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OneLink logo
5.0
5

Software for managing leads, communication, and policies

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    5.0
    Customer support
    4.8
Pros and Cons from OneLink users   
No pros & cons found
NOBL logo
0

Insurance management platform with an API

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Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from NOBL users   
No pros & cons found
Genius Avenue logo
0

Sustainable, scalable brand growth

visit website
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Genius Avenue users   
No pros & cons found
NextAgency logo
4.9
40

Agency management software for life & health agencies.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.9
    Ease of use
    4.8
    Features
    4.7
    Customer support
    4.9
Pros and Cons from NextAgency users   
avatar
+13
Very good- glad I choose this program. Like the videos to show how to do things to fix stuff.
Folders to import or sort things in to could be less confusing. There are times it is not clear where to put a file.
The commission management feature is excellent. Easy to use and a great way to manage all client and payer information.
Not too much to complain about, at first it was difficult to upload clients and prospects, but now we have the hang of it.
They went above and beyond to ensure that all of my needs were met and that I was completely satisfied with the outcome. I highly recommend Next Agency to anyone in need of their services.
If we were benefits-only I'd hardly have anything to complain about.
Very good and I highly recommend. We wouldn't be able to serve our clients at the high level we do without NextAgency.
A group that has a dual open enrollment event dates the system did not support the multiple enrollment event. The Lookup of the plans gives a view of all the plans that the group has ever had.
The reporting customization capabilities and ability to capture client's detailed benefits data is a plus.
It is easy to use and the team has been very responsive.
Overall our company experience with NextAgency has been a good one.
You are able to select which fields to display and add in unlimited custom fields. The support staff are very responsive and incredible to work with.
The team at NextAgency are extremely responsive, always willing to build out new things if they can to accommodate our agency needs.
NextAgency is both Easy to use and inexpensive. Anytime I have had issues, IT is quick to respond.
Next was an easy jump from the management system I had before for alot less money.
User-friendly interface, quick response for customer support.
Very good- glad I choose this program. Like the videos to show how to do things to fix stuff.
Folders to import or sort things in to could be less confusing. There are times it is not clear where to put a file.
The commission management feature is excellent. Easy to use and a great way to manage all client and payer information.
Not too much to complain about, at first it was difficult to upload clients and prospects, but now we have the hang of it.
They went above and beyond to ensure that all of my needs were met and that I was completely satisfied with the outcome. I highly recommend Next Agency to anyone in need of their services.
If we were benefits-only I'd hardly have anything to complain about.
Very good and I highly recommend. We wouldn't be able to serve our clients at the high level we do without NextAgency.
A group that has a dual open enrollment event dates the system did not support the multiple enrollment event. The Lookup of the plans gives a view of all the plans that the group has ever had.
The reporting customization capabilities and ability to capture client's detailed benefits data is a plus.
It is easy to use and the team has been very responsive.
Overall our company experience with NextAgency has been a good one.
You are able to select which fields to display and add in unlimited custom fields. The support staff are very responsive and incredible to work with.
The team at NextAgency are extremely responsive, always willing to build out new things if they can to accommodate our agency needs.
NextAgency is both Easy to use and inexpensive. Anytime I have had issues, IT is quick to respond.
Next was an easy jump from the management system I had before for alot less money.
User-friendly interface, quick response for customer support.
Very good- glad I choose this program. Like the videos to show how to do things to fix stuff.
Folders to import or sort things in to could be less confusing. There are times it is not clear where to put a file.
The commission management feature is excellent. Easy to use and a great way to manage all client and payer information.
Not too much to complain about, at first it was difficult to upload clients and prospects, but now we have the hang of it.
They went above and beyond to ensure that all of my needs were met and that I was completely satisfied with the outcome. I highly recommend Next Agency to anyone in need of their services.
If we were benefits-only I'd hardly have anything to complain about.
Very good and I highly recommend. We wouldn't be able to serve our clients at the high level we do without NextAgency.
A group that has a dual open enrollment event dates the system did not support the multiple enrollment event. The Lookup of the plans gives a view of all the plans that the group has ever had.
The reporting customization capabilities and ability to capture client's detailed benefits data is a plus.
It is easy to use and the team has been very responsive.
Overall our company experience with NextAgency has been a good one.
You are able to select which fields to display and add in unlimited custom fields. The support staff are very responsive and incredible to work with.
The team at NextAgency are extremely responsive, always willing to build out new things if they can to accommodate our agency needs.
NextAgency is both Easy to use and inexpensive. Anytime I have had issues, IT is quick to respond.
Next was an easy jump from the management system I had before for alot less money.
User-friendly interface, quick response for customer support.
AgencyZoom logo
4.7
13

Sales management for insurance agencies

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.6
Pros and Cons from AgencyZoom users   
avatar
avatar
+9
AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE.
Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.
The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better.
There is no place to manually edit work flows, and the long term retention automation is not built out yet.
Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone.
If they charged 3 times the amount currently charged, I would still happily use this software.
I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office.
Customer service is awesome with quick turnaround with answers. I expect many new features to come too.
The price is right and the value is exceptional. It will help any agency get organized with leads, commission tracking, automation and retention.
The automation features really helps streamline my workflow. Without having to do manual follow ups I can use the extra time to talk to new clients.
Support is available via chat, and the FB group really helps to voice your opinion on new updates.
Incredible user interface, easy and intuitive which makes it a breeze for new agents.
AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE.
Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.
The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better.
There is no place to manually edit work flows, and the long term retention automation is not built out yet.
Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone.
If they charged 3 times the amount currently charged, I would still happily use this software.
I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office.
Customer service is awesome with quick turnaround with answers. I expect many new features to come too.
The price is right and the value is exceptional. It will help any agency get organized with leads, commission tracking, automation and retention.
The automation features really helps streamline my workflow. Without having to do manual follow ups I can use the extra time to talk to new clients.
Support is available via chat, and the FB group really helps to voice your opinion on new updates.
Incredible user interface, easy and intuitive which makes it a breeze for new agents.
AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE.
Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.
The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better.
There is no place to manually edit work flows, and the long term retention automation is not built out yet.
Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone.
If they charged 3 times the amount currently charged, I would still happily use this software.
I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office.
Customer service is awesome with quick turnaround with answers. I expect many new features to come too.
The price is right and the value is exceptional. It will help any agency get organized with leads, commission tracking, automation and retention.
The automation features really helps streamline my workflow. Without having to do manual follow ups I can use the extra time to talk to new clients.
Support is available via chat, and the FB group really helps to voice your opinion on new updates.
Incredible user interface, easy and intuitive which makes it a breeze for new agents.
Macaw logo
3.5
20

With Macaw AMS, you may not need a physical office any more.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.4
    Ease of use
    3.1
    Features
    3.0
    Customer support
    3.4
Pros and Cons from Macaw users   
avatar
avatar
+11
I like the ability to save documents and keeps notes for years.
Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.
I like that it has finally come together and is becoming more user friendly for me and my team.
Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.
I like that you can pull reports for renewals, you can link your phone system to it for ease of calls.
The reports are useless and much of it never updates.
I do like that we can customize the features we want that cater to our business, since it's so niche. It has come a long way since we first started using the system.
Searches are hard and does not include "city" as a primary field to search.
This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.
Our management tells us changes are very costly so they have to prioritize.
We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.
Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc.
Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.
Our users seem to be getting used to and able to navigate easier.
I like the ability to save documents and keeps notes for years.
Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.
I like that it has finally come together and is becoming more user friendly for me and my team.
Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.
I like that you can pull reports for renewals, you can link your phone system to it for ease of calls.
The reports are useless and much of it never updates.
I do like that we can customize the features we want that cater to our business, since it's so niche. It has come a long way since we first started using the system.
Searches are hard and does not include "city" as a primary field to search.
This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.
Our management tells us changes are very costly so they have to prioritize.
We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.
Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc.
Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.
Our users seem to be getting used to and able to navigate easier.
I like the ability to save documents and keeps notes for years.
Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.
I like that it has finally come together and is becoming more user friendly for me and my team.
Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.
I like that you can pull reports for renewals, you can link your phone system to it for ease of calls.
The reports are useless and much of it never updates.
I do like that we can customize the features we want that cater to our business, since it's so niche. It has come a long way since we first started using the system.
Searches are hard and does not include "city" as a primary field to search.
This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.
Our management tells us changes are very costly so they have to prioritize.
We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.
Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc.
Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.
Our users seem to be getting used to and able to navigate easier.
AgencyBloc AMS+ logo
4.8
127

The #1 Recommended Insurance Industry Growth Platform

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.9
Pros and Cons from AgencyBloc AMS+ users   
avatar
avatar
avatar
+15
AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent.
Some of the terms were strange, and that resulted in some of the functionality being lost.
The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen.
It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder.
I would recommend this system for any agency/broker of any size, the price and system advantages are worth it. One easy place to track all your clients.
I can get in touch with Tasha at anytime and she does not make me feel as if my questions are dumb.
It's easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use.
Running reports, searching for specifics, making changes, marketing, etc. The biggest negative is getting used to the email campaign system and limitations.
I like the continuous product improvements - most recently the addition of Outlook integration. We have also very much enjoyed the strong customer/product support from AgencyBloc.
The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.
They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better.
Finding a product that fit so many aspects of what I was looking for was amazing.
We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny.
User friendly and more efficient then our previous software. Being able to move around in the different tabs without getting in and out of certain areas.
Our reps are great and they are always a quick response away from a question or concern.
I love using agency bloc to keep my clients organized. It makes my job so much easier and i couldn't imagine living without it.
This software program is outstanding. There are too many features to list however, the one that stands out the most is the commission tracker.
Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.
AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent.
Some of the terms were strange, and that resulted in some of the functionality being lost.
The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen.
It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder.
I would recommend this system for any agency/broker of any size, the price and system advantages are worth it. One easy place to track all your clients.
I can get in touch with Tasha at anytime and she does not make me feel as if my questions are dumb.
It's easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use.
Running reports, searching for specifics, making changes, marketing, etc. The biggest negative is getting used to the email campaign system and limitations.
I like the continuous product improvements - most recently the addition of Outlook integration. We have also very much enjoyed the strong customer/product support from AgencyBloc.
The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.
They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better.
Finding a product that fit so many aspects of what I was looking for was amazing.
We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny.
User friendly and more efficient then our previous software. Being able to move around in the different tabs without getting in and out of certain areas.
Our reps are great and they are always a quick response away from a question or concern.
I love using agency bloc to keep my clients organized. It makes my job so much easier and i couldn't imagine living without it.
This software program is outstanding. There are too many features to list however, the one that stands out the most is the commission tracker.
Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.
AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent.
Some of the terms were strange, and that resulted in some of the functionality being lost.
The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen.
It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder.
I would recommend this system for any agency/broker of any size, the price and system advantages are worth it. One easy place to track all your clients.
I can get in touch with Tasha at anytime and she does not make me feel as if my questions are dumb.
It's easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use.
Running reports, searching for specifics, making changes, marketing, etc. The biggest negative is getting used to the email campaign system and limitations.
I like the continuous product improvements - most recently the addition of Outlook integration. We have also very much enjoyed the strong customer/product support from AgencyBloc.
The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.
They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better.
Finding a product that fit so many aspects of what I was looking for was amazing.
We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny.
User friendly and more efficient then our previous software. Being able to move around in the different tabs without getting in and out of certain areas.
Our reps are great and they are always a quick response away from a question or concern.
I love using agency bloc to keep my clients organized. It makes my job so much easier and i couldn't imagine living without it.
This software program is outstanding. There are too many features to list however, the one that stands out the most is the commission tracker.
Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.
Jenesis Software logo
4.7
270

Insurance agency management solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.9
Pros and Cons from Jenesis Software users   
avatar
+15
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
Verity logo
0

Policy administration software for MGAs and carriers

visit website
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Verity users   
No pros & cons found
BindHQ logo
4.3
12

Agency Management Simplified

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.7
Pros and Cons from BindHQ users   
avatar
avatar
+7
I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.
It's inability to populate forms such as Surplus lines disclosures.
I love the intuitiveness of the system. It was very easy to learn how to use the functions I use on a daily basis.
My particular station is on a platform (right word?) that is in need of upgrading / updating and, as such, I am running into mechanical problems, but I assume a fix is coming.
It's user friendly interface, as well as it's ability to link with email.
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
It's a great way to keep files organized and to document all correspondence for any account.
The product is friendly for the end-user and pulling reports for analysis, bank reconciliations, & etc is easy as pie.
We recently got the search option updated to include being able to search by invoice number rather than just by policy number or name and this has been extremely helpful.
BindHQ - Accounting Perspective - Every Accountant's Dream.
I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.
It's inability to populate forms such as Surplus lines disclosures.
I love the intuitiveness of the system. It was very easy to learn how to use the functions I use on a daily basis.
My particular station is on a platform (right word?) that is in need of upgrading / updating and, as such, I am running into mechanical problems, but I assume a fix is coming.
It's user friendly interface, as well as it's ability to link with email.
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
It's a great way to keep files organized and to document all correspondence for any account.
The product is friendly for the end-user and pulling reports for analysis, bank reconciliations, & etc is easy as pie.
We recently got the search option updated to include being able to search by invoice number rather than just by policy number or name and this has been extremely helpful.
BindHQ - Accounting Perspective - Every Accountant's Dream.
I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.
It's inability to populate forms such as Surplus lines disclosures.
I love the intuitiveness of the system. It was very easy to learn how to use the functions I use on a daily basis.
My particular station is on a platform (right word?) that is in need of upgrading / updating and, as such, I am running into mechanical problems, but I assume a fix is coming.
It's user friendly interface, as well as it's ability to link with email.
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
It's a great way to keep files organized and to document all correspondence for any account.
The product is friendly for the end-user and pulling reports for analysis, bank reconciliations, & etc is easy as pie.
We recently got the search option updated to include being able to search by invoice number rather than just by policy number or name and this has been extremely helpful.
BindHQ - Accounting Perspective - Every Accountant's Dream.
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Bitrix24

4.2
830

100% free CRM, collaboration, and communication tool suite

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    3.9
    Features
    4.2
    Customer support
    3.9
Pros and Cons from Bitrix24 users   
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+15
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.
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.
Probably most of all I liked a good IP-telephony. It is convenient to use, easy to integrate.
Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.
I can run verity of project at the same time thanks to the amazing feature and tools that provided by Betrix24.
Storing and uploading a large size files is keep get interrupted and very frustrating experience with it.
As a CRM, cloud for documentation and message it works great and is at a very nice price.
Their employee performance report is just an eyewash, they don't have an employee reporting structure at all, what the biggest disappointment.
It is good for small startups because of its reasonable pricing compared to other CRM tools. Also the customization of the software feature is also a great one.
Definitely Not at all a matured technology with the failure to understand basics if it comes to the custom tab.
I like that it has a mobile app so that helps for the chat when you are not in the computer and someone needs to contact you.
They should also fix the integration feature, as some of the integration is not properly integrated and no data are shown in the software after it is connected.
It’s user friendly which is the best, and easy access also.
Some of the CRM tools is quite confusing to use and there no complete guide or documentation that can help me to study its functionality.
The most important thing that i look in project management software is the contact panel, and Bitrix24 has a very comprehensive contact panel.
It's quite reliable and useful for business management.
The pricing for smaller teams is affordable. Also has self hosted version with ability to integrate more functionality.
Bitrix offer a clean and minimalist user interface that is easy to navigate around it. It can be used to managing task and acted as a CRM to smoothing the customer support tools related.
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.
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.
Probably most of all I liked a good IP-telephony. It is convenient to use, easy to integrate.
Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.
I can run verity of project at the same time thanks to the amazing feature and tools that provided by Betrix24.
Storing and uploading a large size files is keep get interrupted and very frustrating experience with it.
As a CRM, cloud for documentation and message it works great and is at a very nice price.
Their employee performance report is just an eyewash, they don't have an employee reporting structure at all, what the biggest disappointment.
It is good for small startups because of its reasonable pricing compared to other CRM tools. Also the customization of the software feature is also a great one.
Definitely Not at all a matured technology with the failure to understand basics if it comes to the custom tab.
I like that it has a mobile app so that helps for the chat when you are not in the computer and someone needs to contact you.
They should also fix the integration feature, as some of the integration is not properly integrated and no data are shown in the software after it is connected.
It’s user friendly which is the best, and easy access also.
Some of the CRM tools is quite confusing to use and there no complete guide or documentation that can help me to study its functionality.
The most important thing that i look in project management software is the contact panel, and Bitrix24 has a very comprehensive contact panel.
It's quite reliable and useful for business management.
The pricing for smaller teams is affordable. Also has self hosted version with ability to integrate more functionality.
Bitrix offer a clean and minimalist user interface that is easy to navigate around it. It can be used to managing task and acted as a CRM to smoothing the customer support tools related.