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Zoho CRM vs AgencyBloc AMS+ Comparison (2026)
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Good recommendations?
Zoho CRM
4.3
(7K)5
3.5K
4
2.3K
3
781
2
172
1
84
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AgencyBloc AMS+
4.7
(129)5
102
4
24
3
1
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.
- 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
User reviews
4.3
7K
5
4
3
2
1
3.5K
2.3K
781
172
84
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.7
129
5
4
3
2
1
102
24
1
0
2
- Value for money
- Ease of use
- Features
- Customer support
91%
would recommend this appPros
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS
Radha S.
Legal Assistant
“It allowed me to tailor workflows, fields, and modules to match specific business processes rather than forcing us to adapt to the software.”
RS
Radha S.
Legal Assistant
Pros
“The most important feature that i enjoy from Agency bloc is the workflow feature that helps me to never miss a sales opportunity from my Medicare prospect list for people turning age 65.”
TB
Tom B.
President
“It is inexpensive and has some texting and email functionality. ”
MG
Michael G.
President
“Random info comes over with no rhyme or reason. ”
MG
Michael G.
President
Cons
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
“Heavy customization or integration with other Zoho/third party applications can be difficult and time consuming to implement , making complex workflows difficult to recreate for initial config.”
Ben W.
Project Analyst
Cons
“Teams knowledge was subpar. ”
MG
Michael G.
President
“Lead conversion does not appear to leave a reportable record so far to be able to track conversion KPIs.”
BH
Brandon H.
Director of Client Relations
“I don't really like the feature where we have a husband and wife both have separate policies and accounts, so I don't want to merge the contact, so I wish I could dismiss that comment on the page and it not ask me that again. ”
AM
Aimee M.
Administrative Assistant
- Vendor responds to reviews
- Last review3 days ago
- Vendor responds to reviews
- Last review7 months ago
Key features
- Total features180
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- 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
- Generative AI
- Goal Management
- Goal Setting/Tracking
- 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 Scoring
- Lead Segmentation
- Life & Health
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- 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
- 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
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- 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
- Workflow Automation
- eCommerce Management
- Total features30
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- 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
- Generative AI
- Goal Management
- Goal Setting/Tracking
- 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 Scoring
- Lead Segmentation
- Life & Health
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- 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
- 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
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- 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
- Workflow Automation
- eCommerce Management
Integrations
- Total integrations67
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- ClientCircle
- Docusign
- Dropbox
- Ease
- Employee Navigator
- Eventbrite
- Five9
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Intulse
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- Total integrations7
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- ClientCircle
- Docusign
- Dropbox
- Ease
- Employee Navigator
- Eventbrite
- Five9
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Intulse
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
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