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AgencyBloc vs Salesforce Sales Cloud Comparison
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Overview
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using...
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
75
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
4.4
17.5K
9.5K
6.1K
1.4K
259
154
- Value for money
- Ease of use
- Features
- Customer support
Pros
Pros
Cons
Cons
Oliver L.
Key features
- Total features24
- "What If" Scenarios
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Cataloging/Categorization
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Service Analytics
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- ERP
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- FAQ
- Field Sales Management
- Financial Management
- For AEC Industry
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Graphical Data Presentation
- Inbox Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Life & Health
- Listing Management
- Live Chat
- MES
- Maintenance Management
- Marketing Automation
- Material Requirements Planning
- Medical History Records
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Marketing
- Multi-Currency
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Physician Management
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Presentation Tools
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quality Management
- Quotes/Estimates
- Real Time Analytics
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Recommendations
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Escalation
- Role-Based Permissions
- Routing
- Safety Management
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Shipping Management
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Subcontractor Management
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Training Management
- Transaction Management
- Version Control
- Visual Analytics
- Warranty Tracking
- Web-based Deployment
- Workflow Management
- XML/RSS
- Total features207
- "What If" Scenarios
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Cataloging/Categorization
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Service Analytics
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- ERP
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- FAQ
- Field Sales Management
- Financial Management
- For AEC Industry
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Graphical Data Presentation
- Inbox Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Life & Health
- Listing Management
- Live Chat
- MES
- Maintenance Management
- Marketing Automation
- Material Requirements Planning
- Medical History Records
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Marketing
- Multi-Currency
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Physician Management
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Presentation Tools
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quality Management
- Quotes/Estimates
- Real Time Analytics
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Recommendations
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Escalation
- Role-Based Permissions
- Routing
- Safety Management
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Shipping Management
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Subcontractor Management
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Training Management
- Transaction Management
- Version Control
- Visual Analytics
- Warranty Tracking
- Web-based Deployment
- Workflow Management
- XML/RSS
Integrations
- Total integrations7
- Adobe Commerce
- Dropbox Business
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrations1317
- Adobe Commerce
- Dropbox Business
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
Alternatives
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User reviews that mention these apps
Deborah M.
Used daily for 2+ years
Review source
Share this review:
It is designed around what information I need to track for my customers so the reports are helpful. I am so glad I am not paying for more than I needed. I looked at Salesforce but it was too much for a small agency like mine. When my general agency recommended Agencybloc, it was perfect.
The only feature I like least is the reporting. Takes a lot of time to figure out how to get the end result that we need for labels, forms, or other papers. We do not take the time to look at training or call, but I am sure if we did it would help.
Jay B.
Review source
Share this review:
Buy and use it as you will be pleased
We love all of Agency Bloc as it has changed they way we do business not only for E&O reason's but also for customer sales f/u and especially our f/u on claims. Our tracking of clients and prospects for future sales has improved our bottom line. 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. David and his group are excellent.
absolutely none
Jamie D.
Insurance, 1-10 employees
Used daily for less than 6 months
Review source
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Everyone we have worked with has been great! From the sales demo and getting all our questions answered, to the initial set up, to commission training, etc., everyone has been patient with our hundreds of questions.
This software program is outstanding! There are too many features to list however, the one that stands out the most is the commission tracker. Just importing commission statements each month and AgencyBloc automating that part of our job is priceless. Instead of searching through statements or spreadsheets, I can quickly run a report in AgencyBloc and see exactly who we are missing commissions for each month.
As with any software or new program, the least likeable thing is the time it takes to get everything set up and going. Even though this is a "con", I can say since AgencyBloc syncs with another system we use for client data, getting the client and/or carrier information in the system wasn't hard. It just takes some upfront time, as it will with any system.
Renee W.
Insurance, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
We have been very satisfied with Abloc. Even with work arounds it has very much helped us streamline our daily work flows. And now that the Sales Pipeline is available, we are better able to track our leads even better than we had hoped for.
We had been looking for a better way to keep track of any and all actions that had occurred on a client's policy. Abloc gave us the ability to track all activities and have an easy way to find the history for any action taken over time.
Tracking leads was a huge issue for us. We felt hindered on being able to track a lead from first contact to issued policy in a way that worked for us.
Donita S.
Insurance, 11-50 employees
Used daily for 2+ years
Review source
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I can not say enough praise for the AgencyBloc support team. I have had extensive conversations and had them walk me through how to create work flows, sales pipelines, and reporting. Everyone I have worked with is extremely knowledgeable, patient, and so very helpful.
The commission upload feature is one of my favorite parts of this program. I had spent two years manually calculating for our office. When I called and spoke to the customer service team, they walked me through how to set it up and how to use it and it has saved me a tremendous amount of time. The newest update that allows for keeping statement dates of the reports within the agent report dates was another bonus.
The way that the imports works with the existing policies to match them up can be frustrating at times and I would like to see the option (at some point) to be able to do edits on the policy or be able to control the override of information from the import so eliminate the need to go back in and change information back on the policy detail page.
Sophia G.
1-10 employees
Used other for 1-2 years
Review source
Share this review:
This CRM can be customized to almost any business model. Dashboard gives a great overview of current view. Offers marketing tools and automated contact with clients. Easy to upload your database into this CRM. Customer service is great at helping through this process. Offers commission reconciliation, lead management, automated workflow. Completely cloud based so it can be accessed from anywhere. Demo is available without having to purchase.
Could use more customizing when it comes to health policies that are enrolled ON Exchange. Certain information that is needed to manage ON Exchange policies can not be linked. Otherwise a great platform.
Vicki C.
Review source
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I am an independent life insurance agent and sought out away to better organize my business. Agency Bloc has help me to become more organized and to track my sales and commissions very effectively. I was given a personal training session on how to use the software and David Kline has always been quick to reply to any of my questions. I am very pleased!
No pros were added to this review
No cons were added to this review
Morten R.
Insurance, 11-50 employees
Used daily for 6-12 months
Review source
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I like the fact that it is a cloud based system with the ability to easily add custom fields. I also very much like the built in ability to do mass emails/email-drops as well as some built-in automatic workflow functions. Commission importing is also very easy and time saving. 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.
We had used a different software for more than a decade and I may be biased because of that. There is a feature, related to how AgencyBloc has products set up, that I am not keen on. However, it is not a major issue for our work and use of the system.
Kathy T.
Financial Services, 11-50 employees
Used weekly for 1-2 years
Review source
Share this review:
We use it to consolidate our fixed insurance commission reports and pay the advisors. This keeps track of sales, trails and even other expenses that we can manually enter. It has solved a lot of issues in trying to provide statements from our office vs. using Excel and having to keep track of everything we need to add and remember to look up (i.e., older insurance trails, etc.). We revised our workflows to make sure the data is entered accurately up front, and then it's smooth sailing.
The ease of consolidating and reporting information. 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... We are small, but the Advisors love the reports compared to what we provided before. And we are no longer spending hours tracking and reporting information for them.
I can't think of anything really. It does a great job at what it's supposed to do. Really it does.
Maria O.
Review source
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It is fairly easy to use, basically fill in the blanks and attach your files as needed. The system allows you to log in and out as needed to access your client database without having to worry. I recommend to my agents to save the PDF files to AgencyBloc and delete them off their desktop for security. The hardest part is to get Agents to actually input the data, which is typical of a good sales person they can sell but hate paperwork. It's wise to have the agents pay the cost for data entry.
No pros were added to this review
No cons were added to this review
Dominic S.
Review source
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We are a growing ancillary General Agent who was in need of a more robust database and tracking system. We were previously using Microsoft Access to track our agents quotes and service issues but that limited us to one user and was not cloud-based. We added another employee and it is imperative that all members of the team can see the activities and notes from the different groups we manage. Agency...
No pros were added to this review
No cons were added to this review
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