17 Ratings
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Score 8 out of 100
1 Ratings
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Score 8 out of 100

Likelihood to Recommend

OnePageCRM

OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.
Anonymous | 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

OnePageCRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
OnePageCRM
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
OnePageCRM
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
OnePageCRM
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
OnePageCRM
6.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
OnePageCRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
OnePageCRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

OnePageCRM
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
OnePageCRM
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
OnePageCRM
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
OnePageCRM
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

OnePageCRM
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
OnePageCRM
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
OnePageCRM
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

OnePageCRM
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
OnePageCRM
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

OnePageCRM
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
OnePageCRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

OnePageCRM
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
OnePageCRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

OnePageCRM
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
OnePageCRM
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
OnePageCRM
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

OnePageCRM
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
OnePageCRM
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

OnePageCRM

  • It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful.
  • You can do mass actions-- like rescheduling a group of actions for another day.
  • "Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo
Bill Cummings | 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

OnePageCRM

  • The ability to interface with all or many VoIP services would be top of my priority list
  • Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
  • The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board
Nigel Heaton | 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

OnePageCRM

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

OnePageCRM

We use all these software for task management and email marketing. OnePage doesn't send out mass emails and we needed a more robust task management system, so we use SharpSpring and Asana as well.
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

OnePageCRM

  • OnePage has helped with time efficiency for the sales team. Because OnePage is so easy to use and manage, our sales team can spend more time selling and less time working with the system.
  • OnePage is great for organization. It helps us track our daily schedules/tasks and shows all communication clearly in one place.
Anonymous | 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

OnePageCRM

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

Pricing Details

OnePageCRM

General

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

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

OnePageCRM
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Support Rating

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

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