29 Ratings
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Score 8.5 out of 100
1 Ratings
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Score 8 out of 100

Likelihood to Recommend

Odoo

The software is really good for managing inputs and inventory as well as maintaining traceability. The "track picking moves" functionality lets you look into a specific lot or serial numbers and view all the product moves that occurred with that lot. However, some navigation is not intuitive. For example, if I click on an item in the BoM of an assembly, then click the back button to go back to the assembly, the site goes all the way back to the home screen. Some of these quirks mean that there is a learning curve for the software, but overall the tracking is very good.
Mitesh Bhalani | 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

Payroll Management

Odoo
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pay calculation
Odoo
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Benefit plan administration
Odoo
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Direct deposit files
Odoo
6.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Salary revision and increment management
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reimbursement management
Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
Odoo
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Plug-ins
Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
Odoo
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Reporting & Analytics

Odoo
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Dashboards
Odoo
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Standard reports
Odoo
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom reports
Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

General Ledger and Configurable Accounting

Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Accounts payable
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Accounts receivable
Odoo
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Global Financial Support
Odoo
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Primary and Secondary Ledgers
Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Intercompany Accounting
Odoo
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Localizations
Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Journals and Reconciliations
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Enterprise Accounting
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Configurable Accounting
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Centralized Rules Framework
Odoo
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Standardized Processes
Odoo
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Inventory Management

Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Inventory tracking
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Automatic reordering
Odoo
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Location management
Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Manufacturing module
Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Order Management

Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pricing
Odoo
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Order entry
Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Credit card processing
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Cost of goods sold
Odoo
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Order Orchestration
Odoo
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
End-to-end order visibility
Odoo
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Order exception Resolution
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Subledger and Financial Process

Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Automated Invoice Processing
Odoo
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Shared Services Payments
Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billings Management
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer Receipt Applications
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer Collections
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Revenue Recognition
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Cash Management
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Asset Management
Odoo
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Travel & Expense Management
Odoo
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Budgetary Control & Encumbrance Accounting
Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Period Close
Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Transactions Tax
Odoo
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Subledger Reconciliations
Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
3rd Party Accounting Systems
Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Project Financial Management

Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Budgeting and Forecasting
Odoo
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Costing
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Cost Capture
Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Capital Project Management
Odoo
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer Invoicing
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer Contract Compliance
Odoo
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Revenue Recognition
Odoo
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Financial Performance Analysis
Odoo
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Financials Dashboard
Odoo
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Real-time Financial Reporting
Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Embedded Business Intelligence
Odoo
6.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Planning Collaboration
Odoo
6.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Project Execution Management

Odoo
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Planning and Scheduling
Odoo
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Manager Dashboard
Odoo
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Resource Manager Dashboard
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task Insight for Project Managers
Odoo
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Manager Mobile Functionality
Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Team Member Task Collaboration
Odoo
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Team Member Mobile Functionality
Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Candidate Search
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Candidate Comparison and Analysis
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Defineable Resource Pools
Odoo
6.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Defineable Resource Pools
Odoo
6.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Talent Profiles
Odoo
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Real-Time Project Reporting
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Absence Management
Odoo
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Product Lifecycle Management
Odoo
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Grants Management

Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Award Lifecycle Management
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Spending Control
Odoo
6.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Indirect Cost Management
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing
Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Procurement

Odoo
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Sourcing Team Collaboration
Odoo
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Sourcing Analysis
Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Bids Analyzed and Compared
Odoo
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Catalog Shopping E-Commerce for Employees
Odoo
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract Authoring
Odoo
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract Compliance Management
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract History
Odoo
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract Renewal Automation
Odoo
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract Repository
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract Standardization and Enforcement
Odoo
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Electronic Signatures
Odoo
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Invoice Automated Matching
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Purchasing Risk and Compliance Management
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Requisitions-to-Purchase Orders Integrated
Odoo
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Spend Compliance Management
Odoo
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Supplier Assessment
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Supplier Communication and Collaboration
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Supplier Management
Odoo
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Supplier Portal
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Risk Management

Odoo
9.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Risk Repository
Odoo
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Control Management
Odoo
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Control Mapping
Odoo
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Control Efficiency Assessments
Odoo
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Automated Control Assessments
Odoo
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Assessment Capture
Odoo
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Issue Detection
Odoo
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Automatic Notification
Odoo
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Remediation and Certification
Odoo
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Logistics

Odoo
6.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Transportation Planning and Optimization
Odoo
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Transportation Sourcing Management
Odoo
6.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Transportation Process Integration
Odoo
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Transportation Execution Management
Odoo
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Freight Payment Automation
Odoo
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Trade Management
Odoo
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Trade Regulatory Compliance Management
Odoo
5.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customs Entry Management
Odoo
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customs Document Management
Odoo
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customs Document Collaboration
Odoo
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Fulfillment Management
Odoo
6.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Inventory Visibility
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Warehouse Workforce Management
Odoo
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Manufacturing

Odoo
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Production Process Design
Odoo
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Supply Chain Business Flows
Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Production Management
Odoo
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contracted Manufacturing Management
Odoo
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Configuration Management
Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Work Definition
Odoo
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Work Execution
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Advanced Fulfillment
Odoo
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Manufacturing Costs
Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Supply Chain

Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Inventory Planning
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Multi-tier Supply Chain Planning
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Performance Monitoring
Odoo
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Product Lifecycle Management

Odoo
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Ideation Management
Odoo
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Requirements Management
Odoo
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Proposal Management
Odoo
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Innovation Portfolio Management
Odoo
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Product Master Data Management
Odoo
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Vendor Portal
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Project Portfolio Management
Odoo
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

Odoo

  • Keeping a detailed record of all staff.
  • The application can be extended with modules.
  • Simple and intuitive.
  • Simple implementation
  • Relatively inexpensive.
Marouane Tohme | 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

Odoo

  • Community version is sometimes hard to maintain, needs some on-premise knowledge (IT) or having business with an Odoo partner that is sometimes expensive and unreliable.
  • Enterprise version is as expensive as other ERP in the market.
  • Reporting is horrible, not a lot of possibility to integrate seamlessly with a third party BI platform.
David MacDonald | 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

Support Rating

Odoo

No score
No answers yet
No answers on this topic

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

Alternatives Considered

Odoo

While comparing Direkto with the Odoo, I'd say, only consideration of the UI is enough to see the vital advantage of the latter. Moreover, the specific functions are way [more] easily searchable through the Odoo than in Direkto.
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

Odoo

  • Easy tracking of customers from prospects to sales.
  • Easy repeat orders customer follow-ups. All historical transactions and communications in one place.
Franz Josef Bautista | 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

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

Pricing Details

Odoo

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$20*

* per app/ per user/ per month

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

Odoo
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Support Rating

Odoo
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

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