We like AgencyBloc and it is good
Updated June 15, 2022

We like AgencyBloc and it is good

steven mikutel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with AgencyBloc

It is a great way to keep track of sales and other CRM work. It is a great CRM and sales record tool. Very cost-effective and easy to use.
  • CRM
  • Customer Service
  • data repository
  • More on line webinars.
  • The training is good but would like more application based rather than general.
  • Would like training to be more tools based rather than general training.
  • Sales.
  • Customer Service.
  • Decent ROI and efficient work flow.
  • Low cost of entry and quick to roll out.
  • Effective and efficient.
  • Five9
It is a good efficiently priced solution we like the cloud-based aspect of the software and is a relatively good value.

Do you think AgencyBloc delivers good value for the price?


Are you happy with AgencyBloc's feature set?


Did AgencyBloc live up to sales and marketing promises?


Did implementation of AgencyBloc go as expected?


Would you buy AgencyBloc again?


Five9, Slack, Attribution in Google Analytics (Adometry)
It is a great CRM and we like to use it. It works well and is a relatively cost-effective cloud measure.

Using AgencyBloc

200 - We work in the insurance field.
150 - Sales admin and customer serivce.
  • CRM
  • Customer Service
  • casemanagement
  • Connectivity.
  • Automated reports.

Evaluating AgencyBloc and Competitors

  • Price
  • Product Features
It does what we need it to do

AgencyBloc Implementation

Not bad for a roll out.
Change management was a big part of the implementation and was well-handled - it was a large team effort

AgencyBloc Support

great support
Quick Resolution
Knowledgeable team
Kept well informed
Immediate help available
Support cares about my success
Poor followup
Problems left unsolved
Escalation required
Need to explain problems multiple times
Slow Initial Response
No did not think we would need it
Yes they provided links to training and other useful items

Using AgencyBloc

it is generally easy to use and quiet effective.
Like to use
Easy to use
Well integrated
Quick to learn
Feel confident using
Unnecessarily complex
Requires technical support
Lots to learn
  • running reports
  • analysis
  • commisions
  • some data is hard to find