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AgentCubed

Lead management and CRM solution for insurance businesses

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AgentCubed Alternatives

How do AgentCubed alternatives compare?

Bitrix24 and Velocity stand out as its top competitors based on similarity, popularity and user reviews. When comparing AgentCubed to its top 100 alternatives, Salesforce Sales Cloud has the highest rating, with monday.com as the runner-up, and AgentCubed ranking 82nd place. Salesforce Sales Cloud has the most reviews with a total of 16,149, while AgentCubed has 10. Users say Salesforce Sales Cloud tops the list for value for money followed by Zoho CRM, while AgentCubed comes in 82nd. Users also say Salesforce Sales Cloud and Pipedrive are the easiest to use, while AgentCubed takes 78th place.

What are the top 5 alternatives to AgentCubed?


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Features


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Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Top 100 Alternatives & Competitors to AgentCubed

Bitrix24

4.0
(478)

100% free CRM, collaboration and communication tool suite

Features

Total

42

356

74

features in common

42

features in common

Bitrix24's unique features

  • Member Database

  • Meeting Management

  • Auto Update

  • Mobile Access

AgentCubed's unique features

  • For Casualty Insurance

  • Territory Management

  • For Auto Insurance

  • Broker / Agent Portal

Starting from

$49/month

Value for money

4.2

0.6

4.8

What users say about Bitrix24's value for money

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.

AD

Ajay D.

Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.

ER

Eric R.

Velocity

4.1
(15)

Insurance agency management system

Features

Total

24

48

74

features in common

24

features in common

Velocity's unique features

  • Print Management

  • Client Portal

  • Claims Management

  • Reminders

AgentCubed's unique features

  • Policy Training

  • For Disability Insurance

  • Interaction Tracking

  • Lead Capture

Value for money

4.1

0.7

4.8

What users say about Velocity's value for money

Super flexibility, rock solid Oracle base with friendly personal support.

RT

Richard T.

The service we received from Velocity was top notch and I would say that's the best part of their company.

WF

William F.

BriteCore

(0)

Cloud-based Insurance and Claims Management Solution

Features

Total

26

59

74

features in common

26

features in common

BriteCore's unique features

  • Claims Management

  • Secure Login

  • Customizable Reports

  • Reinsurance Administration

AgentCubed's unique features

  • Audit Trail

  • For Disability Insurance

  • Version Control

  • Accounting Integration

Better Agency

4.5
(8)

Comprehensive CRM solution for insurance agencies

Features

Total

33

63

74

features in common

33

features in common

Better Agency's unique features

  • Reinstatement Tracking

  • Real Time Reporting

  • Real Time Notifications

  • Campaign Planning

AgentCubed's unique features

  • For Life Insurance

  • Billing & Invoicing

  • For Disability Insurance

  • Policy Issuance

GO-INSUR

(0)

Digital insurance platform for brokers, insurers, and MGAs

Features

Total

27

51

74

features in common

27

features in common

GO-INSUR's unique features

  • Labeling

  • Activity Dashboard

  • Client Portal

  • MGA Administration

AgentCubed's unique features

  • Auto-Dialer

  • Call Recording

  • Prospecting Tools

  • Call Routing

SiegeAOS

5.0
(3)

Cloud-based insurance & policy management software

Features

Total

28

77

74

features in common

28

features in common

SiegeAOS's unique features

  • Lifecycle Management

  • Data Storage Management

  • Invoice Management

  • SMS Marketing Managment

AgentCubed's unique features

  • Auto-Dialer

  • Source Tracking

  • Version Control

  • Call Routing

Salesforce Sales Cloud

4.4
(16.1K)

Cloud-based CRM & Sales Automation

Features

Total

37

161

74

features in common

37

features in common

Salesforce Sales Cloud's unique features

  • Rewards Management

  • Cataloging/Categorization

  • Dynamic Modeling

  • Warranty Tracking

AgentCubed's unique features

  • For Personal Insurance

  • Broker / Agent Portal

  • For Disability Insurance

  • Policy Management

Value for money

4.0

0.8

4.8

What users say about Salesforce Sales Cloud's value for money

As a socially responsible company, it feels good to support another company like Salesforce that is committed to these values too.

MD

Michael D.

The cloud based architecture makes it easily accessible and the deployment work like a charm. It very cost effective and intuitive.

AR

Anonymous Reviewer

CentraHub CRM

4.1
(21)

CRM solution for automating sales, marketing & services

Features

Total

30

89

74

features in common

30

features in common

CentraHub CRM's unique features

  • Field Sales Management

  • Patient Communications

  • Physician Management

  • Goal Management

AgentCubed's unique features

  • Auto-Dialer

  • For Auto Insurance

  • Multi-State

  • Policy Metadata Management

Starting from

$11.99/month

Value for money

3.9

0.9

4.8

What users say about CentraHub CRM's value for money

Absolutely pathetic - seems a company with dubai base and a global company else woudl think its some fraud company.

TS

Tawheed S.

The features seems to be good and easy to use and understandable. Overall it is a good product.

KS

Karan S.

i2go

4.9
(10)

Enabling Innovations Globally

Features

Total

40

84

74

features in common

40

features in common

i2go's unique features

  • Risk Assessment

  • Alerts/Notifications

  • Real Time Reporting

  • Real Time Data

AgentCubed's unique features

  • Prospecting Tools

  • Lead Distribution

  • Call Recording

  • Client Management

InsureEdge

(0)

Future-Ready Insurance Software

Features

Total

28

44

74

features in common

28

features in common

InsureEdge's unique features

  • Multiple Line Rating

  • Forms Management

  • Case Management

  • MGA Administration

AgentCubed's unique features

  • Auto-Dialer

  • API

  • Prospecting Tools

  • Lead Distribution

PlanPlus Online

4.0
(84)

Personal Planner and CRM software

Features

Total

20

34

74

features in common

20

features in common

PlanPlus Online's unique features

  • Web Forms

  • Contact Database

  • Forecasting

  • Website Management

AgentCubed's unique features

  • Policy Training

  • Approval Process Control

  • Auto-Dialer

  • Cancellation Tracking

Starting from

$69.95/year

Value for money

3.3

1.5

4.8

What users say about PlanPlus Online's value for money

I knew shortly after looking at it that this was the product for us. The simplicity of use, combined with the rich features, and customizable nature of the product was just fantastic.

JS

Joey S.

Fantastic planning, organization and communication tool. Price is great and so is the customer service.

HB

Heather B.

Features

Total

29

151

74

features in common

29

features in common

Really Simple Systems CRM's unique features

  • Call Management

  • Drag & Drop

  • User Management

  • Drip Campaigns

AgentCubed's unique features

  • Auto-Dialer

  • For Long Term Care

  • Prospecting Tools

  • Lead Distribution

Starting from

$14/month

Value for money

4.5

0.3

4.8

What users say about Really Simple Systems CRM's value for money

The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.

CD

Charlie D.

I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.

Marie W.

Pipedrive

4.5
(2.3K)

CRM built by salespeople, for salespeople

Features

Total

32

155

74

features in common

32

features in common

Pipedrive's unique features

  • Goal Management

  • Pageview Tracking

  • Email Tracking

  • Customer Segmentation

AgentCubed's unique features

  • Auto-Dialer

  • For Auto Insurance

  • Multi-State

  • Client Management

Starting from

$12.5/month

Value for money

4.4

0.4

4.8

What users say about Pipedrive's value for money

Pipedrive is now the most preferred sales management tool for our portfolio companies, and it is perfect not to mention the beauty of its interface.

CK

Caner K.

BUT when we saw that they charged us again for a full year we asked to cancel the service and they refuse to refund us for the unused year because they already charged it.

AR

Anonymous Reviewer

monday.com

4.6
(2.4K)

Project Management Made Easy

Features

Total

38

500

74

features in common

38

features in common

monday.com's unique features

  • Task Tagging

  • Templates

  • Website Management

  • Customer Support

AgentCubed's unique features

  • Multi-State

  • Single Data Entry

  • For Long Term Care

  • Insurance Rating

Starting from

$10/month

Value for money

4.3

0.5

4.8

What users say about monday.com's value for money

I really love a lot about Monday. It's clean, has a beautiful design, easy to use and just overall a great product.

AR

Anonymous Reviewer

The best feature of monday.com is its ability to help you integrate your tasks into your calendar. The easy to use tool allows you to efficiently manage projects and meet deadlines.

AR

Anonymous Reviewer

Nimble

4.4
(1.6K)

Contact management & social relationship software

Features

Total

14

40

74

features in common

14

features in common

Nimble's unique features

  • Opportunity Management

  • Customer Database

  • Calendar Sync

  • Search/Filter

AgentCubed's unique features

  • Document Storage

  • For Casualty Insurance

  • Multi-State

  • Policy Generation

Starting from

$19/month

Value for money

4.3

0.5

4.8

What users say about Nimble's value for money

Nimble is a great app that helps to keep great interactions with our customers. It helps to track the relationship between each clients and what they need in real time.

akinlotan s.

We have been with Nimble for 5+ years and would recommend them to anyone looking for a fast, reliable storage solution with great customer support.

JG

Jeffrey G.

A1 Tracker

4.9
(55)

Enterprise risk management software

Features

Total

30

196

74

features in common

30

features in common

A1 Tracker's unique features

  • Market Risk Management

  • Electronic Signature

  • Service Management

  • Risk Management

AgentCubed's unique features

  • Interaction Tracking

  • Territory Management

  • Multi-State

  • Referral Tracking

Starting from

$800/month

Value for money

4.9

0.1

4.8

What users say about A1 Tracker's value for money

My experience with A1 Tracker has been amazing. I mainly deal with insurance certificates of insurance with multiple requirements dependent on contract types awarded.

AR

Anonymous Reviewer

I appreciated that they were always patient and kind when I had a question or needed help with something. I would definitely recommend A1 Tracker if you are looking for great Software Company.

MW

Michele W.

Pathway Insurance Software

5.0
(6)

Cloud-based P&C insurance & marketing automation software

Features

Total

18

54

74

features in common

18

features in common

Pathway Insurance Software's unique features

  • Claims Management

  • Dynamic Content

  • Customizable Fields

  • Email Campaign Management

AgentCubed's unique features

  • For Professional Liability

  • Policy Metadata Management

  • Multi-State

  • Appointment Management

Transactor

(0)

Policy administration for insurance brokers & agencies

Features

Total

29

53

74

features in common

29

features in common

Transactor's unique features

  • Secure Login

  • Customizable Fields

  • Commercial Lines

  • MGA Administration

AgentCubed's unique features

  • Auto-Dialer

  • Call Recording

  • Prospecting Tools

  • Policy Metadata Management

Guidewire

3.1
(7)

Deliver insurance your way.

Features

Total

5

8

74

features in common

5

features in common

Guidewire's unique features

  • Claims Management

  • Underwriting Management

  • Reinsurance Administration

AgentCubed's unique features

  • Lead Capture

  • Auto-Dialer

  • Lead Qualification

  • Quotes/Estimates

Zendesk Sell

4.3
(134)

All-in-one sales platform for sales teams.

Features

Total

34

126

74

features in common

34

features in common

Zendesk Sell's unique features

  • Proposal Management

  • Presentation Tools

  • Customer Segmentation

  • Live Chat

AgentCubed's unique features

  • For Personal Insurance

  • Claims Tracking

  • Approval Process Control

  • Client Management

Starting from

$19/month

Value for money

4.1

0.7

4.8

What users say about Zendesk Sell's value for money

We liked Base because it does not cost too much and it is good with history. It also plugs with dropbox which is a good feature.

SC

Samuel C.

Zendesk has the worst customer service, which is crazy because they are a customer service platform. Not many third-party integrations.

Brenden S.

Zoho CRM

4.3
(5K)

CRM software that helps you sell smarter, better, faster.

Features

Total

35

197

74

features in common

35

features in common

Zoho CRM's unique features

  • Task Progress Tracking

  • Configurable Workflow

  • Customizable Fields

  • Contract/License Management

AgentCubed's unique features

  • Version Control

  • Claims Tracking

  • Inbound Call Center

  • Insurance Rating

Starting from

$20/month

Value for money

4.3

0.5

4.8

What users say about Zoho CRM's value for money

They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.

AR

Anonymous Reviewer

As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.

AR

Anonymous Reviewer

Odoo

4.2
(420)

Full Suite of Integrated Business Apps

Features

Total

37

359

74

features in common

37

features in common

Odoo 's unique features

  • Vendor Management

  • Mobile Access

  • Sell Side (Customers)

  • Service History

AgentCubed's unique features

  • Multi-State

  • Broker / Agent Portal

  • Source Tracking

  • Insurance Policy Management

Starting from

$20/month

Value for money

4.1

0.7

4.8

What users say about Odoo 's value for money

We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.

kb

kim b.

It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.

AR

Anonymous Reviewer

Features

Total

29

84

74

features in common

29

features in common

Salesforce Essentials' unique features

  • Contact Database

  • Customer Database

  • Third Party Integrations

  • Activity Dashboard

AgentCubed's unique features

  • Auto-Dialer

  • For Long Term Care

  • Multi-State

  • Lead Distribution

Starting from

$25/month

Value for money

3.9

0.9

4.8

What users say about Salesforce Essentials' value for money

Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive.

AR

Anonymous Reviewer

It was a fantastic experience and an essential for a company looking to better engage and retain customers on digital platforms.

JP

Jillian P.

Workbooks

4.4
(104)

CRM For Small and Medium Businesses

Features

Total

21

68

74

features in common

21

features in common

Workbooks' unique features

  • Data Mapping

  • Configurable Workflow

  • Multi-Language

  • Customer Service Analytics

AgentCubed's unique features

  • Audit Trail

  • Inbound Call Center

  • For Personal Insurance

  • Cancellation Tracking

Starting from

$30/month

Value for money

4.1

0.7

4.8

What users say about Workbooks' value for money

Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do.

CH

Claire H.

The service was great and the staff was knowledgeable and friendly. Would definitely recommend it.

GS

Gergana S.

Platformax

4.7
(44)

Inside sales management with automated prospecting

Features

Total

25

53

74

features in common

25

features in common

Platformax's unique features

  • Case Management

  • Customer Support

  • Customizable Fields

  • Proposal Generation

AgentCubed's unique features

  • Audit Trail

  • Territory Management

  • Version Control

  • For Casualty Insurance

Starting from

$9.99/month

Value for money

4.8
4.8

What users say about Platformax's value for money

We work with our team closely in order to improve customer satisfaction and retention, which works great with opportunity management in Platformax.

JS

John S.

Our organization expects to increase revenues by 20% this year just by implementing this tool. We're very excited to see what the future will bring, and we're really happy with our partnership so far.

RS

Ricardo S.

FLG

4.9
(39)

Customer relationship management & workflow automation tool

Features

Total

29

70

74

features in common

29

features in common

FLG's unique features

  • Opportunity Management

  • Forms Management

  • Web-based Deployment

  • Proposal Generation

AgentCubed's unique features

  • For Professional Liability

  • For Disability Insurance

  • Version Control

  • Accounting Integration

Starting from

£75/month

Value for money

4.8
4.8

What users say about FLG's value for money

As a former happy user, we're delighted to be back. The CRM is easy to navigate, has great functionality and at a very reasonable price.

JC

Joanne C.

Love the support, from good old Lancashire accents, help is very good and they took time to understand what I was doing and provided good advice to get things working as I wanted.

JR

Jonathan R.

Agile CRM

4.2
(410)

Sales and marketing CRM for growing businesses

Features

Total

38

228

74

features in common

38

features in common

Agile CRM's unique features

  • Communication Management

  • Social Media Integration

  • Mass Texting

  • Account Alerts

AgentCubed's unique features

  • For Life Insurance

  • Customer Portal

  • For Disability Insurance

  • Insurance Rating

Starting from

$8.99/month

Value for money

4.2

0.6

4.8

What users say about Agile CRM's value for money

I cancelled it in December of 2019. They charged me for it in January of 2020, so I called them and cancelled again.

DB

Drew B.

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

BD

Brandon D.

ClickPoint

4.6
(19)

Lead Management for Call Centers and Sales Teams

Features

Total

33

105

74

features in common

33

features in common

ClickPoint's unique features

  • Conversion Tracking

  • Computer Telephony Integration

  • Real-Time Chat

  • Social Media Integration

AgentCubed's unique features

  • Version Control

  • For Auto Insurance

  • Multi-State

  • Insurance Rating

Starting from

$65/month

Value for money

4.8
4.8

What users say about ClickPoint's value for money

The product itself is awesome, as it can do things most other software companies are still thinking of doing. The best part of the product is that it is secure and very easy to use.

SR

Steve R.

Support team is fantastic. The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly.

Talya L.

User.com

4.7
(32)

The engine of growth. An all in one solution for user data.

Features

Total

31

193

74

features in common

31

features in common

User.com's unique features

  • Multi-Channel Communication

  • Knowledge Management

  • Reminders

  • Mobile Alerts

AgentCubed's unique features

  • Auto-Dialer

  • For Long Term Care

  • Multi-State

  • Policy Management

Value for money

4.6

0.2

4.8

What users say about User.com's value for money

I can definitely recommend this to any sales/marketing/customer success teams - user.com is safe, gdpr compliant, affordable and easy to learn and to use.

Izabela H.

I really liked how fresh and inviting their design is. Their onboarding experience is very nice and set you up to start taking advantage of the platform rather quickly.

AR

Anonymous Reviewer

Velocify

4.3
(229)

Generate sales with auto-prioritization

Features

Total

17

35

74

features in common

17

features in common

Velocify's unique features

  • Opportunity Management

  • Dashboard

  • Alerts/Notifications

  • Call List Management

AgentCubed's unique features

  • Document Storage

  • Accounting Integration

  • Task Management

  • Policy Generation

Starting from

$60/month

Value for money

4.2

0.6

4.8

What users say about Velocify's value for money

The features are great, click to dial, easy logging of activity, call tracking for management. Gives users the ability to call the most appropriate leads at the most appropriate times.

MU

Michael U.

The product seems to be user-friendly, and the vendor's pricing is very competitive. The vendor is also extremely responsive in making sure that we get the best service for our company's needs.

BL

Brian L.

Wingmate

4.6
(79)

Field Service Management Software

Features

Total

30

103

74

features in common

30

features in common

Wingmate's unique features

  • Third Party Integrations

  • Lead Generation

  • Customizable Fields

  • Conversion Tracking

AgentCubed's unique features

  • Audit Trail

  • For Disability Insurance

  • For Personal Insurance

  • Policy Metadata Management

Value for money

4.5

0.3

4.8

What users say about Wingmate's value for money

A side benefit has been the increased communication between the different departments. The more sets of eyes we have out there, the better the results have been.

MW

Mike W.

The ease of use is amazing. The layout is so straight forward and can do quick on the fly.

RG

Ryan G.

Onpipeline

4.5
(2)

Customer relationship management (CRM) with visual pipeline

Features

Total

27

89

74

features in common

27

features in common

Onpipeline's unique features

  • Task Scheduling

  • List Management

  • Call Center Management

  • Call Management

AgentCubed's unique features

  • Audit Trail

  • Source Tracking

  • Version Control

  • Accounting Integration

Commence

4.8
(41)

Online CRM for Small to Mid-Size Businesses

Features

Total

20

40

74

features in common

20

features in common

Commence's unique features

  • Channel Management

  • Forecasting

  • Field Sales Management

  • Performance Metrics

AgentCubed's unique features

  • For Professional Liability

  • Inbound Call Center

  • Appointment Management

  • Cancellation Tracking

Starting from

$19/month

Value for money

4.8
4.8

What users say about Commence's value for money

Commence is a powerful tool that integrates marketing, sales and lead management seamlessly. Commence support has been amazing with a friendly knowledgeable staff eager to help.

MN

Mary Nicolazzo

We are excited to be on board with Commence CRM. The company did a fantastic job implementing the program and tailoring it to our requirements.

BS

Bob S.

Teamgate

4.8
(120)

Simply smart Sales CRM software

Features

Total

29

79

74

features in common

29

features in common

Teamgate's unique features

  • Customer Segmentation

  • Appointment Scheduling

  • Tagging

  • Prioritization

AgentCubed's unique features

  • Policy Generation

  • For Disability Insurance

  • Version Control

  • Call Routing

Starting from

$9/month

Value for money

4.8
4.8

What users say about Teamgate's value for money

Her email title alone, "take it easy" was rude, and she was also short with me in her other emails, accusing me of not answering my phone, etc.

AR

Anonymous Reviewer

Seems like Teamgate picked up everything useful out from huge field of CRM products and presented it as one. Really user friendly and all features helpful.

RE

Ron E.

Thryv

4.2
(344)

All-in-one management software built for small business

Features

Total

28

142

74

features in common

28

features in common

Thryv's unique features

  • Template Management

  • Review Monitoring

  • Online Booking

  • Multi-Campaign

AgentCubed's unique features

  • Auto-Dialer

  • For Disability Insurance

  • For Life Insurance

  • For Casualty Insurance

Value for money

4.1

0.7

4.8

What users say about Thryv's value for money

The integration with email reminders for customers is awesome... everything I was stressing about maintaining was brought to one nice package.

KP

Kurt P.

Also, the ability to self manage social campaigns is a great advantage. THE BEST FEATURE is COST of them managing my business on all website platforms for one price and no surprises.

JS

Jerry S.

AdInsure

(0)

Claims processing solution for non-life and life insurers

Features

Total

27

86

74

features in common

27

features in common

AdInsure's unique features

  • PDF Conversion

  • Customer Database

  • Configurable Workflow

  • Reminders

AgentCubed's unique features

  • Document Storage

  • Inbound Call Center

  • Appointment Management

  • Call Routing

Creatio CRM

4.8
(81)

Boost marketing, sales and service performance!

Features

Total

33

107

74

features in common

33

features in common

Creatio CRM's unique features

  • Case Management

  • Multi-Channel Communication

  • Channel Management

  • Customer Profiles

AgentCubed's unique features

  • Auto-Dialer

  • Billing & Invoicing

  • For Life Insurance

  • Client Management

Starting from

$25/month

Value for money

4.8
4.8

What users say about Creatio CRM's value for money

I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.

WL

Will L.

Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.

JS

Justin S.

SutiCRM

4.5
(2)

CRM for sales, marketing & support teams

Features

Total

27

68

74

features in common

27

features in common

SutiCRM's unique features

  • Cataloging/Categorization

  • Landing Pages/Web Forms

  • Opportunity Management

  • Contract/License Management

AgentCubed's unique features

  • Audit Trail

  • Document Management

  • For Personal Insurance

  • For Casualty Insurance

SalesNOW

4.6
(82)

Mobile & online CRM for sales teams

Features

Total

27

59

74

features in common

27

features in common

SalesNOW's unique features

  • Chat/Messaging

  • Customer Support

  • Search/Filter

  • Mobile Alerts