Lead management and CRM solution for insurance businesses ( 4.25/ 5 8 reviews) 203 Alternatives to AgentCubed
Explore a recommended list of AgentCubed alternatives for your business in 2019. Compare alternatives to AgentCubed side by side and find out what other people in your industry are using. Let GetApp help you determine if the competition offer better features or value for money.
100% free CRM, collaboration and communication tool suite
What users mention about Bitrix24 See all reviews Poor technical support, lack of access to all services for a long time, there is no guarantee of system recovery if data is lost. After using this app for a while, I can tell that this is an excellent tool. We are very happy of its functionalities. I lost my account as I was not using it during my traveling, and I lost all my data associated with.
CRM & Lead Management Solution
What users mention about LeadMaster See all reviews We are very excited and pleased with our decision to move to LeadMaster and look forward to a long term successful relationship. Likewise, if these things are not addressed prior to setup, you can end up with a mess of useless data and reports. Leadmaster - you restored my faith that YES, a business can truly deliver on its promises and make me a stronger company.
User-friendly customer relationship management software
What users mention about Claritysoft CRM See all reviews Even though I was using a trial, it was very user friendly and had some great features. Had a great ease of use. Excellent customer support - effective at finding solutions to our requests and understands our org. Very easy to use this CRM. Best of all is their customer service and support always very helpful with quick turnaround service.
Automate sales & marketing follow up activities
What users mention about Blitz See all reviews It has helped create folders, creates leads and help with marking certain opportunities as won. Overall it's been pretty fantastic. Tina Cannon is a great support specialist. If you used the system a lot, little things like that save time. You guy have been great to work with so far.
CRM for sales, marketing & support teams
Sales acceleration platform designed for deal management
See your customers in full color.
What users mention about Drip See all reviews I find it's a simple, affordable solution that provides great support for automation. It just works, and that's what I love about it. It's worth digging into again, its capabilities are probably the best out there if you can get your head around it. First of all, customer service has been fantastic. It's also great how it can work together with a number of third-party software when needed.
Affordable CRM Software for Small Business
What users mention about BigContacts See all reviews Great value for single user or company with multiple users. Outstanding Customer Service. I love the easiness of Big Contacts. It is perfect for a great sales database. I would highly recommend this to others, and in fact have done so. Keep up the good work and thanks.
The CRM designed for G Suite.
What users mention about Copper See all reviews Horrible horrible horrible data migration once you decide to switch products. They basically hold your data hostage. M very very glad Google pushed ProsperWorks when signing up for Google Business Apps. The seamless integration with Gmail is amazing. Looks like it would be a great help to my business if I could get it to addon like other Google products...like Folio.
Take care of your customers and sales opportunities
What users mention about Capsule See all reviews Get for lead management. The free version is great for organizing my contacts and opportunities. The best thing about Capsule is how helpful it is with keeping me organized. We have over 100 clients that I need to keep track of. I love how easy it is to complete just about any task imaginable.
Real estate management for brokers and enterprise
What users mention about kvCORE See all reviews I love the ease of use and love how my clients receive automated emails/campaigns and are never "forgotten. KvCore shows a strong commitment to improve the product steadily. KvCore integrated my flow of business into their solution. This is causing problems with our seller leads and since we turned the system on last week have had three confusing situations with sellers.
Messenger-based sales tool for SMBs and entrepreneurs
What users mention about amoCRM See all reviews I recommend to try amoCRM to everyone, who is interested in profit and business development. This will help you manage accounts very effectively. There is nothing I can tell, all problems or errors are immediately corrected, so our business is not affected by them. Super affordable... almost too good to be true. As a business developer I now recommend AMOCRM to all my clients.
Boost marketing, sales and service performance!
What users mention about bpm'online CRM See all reviews Great interface, absolutely user-friendly and rich functionality for very reasonable price. Customer success management is another great thing about bpm'online. Bpm’online will not only help automate processes but also organize them – it is a win, win situation. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected, and processes easily adjusted to minimize mistakes.
Automation software for all Professional Service Businesses
What users mention about Accelo See all reviews We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn. The overall experience is great and the functionality to manage all the different functions/areas in one application is amazing. I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time.
Customer relationship management solution for SMEs
A simple CRM built just for small businesses
What users mention about Less Annoying CRM See all reviews In the end, I had to call Dell to help me do a factory reset because ACT technical support screwed up the computer so badly. It's a very easy to use product, great video for support and an outstanding customer support group. Price is also the most reasonable. It has everything I want. It's easy, affordable, and the team is super responsive to any of our needs.
Marketing platform for businesses of all sizes
What users mention about Marketing 360 See all reviews My student response to it has been great. The marketing and creative team were responsive to my needs and results of have been very good overall. They created an amazing website us that is user friendly and fits us perfectly. Jenny, my contact for Madwire has been WONDERFUL. I have worked with many companies & reps similar to 360-Mad Wire and I have been dissatisfied with most of them until now.
All-in-one management software built for small business
What users mention about Thryv See all reviews I really like the functionality of this software and how for me it is pretty easy to use. The support team is pretty awesome and helpful. Thryv is awesome, incredible, and it produces immediate results. After 30 years in business I am proud to say, 2019 has been our best year ever. I do appreciate this website and Team doing their best to help me. I hope this relationship works out.
The next generation of professional services automation.
What users mention about HarmonyPSA See all reviews The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information. The ability to retrace steps, or downloaded almost anything to. CSV format, to name a few, is an amazing feature. Pros: Almost too many to mention. The ticketing system is awesome, it can be customised extensively.
CRM, sales management, automation & acceleration software
What users mention about Salesmate See all reviews The software is extremely easy to use and very user friendly. The support team is always there for any questions and super on top of everything. Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support. The card view for deal progress is great and really helps visualize your sales pipeline. What users mention about Salesforce Essentials See all reviews The ease-of-use is there, but the support is horrific and the speed/repsonsiveness of the site is extremely bad. Very helpful and friendly software, the interaction between customer and the company is great. I really love the ease of setting up Desk.com and my Agents love the user interface.
Everything you need to sell in one integrated suite
What users mention about HubSpot CRM See all reviews Reliable, powerful and helpful. We have been using HubSpot to help our clients to streamline their online funnels with amazing results. The customer support is amazing, always being so responsive and helpful. I have to say it’s one of the best support teams I have ever contacted. The vendor is really as wonderful to work with as the software - which is, of course, amazing. This has revolutionized how we do marketing.
Project Management Made Easy
What users mention about monday.com See all reviews Simplicity, nice UI and awesome support. One of the greatest things of this product is the ability to customize the boards. The experience is very amazing as it helps throughout in your projects,communication and simplifies work. The allowed gifs, i like them, the ability to track when pulses were created or changed, its amazing, and the comment section. What users mention about Freshsales See all reviews Ability to add one's own fields is brilliant. It is very easy to use and the support is excellent. Support is awesome, ability to solve and customize the system with people that care. Great for follow up and organization. Love that we can see the history of the customer.
Powerful marketing automation & CRM built for SMBs
What users mention about Infusionsoft See all reviews The price is good, and they are responsive in helping navigate the product. The product features provide all you want in marketing automation. Excellent features that a company can grow into along with fantastic, responsive assistance when needed. When challenged about the misleading sales, the sales rep vanished and even after cancellation of the contract, Infusionspoft tried to withdraw payments and refused to refund them.
Cloud-based CRM & Sales Automation
What users mention about Salesforce Sales Cloud See all reviews Good good good I thought it was excellent this cloud, above all, the easy access, you simply register and ready very safe and reliable. Has some great features that could be really useful. Great integration with other platforms and services. Overall I think Salesforce is a great investment and helps our business to be efficient and successful.
CRM software that helps you sell smarter, better, faster.
What users mention about Zoho CRM See all reviews Zoho CRM has very nice and clean design that allows to navigate the software very easily. The quality of product is good for an affordable price. I love the ease of use, affordable, and its interface is great. It is an excellent, if not better alternative for Gmail Business Suite. This is a fantastic solution in these instances, and I look like a hero when I give them a quick demo and help them get set up.
CRM built by salespeople, for salespeople
What users mention about Pipedrive See all reviews The reports is fantastic, like it very much. The application is very easy to use and the simplicity of the software is fantastic. Amazing infrastrucutre and UI with sales pipeline. The graphs are just very beautiful. Notes, planned activities are easy and logical, helps with account planning and sales rep evaluations. Customer Service is outstanding.
CRM for lifelong customer relationships.
What users mention about Insightly See all reviews Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean. The best part of it is the integrations. The apps you can integrate with are perfect for the operations of a sales team, or any team. Excellent CRM with robust features. Great for established businesses as well as start-ups.
Cloud-based organization & collaboration tool
What users mention about Airtable See all reviews Airtable has truly been an amazing addition to our organization and we recommend it to anyone looking for a user friendly data solution. Perfect for beginners or those on a budget, as well as those who care more about function and form than beauty. AirTable makes working with spreadsheets more effective and fun than when I usually work with spreadsheets. I like that it is flexible.
We help brokers outperform the competition.
CRM/Agency Management System for L&H Insurance Agencies
What users mention about AgencyBloc See all reviews Some of the terms were strange, and that resulted in some of the functionality being lost. I recommend fully Agency Bloc to the agents I work with. It is an affordable professional solution for benefit agents. We all know the importance of backing up data and we all think we have taken this important setp.
Web-based performance marketing platform
Call, lead and conversion tracking with real-time reporting
What users mention about WhatConverts See all reviews Wow, I thought "regular" call tracking was nice, but WhatConverts takes it to a new level. The ability to track calls, forms, and chats is HUGE. They have earned my loyalty and then some. Great company that cares about my success. Super happy with the product that What Converts has put together for lead and conversion tracking.
Lead information scanning & qualification for events
Sales CRM & Simple Lead Management Solution
Virtual assistant for sales & marketing teams
Account-Based lead management within Salesforce
Lead Aggregation Software for Selling Calls and Web Leads
Cloud-based solution for lead management
What users mention about Lead Capsule See all reviews Thanks for all the help. The team at Lead Capsule is always on top of issues if any. The software is great, but the service and assistance I have received from the Lead Capsule team has been second to none. Perfect for lead distrubution, management and reporting to run your biz.
Affiliate/Referral Marketing & Lead Generation Software
What users mention about LinkTrust See all reviews I have found some issues with click overages sneaking up on me. There is no warning system to let you know that you've over spent your monthly allocation. I absolutely love the support team. In this day and age, I believe getting excellent customer service puts you ahead of other software systems. Best value for our money. We looked through dozens of providers and Linktrust still gives us the best bang for our buck.
Predictive lead scoring for sales & marketing
Digital Marketing Optimization Software
Sales & marketing solution for healthcare professionals
Marketing analytics software
Account-based marketing automation solution for businesses
Lead Assignment in Salesforce | Round Robin | Load Balancing
Lead management solution for small to large businesses
Website visitor tracking with real-time web analytics
What users mention about Whoisvisiting See all reviews Fantastic software, a lot cheaper than other providers, the software is always being improved. The customer service has been very prompt and helpful- I would recommend WhoIsVisiting to anyone. What makes this software stand out is the fantastic sales support.
Cloud-based data capture platform for small to large firms
Marketing automation platform for mid-market companies
What users mention about Net-Results See all reviews The Lead Scoring module has been very effective in allowing us the ability to assign 'interests' to our visitors based on web page activity. Our marketing organization would be dead in the water without Net-results. The ability to use purchased lists for emails was really helpful for us. Most email platforms don 't allow purchased lists.
Marketing data aggregation tool
Event Lead Capture & Management for Marketing Teams
What users mention about Akkroo See all reviews Its sometimes frustrating when you have a template set up and through user error this disappears and you have to then start a fresh. Excellent, the support team is very helpful and accommodating. I love working with the team at Akkroo, they always have time to assist and always go beyond what I expect to help me get projects running.
Marketing automation with machine learning
Email Marketing Software that is Affordable & Intuitive
What users mention about SendX See all reviews It is hell of expensive. When compared with other email marketing software, you'd realize that SendX is way too expensive. We're using this for small opt-in campaigns. Looking really good so far, and the customer support is excellent. So far we have been pretty happy with the service and the speed with which the product is evolving.
Marketing automation software made visual.
What users mention about Autopilot See all reviews Autopilot helped me target a specific problem of client engagement within my company - the lack of personalization. Marketing automation - you probably need it. Has it been accessible, easy to setup, and affordable. Outstanding documentation, tutorials, and how-tos. Flight School lessons go beyond the basics and really fortify your skills.
Business management solution for small to large businesses
What users mention about Kartra See all reviews Having spent a good few years attempting to teach myself how to market my business, Kartra felt like a miracle made just for me. There were some templates to use and the webinar help sessions we useful. It provides realtime actionable data to make good decisions. It has all the bells and whistles you need for email marketing on one bundle that is super super simple to use.
Case intake and lead management solution for law firms
Door to door and field sales tracking & lead management
What users mention about SalesRabbit See all reviews Sales rabbit it probably one of the best apps for door to door sales. It looks amazing and the team behind it is dedicated to improving it. The ability to have all customers on a single list as they are updated daily is useful. Also the ability to put in jobs is nice as well. My Great Review For Sales Rabbit. Thank you for this great opportunity and making everything so easy.
Affordable marketing automation for all business sizes
What users mention about SharpSpring See all reviews The fact that there are no long-term contracts ensures that you will not have buyers remorse, but I doubt you will. The easy to use navigation and schedule features are great, I love the ability to post to fb and Twitter at the same time. Sharpspring is the perfect solution for SMB's looking to increase sales conversion and do a better job at following up with customers.
Generate B2B sales leads from website visitors
What users mention about Leadfeeder See all reviews Leadfeeder has been a great help to identify the companies which visit our website. I don't think there is much more that I would want out of this software. I think they have done a fantastic job. Overall I have been very please with the product. It provides a great quick-glance for the sales.
The agile collaboration app for organizational flow.
What users mention about Favro See all reviews It is a good option for task management, with a nice and intuitive design, it is a very competitive market but its service is good. Sometimes I have seen the app completely not working with some internal server error. It was really bad to see that. Ve had a few crashes, which, while frustrating, is more of an annoyance than a major downside.
Salesforce B2B marketing automation for marketing & sales
What users mention about Pardot See all reviews Pardot is awesome for the ability to track and measure the success of email and content campaigns, especially helping with our AB campaigns. It has is easy to use and customer service is great. They have great features and functionality and quality is great. Overall good product in wealth management marketing with a solid integration into Salesforce. We market our funds to advisors around the country.
Customer engagement platform with Chrome extensions
What users mention about Ebsta See all reviews Often times, EBSTA responds faster than SFDC. Only negative I'd give ebsta is its inability to automate simple reminders (i.e.: "Call if no word after 3 days"), but there are workarounds for it. I love this application. It was super easy to implement and use in my day to day sales activities. It is simple and easy to setup, and my users enjoy it. Its one-click functionality is great, and they're adding new features regularly.
Online CRM for Small to Mid-Size Businesses
What users mention about Commence See all reviews Easy searchable fields are super helpful in looking up accounts and clients. Other than not, not much else. When I think of Commence I think of integrity. The company offers a robust solution backed by a staff of experienced people. Inability to store files (docs, PDFs, etc) directly within the database. Lack of formatting options (highlighting, bullets) in text fields.
CRM & Marketing for small businesses and marketing agencies.
What users mention about Hatchbuck See all reviews It's very user friendly and they are open to suggestions for improvement from their customers. Their support team is also fabulous. I also love the ability to track email statistics and keep an eye on what emails have the best responses and open rates. Excellent customer service and training - easy to use - great help features and video.
Open Source ERP and CRM software suite
What users mention about Odoo See all reviews This system is a brilliant idea and fantastic tool for any business, but it's not intuitive or necessarily easy to use. We just love this product that we have been implementing them for the last 8 years. We today have some really good Organisations. The must I like its the pluging and addons that you can get. I like you can check code and new studio its amazing.
Grow Your Company in the Cloud with NetSuite CRM
What users mention about NetSuite CRM+ See all reviews I love how adaptable NetSuite is to many different industries and it is a great solution for any business that has outgrown QuickBooks. Part of the problem may be lack of training on my part, but it seems that finding reports is quite difficult. I like the fact the software is US based. The dashboard is capable of delivering a solid solution for most of your reporting needs.
Policy & procedure management software
Compliance & ethics management platform
Healthcare Intranets & Policy Management Systems
Policy, procedure & compliance management
Policy and standard operating procedure management tool
Policy & procedure management
What users mention about PolicyTech See all reviews We love the ability to put all of our documents in one place and ensure that they have been read by our staff. The ability to use a single platform for document storage is fantastic. All in all, this program has worked very well for our small company. It does what it says on the box, but when things go wrong, it’s hard to get them to work properly again.
Policy and workflow management for healthcare organizations
What users mention about PolicyManager See all reviews They are always adding great new features, I have been very pleased with this program and would highly recommend it. Easy install and excellent customer support. I appreciate that they keep the customers informed. Overall it's a good system that help centralizing the documentation and give easy access for the user.
Automated Risk and Compliance Processes
Cyber security & compliance awareness platform
IT asset risk management software for companies of all sizes
What users mention about Keylight Platform See all reviews I feel it's going to be a great asset, but getting it operational seems time-consuming and labor-intensive. The roles can be a little confusing, when we set up users, it is sometimes a challenge to determine what access they need, especially for people in IT. The platform is highly stable and provides great insights to our data across our environments.
Security and compliance solution for financial institutions
Cloud-Based Policy Management and Contract Management
Insurance Distribution Platform for Carriers, MGA, IMO, FMO
Sales commission software for insurance companies
What users mention about Commission Tracker See all reviews Our Agency loves Commission Tracker, it is perfect for our office. The length of some of the data fields is restrictive. The program doesn't include a balancing mechanism rechecking the commission splits with the gross commission. Customer service was simply excellent, Shane goes above and beyond. Thank you so much Shane.
Agency management for insurance MGAs & distributors
Cloud-based life insurance policy management solution
Sales management for insurance agencies
Cloud based benefits administration software
Marketing Automation & CRM software for Insurance providers
Insurance agency management software
Insurance benefit management for healthcare providers
Insurance AMS for MGAs & brokers with CRM at its core
Agency management software for insurance firms of all sizes
What users mention about Eclipse See all reviews Eclipse is very easy to navigate and user friendly. It was very easy to learn. The software is easy to navigate through and user friendly. One can teach themselves or they offer classes. So easy to use and the customer service is so helpful and always available.
Data collection & quote management for insurance brokers
Insurance agency management solution
What users mention about Jenesis Software See all reviews Me and my team have had an excellent experience with Jenesis and hope that it will continue to improve as time goes on. Overall, Jenesis is a great software. Their team is fantastic and we have used them for 12 years. It has been easy, the customer service has been great at helping us resolve our problems in the office.
Web-based claims management software
Agency management system for insurance agents
What users mention about NowCerts See all reviews I love the price, I love the friendly ability to move through the system, I love the updates, I love Nowcert. It's great for the right price. Outstanding customer service and the committment to continual improvement of their product. Web based, download capable, easy platform to learn. Great experience, responsive Customer Support, and truly innovative. Happy that I switched to NowCerts.
Power dialer & outbound sales acceleration software for SMBs
What users mention about PhoneBurner See all reviews PhoneBurner is super easy to use and has a ton of amazing features. Anyone can log in and easily pick up how to use this system. Very good, not give them and excellent since there is always room for improvements. Everything from the free trial, to the ease of using it, to the customer service was excellent.
Cloud-based solution for insurance application & renewal
What users mention about Indio See all reviews The use of this program is easy and the abilities the client has all in place is great. That we are unable to use our original spreadsheets (mapping). Having to copy/paste all of our current information is very time consuming and leaves room for error. I have liked my experience with Indio and I think it's a great software package.
Claims management system & adjusting software
Outbound sales automation platform
B2B market intelligence and highly qualified sales lead data