6 Ratings
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Score 8 out of 100
2 Ratings
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Score 5 out of 100

Attribute Ratings

  • Sellsy 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

7.0

Sellsy

70%
4 Ratings
5.0

Zywave Sales Cloud - Agency Management

50%
2 Ratings

Likelihood to Renew

9.0

Sellsy

90%
1 Rating

Zywave Sales Cloud - Agency Management

N/A
0 Ratings

Usability

7.2

Sellsy

72%
3 Ratings

Zywave Sales Cloud - Agency Management

N/A
0 Ratings

Availability

9.0

Sellsy

90%
2 Ratings

Zywave Sales Cloud - Agency Management

N/A
0 Ratings

Performance

6.0

Sellsy

60%
2 Ratings

Zywave Sales Cloud - Agency Management

N/A
0 Ratings

Support Rating

6.0

Sellsy

60%
2 Ratings
10.0

Zywave Sales Cloud - Agency Management

100%
1 Rating

Implementation Rating

7.0

Sellsy

70%
2 Ratings

Zywave Sales Cloud - Agency Management

N/A
0 Ratings

Product Scalability

10.0

Sellsy

100%
1 Rating

Zywave Sales Cloud - Agency Management

N/A
0 Ratings

Likelihood to Recommend

Sellsy

We like sellsy. Its not perfect and as other users have pointed out, there is and always will be, room for improvement.

If you require deep integration with Google apps and Microsoft Office 365, then Sellsy may not be for you. Sellsy just about manages to work with google in so far that it can sync contacts, calendar, sales docs and incoming email with google. There is currently no way to make sent email appear in the sent items section of sellsy unless you compose the email within the sellsy app. The O365 integration is not nearly as powerful as sellsy does not sync sellsy contacts or calendar with microsoft (in its current form).

I believe that one of the primary functions of any business management app should be the capability to centrally manage all of a company's business clients, contacts etc. and sync this data to all employee accounts with the 2 biggest players for business email (Microsoft and Google) as a minimum. This data should never be an island stored only on 1 application. The Discovery that sellsy does not currently sync contacts and calendars with O365 was a disappointment. If Sellsy started supporting exchange sync for Microsoft Office 365 we would immediately dump google and switch over. In fact Sellsy is the only reason we continue to use Gapps as we need our contacts and calendars synced to our mobile devices.

We have built up a list of small little things that do not work as expected since we started using sellsy and continually pass them on to the development team. Many are small trivial things from an engineering perspective but are still annoying nonetheless, especially to users who wish to get the job done. Employees are easily frustrated if they have to fight with software to do certain tasks. Annoyances in the user experience (no matter how small) can lead to lost productivity which in turn costs money in the business world. However based on our experience with Sellsy support we believe that they do listen carefully to their customers concerns and are on the path to deliver a quality experience to their customers through the process of frequent updates to the software. You can easily establish how good a SAAS provider is by measuring their ability to fix problems soon after they are initially reported.

In simple terms Sellsy is an incredibly feature rich application and is way ahead of the competition. It represents good value for money and is backed up by free support.
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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.
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Pros

Sellsy

  • Appealing Design
  • Easy to prepare invoices and send them
  • Good tracking system
  • Friendly support staff
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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.
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Cons

Sellsy

  • Training. The only real issue I have with Sellsy is that its got so many features its hard to understand them all. I looked for training videos and they are all in French. Thats a big problem for a guy who grew up in NJ.
  • I would embed training videos directly into the software. This way as you add services, you get a full tutorial immediately.
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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.
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Pricing Details

Sellsy

Starting Price

$30.9 per month

Editions & Modules

Sellsy editions and modules pricing
EditionModules
Sellsy$44.901
Staff member access$10.002
CRM pipelines license$10.003
Purchases and margins; Expenses; Subscriptions management; Helpdesk management$15.004
Project management; Marketing; Inventory management$20.005

Footnotes

  1. Administrator access
  2. Per User per Month
  3. Per User per Month
  4. Per Month [Unlimited Users]
  5. Per Month [Unlimited Users]

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Sellsy subscription: prices that fit your needs - Choose the features you need. Pay only for what you need.

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

    Likelihood to Renew

    Sellsy

    Sellsy ticks the most boxes for us. While it could still do a lot of things better there is no other single app that offers the same spectrum of features at a comparable price for SMEs.
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    Zywave

    No answers on this topic

    Usability

    Sellsy

    There is room for improvement.
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    Zywave

    No answers on this topic

    Reliability and Availability

    Sellsy

    We have not yet experienced any down time with sellsy.
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    Zywave

    No answers on this topic

    Performance

    Sellsy

    Sellsy is slow to load pages for us. Sometimes waiting a few seconds. This could be due to our geographical location.
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    Zywave

    No answers on this topic

    Support Rating

    Sellsy

    Based on our experience. We have submitted a large amount of tickets and they have proven the Sellsy development team have the ability to respond fast and implement changes reasonably quickly. (Updated July 2015)
    It took sellsy a number of weeks to solve an issue with the billable hours section of their application. This delayed us from being able to invoice our client for completed works. Lots of small things like email tracking timestamps have never been fixed even though we highlighted this issue months ago. Though small it is growing more and more frustrating to be reminded every time we try to see what time a client read or opened an email from us.
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    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.
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    Implementation Rating

    Sellsy

    If you are importing data from a CSV, Sellsy recommends you use OpenOffice. OpenOffice is an absolute disaster on Windows 8 and crashes every few mins. While no fault of Sellsy they should not recommend software which makes an already challenging task even more difficult. A small gripe in hindsight but during the process was deeply frustrating. For any users looking to format your CSV Google, try importing CSV data into Excel and your life will be much more easy.
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    Zywave

    No answers on this topic

    Alternatives Considered

    Sellsy

    For me it is close to what Salesforce did. I do not use all the options they both offer so I mostly judge on the customer / contact tool.
    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.
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    Scalability

    Sellsy

    The license model once you understand it is very flexible allowing you to select from the modules within sellsy. This gives small companies control of the cost facilitating them with the option to only pay for the features they use.
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    Zywave

    No answers on this topic

    Return on Investment

    Sellsy

    • It helped us look and operate professionally even though we had started out of our homes. That's huge.
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    Zywave

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

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