AgencyBloc AMS+ vs Bitrix24

Salesforce Sales Cloud

Dynamics 365

Jobber

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Jobber is field service management software that helps home service businesses stay organized and deliver great customer experiences. With AI tools like Jobber Copilot and automated marketing features, teams can manage more work while delivering five-star service.

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Activity Tracking

Contact Management

Document Management

Policy Management

AgencyBloc AMS+

Linux

Windows

Web-based

Trello

Smartsheet

 Grow

President

It is inexpensive and has some texting and email functionality.  

Random info comes over with no rhyme or reason.  

The most important feature that i enjoy from Agency bloc is the workflow feature that helps me to never miss a sales opportunity from my Medicare prospect list for people turning age 65.

Administrative Assistant

I don't really like the feature where we have a husband and wife both have separate policies and accounts, so I don't want to merge the contact, so I wish I could dismiss that comment on the page and it not ask me that again.   

Director of Marketing

You are unable to change setting for workflows once someone has gone through, so you have to inactivate the workflow and start over anytime you want to make a change.

Manager / VP

to our data migration supervised by [sensitive content hidden], to the support we receive from our Client Success Manager [sensitive content hidden], to the training offered by [sensitive content hidden], we have just been truly amazed by the amount of support we receive and the attention to detail that everyone we have dealt with provides.

Also, my husband is the insurance agent and I am on the administrative side of the company, so it's unfortunate that we can't both be logged into AgencyBloc at the same time under 1 log in.  

I enjoy being able to run the commission report every month to see which policies we didn't have a payment on.

We want all of our agents to succeed so being able to have one centralized location of seeing their activity has been a great help.   

We really liked the upgrade to AMS+, especially being a Medicare Agency!

Director of Client Relations

Lead conversion does not appear to leave a reportable record so far to be able to track conversion KPIs.

Project Management and Marketing

Our company benefits most from these functionalities within the AB system:All aspects of the client management components - Custom Fields have served us wellReporting - both preset reports and the custom reports are important to our businessCommissions - entry and reporting are critical to us managing distribution accuracy

I enjoyed having someone that we could reach out to personally and would take the time out of their day to help me with any questions, [sensitive content hidden] was a great onboarding instructor. If we couldn't figure out a solution she would find the answer and get back with me.  

I use that page to upload a lot of our agents leads on there.  

Owner / Broker

I became an AgencyBloc customer before I had a single client or a single lead to enter into the database.

We would have to pay for another user account and we just feel like that expense isn't necessary.  

We like that we are able to make sure that we are compensated for all of our policies.  

Very user-friendly, efficient, and organized!

Social Media Manager/ Sales Associate 

The product is amazing, it makes our entire AEP season go smoothly and creates an environment that is stress-free when we need it most!

Contracting and Licensing

Friendly and very informative on any question or issue

I personally feel that there are a few things that could be adjusted better to help us as an agency.  

Agent Owner

There are a few things I would like it to do for instance if I am working a case I would like the projected due date to remind me in an email to me.  

Office Administrator

I am the Office Administrator for our agency and we have 8 agents.  

Partner

onboarding process was very difficult, lack of onboarding support

if your a busy agency owner it will be extremely tough to onboard.

We have 4 new agents using this program.  

I was able to use it immediately and the best part was that I had help from Agency Bloc to download my clientele.

Not being able to attach links to Workflows is a bit of a bummer.

I have also requested that some changes in the Commissions Not Received Report would be helpful in following up and resolving those issues

Trying to learn how to create Workflows had a bit of a learning curve.

Project Manager

We are still learning about new ways to use the service and the customer service line has always been there to help.

Licensed Medicare Advisor

The Main Detail page houses all pertinent client info, and then the tabs at the top make it easy to move to Policies and Activities.

We are very happy with the service and are always excited to learn about more features and improvements as it gets better every year.

Executive Assistant / Account Manager

I have had extensive conversations and had them walk me through how to create work flows, sales pipelines, and reporting.  

Admin

i find it fast and rapid to put the data in that I need to and to pull the reports that I need.

VP of Sales

It looks nice, but for me, that's where it stops at.

Customer Services Manager

We had been looking for a better way to keep track of any and all actions that had occurred on a client's policy.  

Sales

Vice President

Yes, you will have to learn some items and how they can work for you but there are video to watch and staff willing to help you out.

The commission upload feature is one of my favorite parts of this program.  

The ability to customize it to meet our needs.

Owner/Manager

Payroll tracking is amazing and ties right to data tracking all in one program.  

Agent

One of those things is that i am unable to track a state license under a agency.

I use this software everyday and it is user-friendly and intuitive.  

Would like to have more ability to share information at different management levels without giving admin access.  

MANY MANY features to fit different needs of how people may manage their own business.  

Admin Assistant 

There was one point where I email [SENSITIVE CONTENT HIDDEN] everyday for a few weeks and she would ALWAYS reply in about 10 minutes.

There are too many features to list however, the one that stands out the most is the commission tracker.   

I can not say enough praise for the AgencyBloc support team.  

Commission Tracking

Customer Support

Ease of Use

Agency Management

Information Updates

Agent Access

Training and Learning Curve

Client Information Management

Bugs and Issues

Email Marketing

Freelancers

Large Enterprises

Small Business

Mid-size Business

AgencyBloc

monday.com

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Bitrix24 voted #1 free online CRM software. 100% free with unlimited records, sales automation, telephony and email marketing. Over 12 million companies are using Bitrix24. Bitrix24 is available in cloud and on-premise with open source code access.

Task Management

Reminders

Calendar Management

Marketing Automation

Email Management

Workflow Management

Opportunity Management

Reporting/Analytics

Lead Qualification

Pipeline Management

Segmentation

Reviews for Bitrix24 come from a wide variety of industries, including marketing and advertising (11% of reviewers), information technology and services (9%), and computer software (8%). The most frequent use case for Bitrix24 cited by reviewers is task management (44% of reviewers).

Users and use cases

Most reviewers indicate Bitrix24 provides strong value for money, especially praising its comprehensive free plan and competitive paid options. However, some users report recent price increases, confusing pricing, and costly upgrades for advanced features or support.

Value for money

The Bitrix24 integrations most frequently cited by reviewers are: Google Calendar (a scheduling product rated 4.8 out of 5 for its integration with Bitrix24) and Google Drive (a cloud storage product, 4.9).

Integrations

Bitrix24 is a CRM program offering key features such as contact management and task management, among others.

Bitrix24

Android

iPad

iPhone

Chromebook

Zoho CRM

Pipedrive

HubSpot CRM

HubSpot Marketing Hub

Basecamp

Odoo 

Kommo

ClickUp

Insightly

Asana

Microsoft Teams

monday CRM

SugarCRM

Zendesk Suite

Keap

Free

Basic

Standard

Professional

Enterprise

Frequent performance slowdowns

Marketing Expert

Your website will be slow if you will use widgets, like openlines and etc.

82% of reviewers feel negative about Bitrix24’s performance and speed. Users report that the platform often experiences slow loading times, laggy interfaces, and delayed notifications, especially when using heavy widgets or the mobile app. Reviewers indicate that these slowdowns disrupt productivity and can hinder daily operations. Some users mention that server instability and frequent crashes are problematic, particularly during peak usage. They also note that the complexity of the software can contribute to sluggish performance, making routine tasks take longer than expected.

Problematic email functionality

Digital Marketing Manager

The system doesn't very well integrate with Gmail/outlook.

52% of reviewers feel negative about Bitrix24’s email features. Users report frequent delays in sending and receiving emails, confusing configuration processes, and unreliable integration with external email providers. Reviewers indicate that automated email functions can be difficult to manage, and mass email tools lack robust template editors and analytics. Some users mention that email alerts and notifications are inconsistent, and the webmail client is underdeveloped. They also highlight issues with email marketing capabilities and challenges in attaching or exporting emails.

Complicated account management

Fachinformatiker 

They should be careful because its against GDPR to not delete user data including the account on request.

Operation Head

Employees time spent on Bitrix24 is not there on the std module, these are bare min basic features If you have dismissed an employee from an organization or any employee has left, you cannot remove that person from Bitrix24

54% of reviewers feel negative about Bitrix24’s user account management. Users say that managing user roles, permissions, and profiles is cumbersome and unintuitive. Reviewers indicate that removing users or deleting accounts is difficult, and some express concerns about data privacy and compliance. They mention that onboarding new users requires significant effort, and the administrative interface is not user-friendly. Some users also report issues with account access, password management, and limited customization of user rights, which complicates daily administration.

Persistent bugs and glitches

79% of reviewers feel negative about Bitrix24’s reliability due to frequent bugs and issues. Reviewers indicate that recurring glitches affect core functions like notifications, data synchronization, and user sessions. Users say that system crashes, lost data, and malfunctioning features disrupt workflows and cause frustration. Some reviewers highlight that updates or fixes are slow to arrive, and basic tasks can be complicated by technical problems. They find that the abundance of bugs makes onboarding and daily use more challenging for teams.

Slow and unhelpful support

56% of reviewers feel negative about Bitrix24’s customer support. Users report that support responses are often delayed, sometimes taking days or even weeks to address issues. Reviewers indicate that answers are frequently unclear or unhelpful, with support staff redirecting users to documentation rather than providing direct assistance. Some users mention difficulties in reaching support outside standard business hours and challenges due to time zone differences. They also express frustration with unresolved tickets and a lack of proactive communication from the support team.

Integrated social network features

Information Communication Technology Coordinator

The optimal network layout and the premise of integrated social media feeds are two of Bitrix's significant strengths. If the software's price had not swayed us, I might well have anticipated our being able to adapt it to our needs.

92% of reviewers feel positive about Bitrix24’s social network integration. Reviewers appreciate that the platform connects with major social media channels, allowing for centralized management of communications and marketing campaigns. Users say the interface feels familiar, resembling popular social networks, which makes it engaging and easy to use. Some users mention that the internal activity stream and social-style updates help keep teams informed and foster a collaborative environment. They also value the ability to automate marketing tasks and manage multiple social accounts from within the platform.

Comprehensive collaboration platform

Senior Software Engineer

Bitrix24 is an outstanding CRM meant for social collaboration and for managing interactions with clients and team members. When we deployed Bitrix24 at work, we are able to collaborate with project teams more efficiently and get informed about the ongoing tasks in real-time.

95% of reviewers feel positive about Bitrix24’s team collaboration capabilities. Users think the platform’s shared workspaces, activity streams, and document management features make it easy to coordinate tasks and projects. Reviewers appreciate the ability to assign roles, share files, and track progress in real time, which they say improves teamwork and productivity. Some users find the platform flexible, supporting both cloud and on-premises deployments, and note that it is suitable for businesses of various sizes. They highlight that collaboration tools help unify remote teams and streamline workflows across departments.

Robust task management suite

I really like the ability to create projects, assign tasks and set deadlines in an efficient and orderly way, it has allowed me to keep a clear track of all activities and make sure everyone is aware of their responsibilities.

88% of reviewers feel positive about Bitrix24’s task management tools. Users think the platform’s ability to assign, track, and monitor tasks in real time helps teams stay organized and meet deadlines. Reviewers indicate that features like time tracking, analytics, and automated workflows improve efficiency and accountability. Some users highlight the convenience of managing multiple projects and tasks in one place, noting that it supports unlimited teams and tasks. They find the task management suite useful for coordinating responsibilities and ensuring everyone is aware of their roles.

Unified team communication tools

Supply Chain Managing Officer

It has good communication channels like instant messaging, video and audio calling and files sharing which makes it easy for us to keep every updated and on the know.

Musician 

This program is very good for project management, it is very complete, the functionalities are very successful in the world of work, with this tool you can maintain communication with your work team in real time, send files and monitor what they are doing.

96% of reviewers feel positive about Bitrix24’s team communication features. Reviewers indicate that the platform enables real-time messaging, video calls, and file sharing, which streamlines internal communication and keeps everyone updated. Users say having all communication channels in one place reduces the need for external apps and helps teams stay organized. Some reviewers appreciate the integration of communication with project and task management, making collaboration more efficient. They find it valuable for remote teams, allowing seamless interaction regardless of location. Users also mention that the communication tools contribute to increased productivity and operational efficiency.

All-in-one project management

SEO Manager 

It offers a wide range of tools for project management, including task management, time tracking, resource scheduling, and more.

Software Development Manager

The project management feature of Bitrix24 is the most impactful feature, it gives more controls to the managers for the activites of the responisble persons and more insight to the employee about the ongoing and upcoming tasks.

87% of reviewers feel positive about Bitrix24’s project management capabilities. Reviewers say the platform offers a wide range of tools, including Kanban boards, Gantt charts, and resource scheduling, which help manage projects from start to finish. Users appreciate the visual dashboards and customizable views that provide clear overviews of project status. Some users mention that the integration of project management with communication and CRM tools makes it easier to collaborate and track progress. They find the solution adaptable for different project sizes and needs.

Director

This will benefit your business in the long-term as you will look to utilise the 35+ functions - saving loads on additional subscriptions for Video Calling, E-Signatures, Cloud Storage, just to highlight a few.

HR Manager

I like that Bitrix24 has an intuitive interface that allows users to customize with ease to match their desired features.

Graphic Designer

Bitrix24 offers a lot of features in one platform, from project management to communication and CRM.

Brokerage Operations Specialist

Support can be limited with the app and they often guide you to their FAQ or support pages rather than having tailored support.

Managing director

It would also be very useful if Bitrix24 could support UPI payment automation (PhonePe, Google Pay, Paytm, etc.) since UPI is the most common payment method in India.

AgencyBloc AMS+ vs Bitrix24 Comparison (2026)

AgencyBloc AMS+

Bitrix24

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives