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Zoho CRM vs AgencyBloc Comparison
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Overview
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
20
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
75
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Saqib S.
Pros
Cons
Max P.
Dr Navneet G.
Cons
Key features
- Total features210
- AB Testing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Behavior Tracking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cataloging/Categorization
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Community Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Segmentation
- Customer Service Analytics
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Alerts
- Email Distribution
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- FAQ
- Feedback Management
- Field Sales Management
- For AEC Industry
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Life & Health
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile Alerts
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real Time Analytics
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Escalation
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Analytics
- Website Integration
- Website Visitor Tracking
- Widgets
- Wiki
- Workflow Management
- XML/RSS
- eCommerce Management
- Total features27
- AB Testing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Behavior Tracking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cataloging/Categorization
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Community Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Segmentation
- Customer Service Analytics
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Alerts
- Email Distribution
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- FAQ
- Feedback Management
- Field Sales Management
- For AEC Industry
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Life & Health
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile Alerts
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real Time Analytics
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Escalation
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Analytics
- Website Integration
- Website Visitor Tracking
- Widgets
- Wiki
- Workflow Management
- XML/RSS
- eCommerce Management
Integrations
- Total integrations505
- Constant Contact
- Gmail
- Google Analytics 360
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Meta for Business
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WordPress
- Xero
- Zapier
- Zendesk Suite
- Total integrations7
- Constant Contact
- Gmail
- Google Analytics 360
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Meta for Business
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WordPress
- Xero
- Zapier
- Zendesk Suite
Alternatives
Explore similar apps
User reviews that mention these apps
Anna T.
Review source
Share this review:
Just for commission tracking, I couldn't live without it
Commissions are incredibly easy! If I didn't use it for anything else it would be worth it!
Note tracking not advanced enough to use as sole CRM for the company
Jason M.
Insurance, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
Agencybloc has been great. Service is excellent and the customization is limitless.
CRM is very customizable and easy to use. Setup in no time at all
To use some of the advanced items (workflow emails, etc...) does require knowledge of coding or the need to hire a professional
Ken B.
Insurance, 1-10 employees
Used daily for 1-2 years
Review source
Share this review:
"AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent."
I like that it is robust yet allows us to be nimble regarding the level of detail we keep for our clients.
I suppose it would be made better if certain fields were located closer to certain others. It's really not that big a deal though.
Sophia G.
1-10 employees
Used other for 1-2 years
Review source
Share this review:
This CRM can be customized to almost any business model. Dashboard gives a great overview of current view. Offers marketing tools and automated contact with clients. Easy to upload your database into this CRM. Customer service is great at helping through this process. Offers commission reconciliation, lead management, automated workflow. Completely cloud based so it can be accessed from anywhere. Demo is available without having to purchase.
Could use more customizing when it comes to health policies that are enrolled ON Exchange. Certain information that is needed to manage ON Exchange policies can not be linked. Otherwise a great platform.
Wendi J.
Review source
Share this review:
WE have been using Agency Bloc as our CRM database for over three years. We are extremely satisfied with the database and the company. Their response time to questions or concerns is excellent and they keep updating the database to provide more options we didn't even know we wanted. I would highly recommend this database to any business that needs to use a CRM system.
No pros were added to this review
No cons were added to this review
Steve P.
Insurance, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability,...
Biggest pros are the ease of customization and searchability, and the simplicity of use on any device. The entire CRM is mobile friendly, so even on the go, the whole system is at your fingertips.
The only real con other than a relatively hefty learning curve (which is expected with this many features) is the lack of a built in rate engine - obviously not a huge deal with so many out there, and if nothing else, it's likely something planned in the future. Regardless, it's easy enough to write a cross-post into a quoting engine AND AgencyBloc without disrupting either one.
Keith B.
Insurance, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
Good Value and overall ease of use.
Using AgencyBLoc has helped improve our client base and data mining sources. A daily CRM tool to manage our existing client base with LEAD reminder to contact call. Overall very satisfied with 'LIVE CHAT' bar and ongoing support.
The reminder or "To DUE reminder" sometimes will not notify us of a potential upcoming clients birthday for marketing .....the notification system at times will not recognize certain potential future LEADS for our agency.....
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