229 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.4 out of 100
1 Rating
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8 out of 100

Likelihood to Recommend

Sugar Sell (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.
Anonymous | 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

Sugar Sell (SugarCRM)
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
Sugar Sell (SugarCRM)
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
Sugar Sell (SugarCRM)
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
Sugar Sell (SugarCRM)
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
Sugar Sell (SugarCRM)
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
Sugar Sell (SugarCRM)
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
Sugar Sell (SugarCRM)
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
Sugar Sell (SugarCRM)
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

Sugar Sell (SugarCRM)
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
Sugar Sell (SugarCRM)
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
Sugar Sell (SugarCRM)
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

Sugar Sell (SugarCRM)
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
Sugar Sell (SugarCRM)
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

Sugar Sell (SugarCRM)
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
Sugar Sell (SugarCRM)
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

Sugar Sell (SugarCRM)
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
Sugar Sell (SugarCRM)
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

Sugar Sell (SugarCRM)
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
Sugar Sell (SugarCRM)
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
Sugar Sell (SugarCRM)
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

Sugar Sell (SugarCRM)
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
Sugar Sell (SugarCRM)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
Sugar Sell (SugarCRM)
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

Sugar Sell (SugarCRM)
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
Sugar Sell (SugarCRM)
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
Sugar Sell (SugarCRM)
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

Sugar Sell (SugarCRM)
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
Sugar Sell (SugarCRM)
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

Sugar Sell (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.
Anonymous | 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

Sugar Sell (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.
Anonymous | 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

Likelihood to Renew

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.2
Based on 26 answers
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.
Andrew Dunifer, MBA/MS MIS | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Usability

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.7
Based on 10 answers
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.
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Reliability and Availability

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 2 answers
SugarCRM has never been down for us.
Peter Fletcher | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Performance

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 2 answers
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Support Rating

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.2
Based on 18 answers
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.
Himanshu Shah | 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

In-Person Training

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
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.
Peter Fletcher | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Online Training

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Implementation Rating

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 9 answers
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.
Marc Prince | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Alternatives Considered

Sugar Sell (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.
Sid Haas | 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

Scalability

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Return on Investment

Sugar Sell (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.
Jennifer Stewart | 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

Sugar Sell (SugarCRM)

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

Pricing Details

Sugar Sell (SugarCRM)

General

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

Sugar Sell (SugarCRM) Editions & Modules

Edition
Sugar Sell$80.001
Sugar Professional$52.001
Sugar Enterprise$85.001
  1. Per User/Per Month (billed annually)
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

Sugar Sell (SugarCRM)
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Likelihood to Renew

Sugar Sell (SugarCRM)
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Usability

Sugar Sell (SugarCRM)
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Reliability and Availability

Sugar Sell (SugarCRM)
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Performance

Sugar Sell (SugarCRM)
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

Sugar Sell (SugarCRM)
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

In-Person Training

Sugar Sell (SugarCRM)
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Online Training

Sugar Sell (SugarCRM)
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Implementation Rating

Sugar Sell (SugarCRM)
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Scalability

Sugar Sell (SugarCRM)
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Add comparison