23 Ratings
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Score 8.4 out of 100
2 Ratings
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Score 5 out of 100

Feature Set Ratings

    Sales Force Automation

    8.0

    Salesflare

    80%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 9/9 features

    Customer data management / contact management

    8.5
    85%
    11 Ratings
    N/A
    0 Ratings

    Workflow management

    8.2
    82%
    11 Ratings
    N/A
    0 Ratings

    Territory management

    5.1
    51%
    2 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.1
    81%
    11 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.1
    91%
    11 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Quote & order management

    6.1
    61%
    2 Ratings
    N/A
    0 Ratings

    Interaction tracking

    8.6
    86%
    11 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.2
    82%
    7 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.3

    Salesflare

    83%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 3/3 features

    Case management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Call center management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Help desk management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    8.2

    Salesflare

    82%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 2/2 features

    Lead management

    8.2
    82%
    10 Ratings
    N/A
    0 Ratings

    Email marketing

    8.2
    82%
    9 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.0

    Salesflare

    80%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 3/3 features

    Task management

    8.0
    80%
    11 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Reporting

    8.0
    80%
    11 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.0

    Salesflare

    80%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 3/3 features

    Forecasting

    7.6
    76%
    9 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    8.9
    89%
    11 Ratings
    N/A
    0 Ratings

    Customizable reports

    7.6
    76%
    10 Ratings
    N/A
    0 Ratings

    Customization

    8.8

    Salesflare

    88%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 3/3 features

    Custom fields

    8.3
    83%
    10 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    API for custom integration

    8.2
    82%
    10 Ratings
    N/A
    0 Ratings

    Security

    8.2

    Salesflare

    82%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 2/2 features

    Single sign-on capability

    8.4
    84%
    7 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.0
    80%
    10 Ratings
    N/A
    0 Ratings

    Social CRM

    8.4

    Salesflare

    84%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 2/2 features

    Social data

    8.5
    85%
    8 Ratings
    N/A
    0 Ratings

    Social engagement

    8.3
    83%
    8 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.7

    Salesflare

    87%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 2/2 features

    Marketing automation

    8.4
    84%
    8 Ratings
    N/A
    0 Ratings

    Compensation management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Platform

    8.7

    Salesflare

    87%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesflare ranks higher in 1/1 features

    Mobile access

    8.7
    87%
    11 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Salesflare is rated higher in 1 area: Likelihood to Recommend
    • Zywave Sales Cloud - Agency Management is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    9.0

    Salesflare

    90%
    11 Ratings
    5.0

    Zywave Sales Cloud - Agency Management

    50%
    2 Ratings

    Usability

    8.9

    Salesflare

    89%
    9 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Support Rating

    9.1

    Salesflare

    91%
    9 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    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.
    Read full review

    Zywave

    prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
    Read full review

    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.
    Read full review

    Zywave

    • 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.
    Read full review

    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
    Read full review

    Zywave

    • Training for new employees and follow up for all employees.
    • Importing into agency management system is several steps.
    • Not all information on prospects is given, although most have adequate information.
    Read full review

    Pricing Details

    Salesflare

    Starting Price

    $29 per user per month

    Editions & Modules

    Salesflare editions and modules pricing
    EditionModules
    Growth291
    Pro492
    Enterprise993

    Footnotes

    1. per user per month
    2. per user per month
    3. per user per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Zywave Sales Cloud - Agency Management

    Starting Price

    Editions & Modules

    Zywave Sales Cloud - Agency Management editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Usability

      Salesflare

      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.
      Read full review

      Zywave

      No answers on this topic

      Support Rating

      Salesflare

      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!
      Read full review

      Zywave

      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.
      Read full review

      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.
      Read full review

      Zywave

      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.
      Read full review

      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.
      Read full review

      Zywave

      • Sales team reluctant to use.
      • Initial training was fine but could use some follow-ups.
      • ROI has not been measurable.
      Read full review

      Screenshots

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