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Automate sales & marketing follow up activities
Recommended
Tyler R.
Insurance, 1-10 employees
Used daily for 1-2 years
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Overall it's been pretty fantastic. [SENSITIVE CONTENT HIDDEN] is a great support specialist. It's easy for me to do what I need with my leads and customers. Update information, upload files, tag them, Etc.
I love the workflows feature. Having automated email built into an already robust lead system and CRM is a major perk. The ability to easily customize, categorize, and tag lead types so it's easy to find exactly what you're looking for is also really nice.
The only thing I might say that I don't like is that I can't activate, deactivate, or customize workflows myself. You have to call support to do that. But the robust functionality far outweighs this issue.
Thanks for the feedback Tyler! We are glad you are loving the workflow feature! Recently we pushed a software release so you are able to turn workflows on and off depending on if your account status (user or admin). Give us a call if you have any additional questions! :)
Suzanne S.
Insurance, 1-10 employees
Used daily for 2+ years
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Love the whole experience. We started with just one user and have grown our business. We have now expanded to 5 users. We are able to customize it per user based on their individual needs and focus within the company.
It's very easy to use. It its customizable to our needs. It organizes the day for our whole office. The support I receive from our account executive is amazing. He listens to what I would like the software to do and helps to make it happen. He is quick to response and truly " gets it".
I don't like that a couple of features that I want to add to my customization are not available yet. I would like to be able to simply hit the enter key when searching for a client.
Thanks for your review Suzanne! We really appreciate hearing feedback on our system and how it is helping you grow your business.
Mark C.
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this is my 2nd year using this ...I still can not figure out how it works and what it can do for me. I did load 3033 leads into it today with help from Julie. She seemed to know what she was doing but I did not see how its going to help me. I guess I need more time to figure this out.
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Teal M.
Insurance, 1-10 employees
Used daily for 2+ years
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Blitz has been a great help keeping all my client and agent information in one place. It is easy to run a report on whatever you need.
I like how easily you can enter new information into the system. It is also easy to update information and make any necessary changes. We can track status of both clients and agents with the use of this system.
The cons are that I do not even know how to use all the great features of the is tool. We are only using about 1/4 of the tools this system has to offer. So the only problem is that I have not put enough time into learning what Blitz has to offer.
Thank you for your review, Teal! We appreciate hearing the feedback. Hopefully, you will have some time to get into the other features Blitz has to offer. There are some really cool tools to save you time in the long run! :)
Kyle D.
Insurance, 1-10 employees
Used daily for 2+ years
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Sometimes I do not like that the blitz features do no work together with Allstate features, but I believe that is more the fault of Allstate.
I like how they continue to improve the software, as well as take feedback from the users. One of the customer rep is very helpful every time I speak with her, and she checks on us frequently. Great customer support for a great product.
No cons were added to this review
Thank you for the feedback Kyle! We really appreciate it and will share the great feedback with Diane!
Becky G.
Insurance, 1-10 employees
Used daily for 6-12 months
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We consider ourselves very luck to have been assigned an account rep like Julie. She has followed up with us and kept in touch even though we were not completely ready to get things going right away. Today, we finally have our first campaign going and she walked us through step by set and made things very easy to understand.
That it is going to help us build our business
This is not a "Con" for the software. I am the only one in the office with CRM experience. I spent almost 7 years using another product. I need to retrain my own mind to work off of the terms that your software uses.
Hello Becky, we are very glad that you like our software. Julie and the Blitz staff take pride in assisting our customers with the best service possible. If we can be of any assistance in the future, please reach out to us anytime. Thank you for being a Blitz customer!
Christopher N.
Insurance, self-employed
Used daily for less than 6 months
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It’s helped me with my cold calling campaigns and follow-up especially. When you’re building a relationship with scratch, ensuring follow-up is make or break.
This system allows me to easily track follow-up and where clients are in life cycles. Other CRMs make that process more complex than it needs to be. Blitz keeps it simple.
GUI could maybe be prettier but it’s really not that important.
Thank you for your review, Christopher! We appreciate you taking time out of your busy day to share some feedback.
Brittany M.
Insurance, 11-50 employees
Used daily for 1-2 years
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Helps me be better organized!
Ease of use and very accessible; you can use on your phone or computer! I like that I am notified of a sales lead via Email in real time!
I wish there was a option to text the prospect thru the website. Sometimes, text works better and that would be a really cool feature!
Thank you for your review! We appreciate it.
Brian A.
Insurance, 1-10 employees
Used daily for less than 6 months
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The experience has been very positive. The onboard training is excellent as is the followup. When we've had questions, we get answers quickly and customer service clearly wants to engage in the problem solving.
I really appreciate the filter options and the custom display options. We choose what the important items are and can sort very quickly. The milestone/status options are less important to us because we have a small operation. However, I can see this being very valuable with a larger organization.
I don't have any complaints. This is the first software program that I've used in this capacity because it was recommended to me. It's a very important part of what we do to manage our leads and potential customers.
Nick A.
Insurance, self-employed
Used daily for less than 6 months
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Great software for a great price. Way more efficient to use than pen and paper
Can't say I can complain about anything right now
Thank you for your review, Nick! We appreciate your feedback.
Lisa K.
Computer Software, 11-50 employees
Used daily for 2+ years
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I like that I can create different files and folder for each of my sales team members to better sort their prospects.
I don't like that I have to convert files into csv before I can upload even a basic spreadsheet.
Thanks for your review, Lisa! We really appreciate hearing the feedback and are happy you are enjoying the software.
Verified reviewer
Insurance, 11-50 employees
Used daily for 1-2 years
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Over experience has been very good. It is easy to use and easy to get the hang of.
I enjoy the ease of use of updating your leads. It easily displays dates and times of these things.
The auto dialer is not easy to set up and their is not any certain "folder" or "tank" you can look in to see your open and working leads.
Thank you for your response! We really appreciate hearing your feedback! Those development ideas will be taken into consideration as we continue to work to bring our users the best experience while in our software.
Kyle D.
Used daily for 2+ years
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How easy they make it to keep things moving! They continue to add features that make it easier to use.
I don't particularly care for the categories that you need to choose from to make a history record. Like "Attempted Contact". I feel that it can be misleading when revisiting lead lists and more options should be available.
Dominic C.
Insurance, 1-10 employees
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Easy to set up. The support was a HUGE help. I was lucky enough to have my executive walk me through everything, I never ONCE felt unsure or unclear on how I'm going to be able use this to benefit my office. I can see how flexible and applicable this software could be to ANY business because of it's capacity for customization. Best of all they offer this product for a very fair price, it shows there interest to keep your business "in the black".
The best part about this software is the use of the work flows. This automatically preforms an action sequentially after another action or change. This allows you to follow up with your clients with mechanical efficiency. If you set yourself up right you never have to miss a follow up or to remind a client.
There is no built in soft phone. Its not the worst set back but it could be convenient to have that.
Thank you for the review! We appreciate you taking the time our of your business day to leave us a review!
Christina S.
Insurance, 1-10 employees
Used daily for 1-2 years
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Efficiency
Keeps it simple and VERY organized. I can not imagine life without Blitz. My team absolutely loves.
Really nothing. I have been using the software for a bit more than one year and can not see anything I do not love.
Thank you for your review, Christina! We really appreciate the feedback from your agency.
Jason A.
Insurance, 1-10 employees
Used daily for 6-12 months
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Fantastic, the support staffs are true Professionals always available to address and effectively answer my questions or help me set up the system the way I want to
The ease of use, it took me alomost a year to figure out how to do the things I wanted with my old CRM. I was able to set up all the capabilities I wanted with Blitz in less than a week.
No cons so far, I have been using the system for 6 months
Thanks for the review Jason! We love to hear that feedback!
Bob C.
Financial Services, 1,001-5,000 employees
Used daily for 1-2 years
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Awesome, saves time on looking up information
Easy to understand, easy to use, works on my phone
Occasionally the screen loads are slow. Occasionally sign you out without saving work you have input.
Thanks for the great review Bob! We really appreciate hearing the feedback from our customers.
Joey L.
Insurance, 1-10 employees
Used daily for less than 6 months
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I'm a new Allstate agent and purchased Blitz through Blueprint. Nick contacted me as soon as I opened up, but I didn't follow through with all the training. This was an error on my part. I've been working with Nick this past week and regret not using this tool from day 1. I have called colleagues and suggested they start using Blitz to track all their leads.
I love the fact that it will send us reminders to make phone calls for leads and it sends follow up emails out for us. This is critical instead of relying on the human brain to remind us on every lead. There's just too many leads to do this.
I'm not sure if it's a con or just my lack of computer knowledge, but there's a lot to learn with this system. This may be my lack of knowledge with a system like this.
Bron H.
Insurance, 1-10 employees
Used daily for 1-2 years
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Needed to add a new user to my account today (Family Life Insurance Group). Julie Alley did an excellent job of walking me thru the process, but what really impressed me is that she called me back to help me set up the new user. Nice!
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Kathie M.
Used daily for 6-12 months
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great way to manage time and call backs
quick and easy scheduling makes this work for me. I like the option to set for a weekly call cycle
the reports are a little hard to read and take too long to update I might be missing a step in the process
Thank you for your review! We really appreciate your feedback.
Wanda D.
Insurance, 1-10 employees
Used other for 2+ years
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Ability to do many things to drive sales. Able to see as an administrator how active each of my LSP's are with the use of this system. Also enables me to distribute leads effectively, great tool for new LSP's to use.
Seems like there is constant changes, so if you are not a frequent user it is like having to start all over again.
Nick C.
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So far I have more pros than cons. Pros -easy to use -easy to upload leads -all in 1 system. Leads, Appts, Calls....Its all together. -I am just beginning to use work flows and its great. I don't have to remember who to call or when to send an email. Lets face it, were all busy and get sidetracked. Leads or potential sales slip through the cracks....not anymore!!! Cons- I would love...
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Alan L.
Insurance, 51-200 employees
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We just boarded but I can tell It has been a very pleasant experience, I have been working with [SENSITIVE CONTENT HIDDEN], very knowledgeable, each question was answered accurately and promptly, thank you for it.
The software is easy to use, from a client point of view you never feel lost, every time you need to do something is clear where you need to click.
Would be excellent if admins could create workflows.
Thanks for the review Alan! We appreciate the feedback and are glad to have you on the system
Jason J.
Fund-Raising, 1-10 employees
Used weekly for 1-2 years
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Great value for the money for a CRM.
Automated emails and editing/adding additional email templates for various products are a great feature.
Not able to tweak workflow at user level.
Thank you for the review, Jason! We really appreciate hearing your feedback.
Jessica S.
Insurance, 1-10 employees
Used daily for less than 6 months
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Overall, very good experience.
Ease of use. It is also a lot faster than other CRMs we have used.
The phone numbers are not scrubbed, this would be a nice feature to add in the future.
Thank you for the review, Jessica! We appreciate your feedback. Some of our partners allow you to scrub when making outbound calls. Just ask one of our account managers to help get that setup!