Sellsy vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Sellsy
Score 8.0 out of 10
Small Businesses (1-50 employees)
Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.
$30.90
per month
Zywave Sales Cloud - Agency Management
Score 9.1 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
SellsyZywave Sales Cloud - Agency Management
Editions & Modules
Staff member access
$10.00
Per User per Month
CRM pipelines license
$10.00
Per User per Month
Purchases and margins; Expenses; Subscriptions management; Helpdesk management
$15.00
Per Month [Unlimited Users]
Project management; Marketing; Inventory management
$20.00
Per Month [Unlimited Users]
Sellsy
$44.90
Administrator access
No answers on this topic
Offerings
Pricing Offerings
SellsyZywave Sales Cloud - Agency Management
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsSellsy subscription: prices that fit your needs - Choose the features you need. Pay only for what you need.
More Pricing Information
Community Pulse
SellsyZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Best Alternatives
SellsyZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Enterprises
Clari
Clari
Score 8.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
SellsyZywave Sales Cloud - Agency Management
Likelihood to Recommend
7.0
(4 ratings)
5.0
(2 ratings)
Likelihood to Renew
9.0
(1 ratings)
-
(0 ratings)
Usability
7.2
(3 ratings)
-
(0 ratings)
Availability
9.0
(1 ratings)
-
(0 ratings)
Performance
6.0
(1 ratings)
-
(0 ratings)
Support Rating
6.0
(1 ratings)
10.0
(1 ratings)
Implementation Rating
7.0
(1 ratings)
-
(0 ratings)
Product Scalability
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
SellsyZywave Sales Cloud - Agency Management
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.
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
Sellsy
  • Appealing Design
  • Easy to prepare invoices and send them
  • Good tracking system
  • Friendly support staff
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
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.
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
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.
Read full review
Zywave
No answers on this topic
Usability
Sellsy
There is room for improvement.
Read full review
Zywave
No answers on this topic
Reliability and Availability
Sellsy
We have not yet experienced any down time with sellsy.
Read full review
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.
Read full review
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.
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
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.
Read full review
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.
Read full review
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.
Read full review
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.
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

Sellsy Screenshots

Screenshot of DashboardScreenshot of CRM PipelineScreenshot of Project ManagementScreenshot of InvoiceScreenshot of Connected POS

Zywave Sales Cloud - Agency Management Screenshots

Screenshot of