Features
Integrations
Multiple advanced Integrations.
High-level Integrations with limited data fields.
Easy to Use
User-friendly interface designed for quick navigation and minimal learning curve.
Simple and clean interface that emphasizes ease of use.
Customization
Highly customizable dashboards, workflows, and reports to fit specific agency needs.
Limited workflow and automation options with minimal customization and editing capabilities.
Pricing
Provides a focused set of tools for sales, service, and marketing at a much more affordable price point, ensuring you get the maximum value for your investment.
Three plans, more features in higher-priced plans.
Support
Provides 24/7 customer support via phone, email, and live chat, along with one-on-one training during onboarding.
Provides robust customer support via email, phone, and live chat during business hours, with one-on-one training exclusively available on the highest-tier plan.
Automation
Features like automated email campaigns, workflow triggers, and task assignments.
Automation focused on sales processes and customer follow-ups. Limited options in workflows and automation, lacking the ability to customize and edit them as needed.
Mobile App
Offers a comprehensive mobile app with full access to most features.
Offers a mobile app that covers essential features like task management and customer communication.
Lead Management
Advanced lead management features including lead scoring, automated lead assignment, and nurturing leads.
Strong focus on lead management with features like, new lead pipeline, automated lead distribution, follow-up reminders, and tracking.
Policy Management
Comprehensive policy management features with automated renewal reminders, policy tracking, and updates.
Effective policy management tools including automated reminders and policy tracking.
AMS Integration
Integrates with a wide range of AMS platforms and other third-party tools.
Simplifies integration with major AMS platforms like HawkSoft, NowCerts, and others.
SMS Integration
SMS texting built-in feature within the CRM.
Agency Zoom offers SMS texting through a third-party integration.
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