
NetSuite CRM+
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
NetSuite CRM+
6.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
NetSuite CRM+
6.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
NetSuite CRM+
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
NetSuite CRM+
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
NetSuite CRM+
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
NetSuite CRM+
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
NetSuite CRM+
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
NetSuite CRM+
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

NetSuite CRM+
6.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
NetSuite CRM+
6.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
NetSuite CRM+
5.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
NetSuite CRM+
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

NetSuite CRM+
6.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
NetSuite CRM+
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
NetSuite CRM+
5.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

NetSuite CRM+
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
NetSuite CRM+
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
NetSuite CRM+
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
NetSuite CRM+
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

NetSuite CRM+
6.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
NetSuite CRM+
6.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
NetSuite CRM+
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
NetSuite CRM+
6.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

NetSuite CRM+
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
NetSuite CRM+
7.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
NetSuite CRM+
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
NetSuite CRM+
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
NetSuite CRM+
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

NetSuite CRM+
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
NetSuite CRM+
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
NetSuite CRM+
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

NetSuite CRM+
5.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
NetSuite CRM+
5.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
NetSuite CRM+
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

NetSuite CRM+
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
NetSuite CRM+
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
NetSuite CRM+
6.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

NetSuite CRM+
6.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
NetSuite CRM+
6.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

NetSuite CRM+

  • It has a great UI for ERP and provides in-depth reporting and budget planning. NetSuite allows alot of flexibility to build the system out to how your company does business. Our accounting department really likes the Adaptive Planning module as well, as they can provide and quickly turn around presentation-worthy reports.
  • Due to the robust features and functionality of NetSuite, it is easy to customize and put workflows and formulas into practice when necessary to create efficiencies.
  • NetSuite provides the full solution to a business, by tying all systems together for one source of the truth.
Stephanie Locke | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • 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.
Jessica Gardner | TrustRadius Reviewer

Cons

NetSuite CRM+

  • eCommerce - Netsuite is abysmal at websites, and shopping carts. Opensource programs such as Magento, and OScommerce from 2005 are more updated and useful than anything netsuite has to offer in the ecommerce module. It is extremely buggy and slow! You no access to page layout and content other than some basic forms, or if you pay extra for the ability to create custom suitescript pages. Stay away!
  • Integration - Netsuite has the worst API integration I have ever seen from a major web software system. The documentation is horrid it takes months of research to build anything useful. It is also the slowest API I have ever seen you share your servers with other Netsuite Customers, thus all of your requests have to go into a Queue to be processed. Every other web API I have ever used as been nearly instant. Netsuite locks you down to limited accounts that you either have to pay extra or share with a user for API access, and you cannot run multiple requests at the same time! If you do not que a program that has multiple employees making requests they will all collide and fail.
  • You have to pay for Database access, we were never able to test this for usefulness as we were promised the ODBC module for all of our issues and it never happened. That being said without ODBC module you have NO database access what so ever. Due to Netsuite being a web program you have limited to no access to your own content! From an Senior IT perspective I highly recommend a software that you have full access to all of your data!
  • Netsuite is Buggy! The entire netsuite platform runs on very outdated code, especially the output being very very old HTML4 or order.... and JavaScript! I did find out after many years of using SuiteScript and my own JavaScript knowledge I was able to write a lot of work arounds and eventually found a hidden version of jQuery. You can do complex stuff however it requires A LOT of additional code and over head slowing down an already slow system. JavaScript is a great tool for making website more dynamic and fun and useful. However it is a terrible language to run an entire CRM/ERP with... Even google has problems using their advanced JavaScript for stuff like Gmail and their code is lightyears ahead of Netsuite. In addition to SuiteScript being difficult to use, you are also Locked into only using it for certain areas such as the Edit screen of Transactions. If you want to do anything custom outside of the Edit screen, say the order views or list views, you have to do some major work arounds and "code hacking".
  • The reporting system, though robust, is extremely confusing! It takes hours to build simple reports! I am able to open up a raw SQL database and build reports faster than I can on a supposedly "user friendly" report building GUI. Also if you want to do pivot and cross reporting you will have to pay to upgrade to a better reporting module....
  • Terrible Integration! Due to Netsuite being a Browser based program its ability to integrate with any program or devices outside of netsuite is horribly limited and always requires custom SuiteTalk programing code, or a 3rd party vendor program that "hack integrates" by screen scraping or simulation a browser to function. A great example of this is OzLink which does it best to provide Shipping integration with FedEx Manager and Scanning guns, but is extremely buggy due to Netsuite's poor ability to integrate with anything well.
  • *****An unexpected error has occurred***** - this is the most common error you will see in netsuite... For everything and anything.
  • Support is terrible we had the very expensive gold support for 3+ years. They are great and answering simple questions that any seasoned Netsuite Administrator could solve. But when something is broken say Google Checkout, your problem gets filed as a future upgrade and then either ignored or told years later that they are dropping that feature. In all of the years with Netsuite they have never fixed any broken feature for us.
  • Data Transfer. Getting data into netsuite is easy, for a price... Get data out of netsuite is near impossible, I Highly recommend you keep external backups of all your data incase you ever need it for any other systems.
  • Transactions cannot be locked or assigned to employees. Users can easily open the same orders other are working on.
  • Kits are horrible!!! If you do anything with kits you are at a major risk with netsuite as they over complicate everything. If you change a kit that is being processed it will break every transaction attached to it until it is updated. There is a mass update for this but it doesn't work consistently.
  • No per item shipping. Simply put if you want to discounts on a single item for shipping or give free shipping on certain items for only certain shipping methods its not possible.
  • Promotional Codes (Coupons) and Discounts are convoluted and require you to set them up in two separate locations if you want decent reporting. Also the promotional codes are not flexible when trying to target certain products or groups of products, or provide individually free shipping.
  • The system is very slow. Even on a commercial fiber connection Netsuite runs very slow, where as our previous stand alone system was nearly instant with processing orders. You will often be waiting for browser loading on anything and everything, especially during peak operating hours.
  • All external devices are difficult if not impossible to integrate such as POS and Product Scanners.
  • Their email system is prone to being blocked as spam.
  • You will run out of storage space and have to upgrade if you do a lot processing and customer volume.
  • Trying to get simple reports such as "how many Sales Order were shipping by who" has even taken me a Senior Developer days to figure out, even to the point where I would rather use my own Netsuite API that I build to pull the data out and build the report myself.
  • In order to get Netsuite to function the way you would like it will take years of customization, and sometime I wonder if the same efforts applied to something like free SugarCRM would have the same results but for a near fraction of the cost.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
  • There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
  • It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.
Jessica Gardner | TrustRadius Reviewer

Likelihood to Renew

NetSuite CRM+

NetSuite CRM+ 6.5
Based on 10 answers
Our company is looking for more advanced ecommerce and internet marketing features that are not currently present in NetSuite. We feel there are too many additional costs to NetSuite to make it "our own" and understand at the same time that no software is perfect out of the box. Not having complete control of our customer data worries us, and the slowness or "lag" in the shopping cart is effecting our checkout flow. For the investment, we would not recommend businesses of our size to migrate to NetSuite but rather build in house.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Usability

NetSuite CRM+

NetSuite CRM+ 8.0
Based on 1 answer
NetSuite CRM+ is overall very usable once you have had experience and training with the software.
Crystal Bruster | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Support Rating

NetSuite CRM+

NetSuite CRM+ 5.3
Based on 4 answers
For simple issues (that can be answered by reading the documentation) NetSuite support seems to have a good ability to resolve our issues. Unfortunately, anything beyond that ability requires escalation into the black hole of their Tier II / Tier III Support.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) 10.0
Based on 1 answer
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.
Jessica Gardner | TrustRadius Reviewer

Online Training

NetSuite CRM+

NetSuite CRM+ 6.7
Based on 2 answers
Netsuite has comprehensive features, allow full customization plus KPI performance matrix. Over the years we have logged more than 15000 cases.
Paul Yeh | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Implementation Rating

NetSuite CRM+

NetSuite CRM+ 5.9
Based on 9 answers
I feel if we had had NetSuite Services do our implementation, we would have used much more of the out-of-box functionality and had Best Practices instituted sooner. I would not recommend an outside services provider for the initial implementation.
Stephanie Locke | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Alternatives Considered

NetSuite CRM+

This year 2015 we will be looking for a new product like Magento. We are still exploring the idea also if we are going to be building our own system or have a consultant to work with us
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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.
Jessica Gardner | TrustRadius Reviewer

Return on Investment

NetSuite CRM+

  • Support can see what services is doing and vice versa. Finance can see both too.
  • Support can provide leads to sales when a power user leaves a current customer and joins the team at a lead.
  • We can see NPS and CSat near time on the account which has increased our ability to mitigate at-risk accounts and increase retention
Jeremy Stephens | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
  • Having two systems was a challenge for our agency and led to use changing to one combined system.
  • The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.
Jessica Gardner | TrustRadius Reviewer

Screenshots

NetSuite CRM+

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pricing Details

NetSuite CRM+

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

NetSuite CRM+
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Likelihood to Renew

NetSuite CRM+
6.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Usability

NetSuite CRM+
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

NetSuite CRM+
5.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

Online Training

NetSuite CRM+
6.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Implementation Rating

NetSuite CRM+
5.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Add comparison