238 Ratings
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Score 7.5 out of 100
2 Ratings
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Score 5 out of 100

Feature Set Ratings

    Sales Force Automation

    8.4

    Sugar Sell (SugarCRM)

    84%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 9/9 features

    Customer data management / contact management

    8.7
    87%
    32 Ratings
    N/A
    0 Ratings

    Workflow management

    8.4
    84%
    28 Ratings
    N/A
    0 Ratings

    Territory management

    8.5
    85%
    26 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.6
    86%
    26 Ratings
    N/A
    0 Ratings

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

    8.8
    88%
    29 Ratings
    N/A
    0 Ratings

    Contract management

    8.6
    86%
    26 Ratings
    N/A
    0 Ratings

    Quote & order management

    7.7
    77%
    24 Ratings
    N/A
    0 Ratings

    Interaction tracking

    7.6
    76%
    30 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.4
    84%
    25 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.7

    Sugar Sell (SugarCRM)

    87%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 3/3 features

    Case management

    9.0
    90%
    24 Ratings
    N/A
    0 Ratings

    Call center management

    8.6
    86%
    19 Ratings
    N/A
    0 Ratings

    Help desk management

    8.7
    87%
    17 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.4

    Sugar Sell (SugarCRM)

    84%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 2/2 features

    Lead management

    8.8
    88%
    22 Ratings
    N/A
    0 Ratings

    Email marketing

    7.9
    79%
    23 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.7

    Sugar Sell (SugarCRM)

    87%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 3/3 features

    Task management

    9.0
    90%
    26 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.5
    85%
    18 Ratings
    N/A
    0 Ratings

    Reporting

    8.6
    86%
    24 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.7

    Sugar Sell (SugarCRM)

    87%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 3/3 features

    Forecasting

    8.6
    86%
    24 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    8.9
    89%
    25 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.6
    86%
    27 Ratings
    N/A
    0 Ratings

    Customization

    8.5

    Sugar Sell (SugarCRM)

    85%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 4/4 features

    Custom fields

    8.7
    87%
    29 Ratings
    N/A
    0 Ratings

    Custom objects

    9.0
    90%
    26 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.6
    86%
    19 Ratings
    N/A
    0 Ratings

    API for custom integration

    7.9
    79%
    25 Ratings
    N/A
    0 Ratings

    Security

    8.5

    Sugar Sell (SugarCRM)

    85%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 2/2 features

    Single sign-on capability

    8.8
    88%
    21 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.1
    81%
    26 Ratings
    N/A
    0 Ratings

    Social CRM

    8.3

    Sugar Sell (SugarCRM)

    83%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 2/2 features

    Social data

    8.6
    86%
    19 Ratings
    N/A
    0 Ratings

    Social engagement

    8.0
    80%
    16 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.4

    Sugar Sell (SugarCRM)

    84%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 2/2 features

    Marketing automation

    8.6
    86%
    19 Ratings
    N/A
    0 Ratings

    Compensation management

    8.3
    83%
    13 Ratings
    N/A
    0 Ratings

    Platform

    8.1

    Sugar Sell (SugarCRM)

    81%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Sugar Sell (SugarCRM) ranks higher in 1/1 features

    Mobile access

    8.1
    81%
    20 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Sugar Sell (SugarCRM) 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

    7.9

    Sugar Sell (SugarCRM)

    79%
    57 Ratings
    5.0

    Zywave Sales Cloud - Agency Management

    50%
    2 Ratings

    Likelihood to Renew

    8.2

    Sugar Sell (SugarCRM)

    82%
    26 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Usability

    8.5

    Sugar Sell (SugarCRM)

    85%
    10 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Availability

    10.0

    Sugar Sell (SugarCRM)

    100%
    2 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Performance

    10.0

    Sugar Sell (SugarCRM)

    100%
    2 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Support Rating

    9.1

    Sugar Sell (SugarCRM)

    91%
    18 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    In-Person Training

    9.0

    Sugar Sell (SugarCRM)

    90%
    1 Rating

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Online Training

    8.0

    Sugar Sell (SugarCRM)

    80%
    1 Rating

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Implementation Rating

    9.0

    Sugar Sell (SugarCRM)

    90%
    9 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Configurability

    10.0

    Sugar Sell (SugarCRM)

    100%
    1 Rating

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Ease of integration

    10.0

    Sugar Sell (SugarCRM)

    100%
    2 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Product Scalability

    9.0

    Sugar Sell (SugarCRM)

    90%
    1 Rating

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Vendor post-sale

    9.0

    Sugar Sell (SugarCRM)

    90%
    1 Rating

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Vendor pre-sale

    9.0

    Sugar Sell (SugarCRM)

    90%
    1 Rating

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Likelihood to Recommend

    SugarCRM

    If your organization has needs or requirements that it seems cannot be met by the industry leaders in CRM, I would urge you to talk to Sugar Sell (SugarCRM). They bent over backwards to work with different groups of people within our company to prove to them how committed they were to making the product work for us. It seamlessly integrates with our email and other applications we use frequently. And they helped us configure detailed reporting for our very complex sales territories and organizational structure. If you are looking for a very basic CRM tool that doesn't require much configuration, Sugar will still work for you, but you certainly have other options.
    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

    SugarCRM

    • Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
    • Exporting granular reports into excel for in depth analysis and actionable measures.
    • Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.
    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

    SugarCRM

    • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
    • General layout could be improved by the addition of modern templates to customize the standard look and feel
    • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
    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

    Sugar Sell (SugarCRM)

    Starting Price

    $52 per month

    Editions & Modules

    Sugar Sell (SugarCRM) editions and modules pricing
    EditionModules
    Sugar Sell$80.001
    Sugar Professional$52.002
    Sugar Enterprise$85.003

    Footnotes

    1. Per User/Per Month (billed annually)
    2. Per User/Per Month (billed annually)
    3. Per User/Per Month (billed annually)

    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

      Likelihood to Renew

      SugarCRM

      Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
      Read full review

      Zywave

      No answers on this topic

      Usability

      SugarCRM

      There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
      Read full review

      Zywave

      No answers on this topic

      Reliability and Availability

      SugarCRM

      SugarCRM has never been down for us.
      Read full review

      Zywave

      No answers on this topic

      Performance

      SugarCRM

      No response time issues ever. Very productive due to its ease of use.
      Read full review

      Zywave

      No answers on this topic

      Support Rating

      SugarCRM

      Sugar Sell's support team is great, they helped us during the implementation process when we were new to the Sugar Sell CRM. They explained to us the essential feature sets that we can explore and implement tailored to our use case, requirements, and expectation of the platform. They are also super responsive and are available on multiple channels like call, mobile support, chat apart from email which makes them very much reachable in case of any mission-critical issue.
      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

      In-Person Training

      SugarCRM

      We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
      Read full review

      Zywave

      No answers on this topic

      Online Training

      SugarCRM

      Only part of an implemementation as noted previously.
      Read full review

      Zywave

      No answers on this topic

      Implementation Rating

      SugarCRM

      Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
      Read full review

      Zywave

      No answers on this topic

      Alternatives Considered

      SugarCRM

      GoldMine was an archaic platform. Adding custom fields was difficult. Reporting was horrible. Sugar CRM blows it out of the water. It's also easier to use and navigate. Having all of the data available from any browser is also a tremendous advantage compared to our private installation of GoldMine which required their software and a VPN connection.
      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

      SugarCRM

      Works from 2-300 Users in our experience.
      Read full review

      Zywave

      No answers on this topic

      Return on Investment

      SugarCRM

      • Just one of our customized modules allowed us to automate multiple processes and saves us on average 500 man hours a year.
      • It allows each user to have a 360-degree view point of our databases at any given point.
      • Incorporating some of our onsite operational pieces within SugarCRM has given us the opportunity to reduce the number of places information is stored to one.
      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

      Add comparison