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21 Ratings

Salesflare

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21 Ratings
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Score 9.4 out of 100
1 Rating
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Score 8 out of 100

Likelihood to Recommend

Salesflare

In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.
Aononna Tazin | 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

Salesflare
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
Salesflare
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
Salesflare
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
Salesflare
5.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
Salesflare
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
Salesflare
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
Salesflare
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
Salesflare
6.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
Salesflare
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
Salesflare
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

Salesflare
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
Salesflare
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
Salesflare
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
Salesflare
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

Salesflare
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
Salesflare
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
Salesflare
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

Salesflare
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
Salesflare
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
Salesflare
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
Salesflare
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

Salesflare
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
Salesflare
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
Salesflare
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
Salesflare
7.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

Salesflare
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
Salesflare
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
Salesflare
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
Salesflare
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

Salesflare
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
Salesflare
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
Salesflare
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

Salesflare
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
Salesflare
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
Salesflare
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

Salesflare
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
Salesflare
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
Salesflare
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

Salesflare
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
Salesflare
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

Salesflare

  • Zero learning curve, one-minute setup and dead easy to integrate with complementary tools.
  • Powerful data automation features so everything you do has maximum bottom-line impact.
  • Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you.
Gilles De Clerck | 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

Salesflare

  • It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams
  • Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare
  • Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery
Gary Shouldis | 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

Usability

Salesflare

Salesflare 8.9
Based on 9 answers
The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.
Tomer Aharon | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Support Rating

Salesflare

Salesflare 9.1
Based on 9 answers
Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends)But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!
Sampath S | 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

Alternatives Considered

Salesflare

Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have. Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.
Kevin Miller | 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

Salesflare

  • So far, as optimistic as I am about using the CRM, I've seen a short and speedy return on my investment.
  • Our sales process will quickly become more focused and effective. It's part of our operations and saves us time, but we've never tracked the financial impact.
Aononna Tazin | 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

Salesflare

General

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

Salesflare Editions & Modules

Edition
Growth$291
Pro$491
Enterprise$991
  1. per user per month
Additional Pricing Details

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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesflare
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Usability

Salesflare
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

Salesflare
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

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