AgencyBloc AMS+ vs ClickUp

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

Clockify

Clockify is a time tracking app that helps teams track work hours across projects. For unlimited users, project and client managers can measure employee productivity, track the progress of every project and do all necessary reporting and administration work in one place.

Jira

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Asana

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

ClickUp is an all-in-one productivity platform that eliminates work silos. It's the hub where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more. 

By replacing inflexible and overlapping tools, ClickUp helps save one day each week!

Multiple Projects

Prioritization

Milestone Tracking

File Sharing

Kanban Board

Gantt/Timeline View

Issue Management

Resource Management

Time & Expense Tracking

Billing & Invoicing

Budget Management

Reviews for ClickUp come from a wide variety of industries, including marketing and advertising (13% of reviewers), information technology and services (10%), and computer software (9%). The most frequent use case for ClickUp cited by reviewers is project management (64% of reviewers).

Users and use cases

Most reviewers indicate ClickUp offers strong value for money, especially with its generous free plan and affordable paid tiers. Some users report that key features are restricted to higher-priced plans, and they find the pricing structure confusing.

Value for money

The ClickUp integrations most frequently cited by reviewers are: Slack (a team communication product rated 4.6 out of 5 for its integration with ClickUp), Google Calendar (a scheduling product, 4.8), and Google Drive (a cloud storage product, 4.8).

Integrations

ClickUp is a project management program offering key features such as task management, task editing, project planning/scheduling, task progress tracking, and support for multiple projects, among others.

ClickUp

iPad

Android

iPhone

monday.com

Notion

Basecamp

Wrike

Airtable

Todoist

Zoho CRM

Teamwork.com

Shortcut

Zoho Projects

Zenkit

Microsoft Teams

Toggl Plan

Remember The Milk

Free

Unlimited

Business

Enterprise

Recurring software glitches

On top, there are weird bugs (i.e. the "comma" key on the keyboard stops working) which are confirmed by ClickUp, but it appears they cannot solve it

55% of reviewers feel negative about ClickUp’s bugs and issues. Reviewers indicate that glitches, crashes, and unexpected errors occur across both desktop and mobile versions. Some users say that problems like unsaved changes, malfunctioning features, and server outages disrupt their workflow. They report that bug fixes can be slow, and new releases sometimes introduce additional problems. These recurring issues make it challenging for teams to rely on the platform for critical tasks.

Overwhelming and confusing alerts

36% of reviewers feel negative about ClickUp’s notification system. Some users report being inundated with excessive email and in-app notifications, making it hard to identify important updates. Reviewers say notification settings are difficult to configure, leading to missed or delayed alerts. They find that notifications can be poorly grouped, arrive late, or fail to direct them to the relevant task. This overload often results in users ignoring alerts altogether, risking missed deadlines or critical information.

Limited and unstable mobile experience

Proprietor

Limited mobile app features: Some users have reported that ClickUp's mobile app does not offer all of the features and functionality available on the web or desktop versions.

Founder + Creative Director

The mobile apps are dreadful and should not even be considered "beta" due to regular crashes and half-baked features.

40% of reviewers feel negative about ClickUp’s mobile app. Users think the mobile version lacks feature parity with the desktop app, making it difficult to access custom fields, advanced functions, or perform complex actions. Some reviewers say the interface is cluttered, unintuitive, and prone to crashes or lag. They find that navigation is cumbersome, and offline access is limited. These limitations hinder productivity for users who rely on mobile devices for task management.

Frequent lag and slowdowns

Head of Development

At times clickup suffers from intense lag, due to how the UI is setup to have everything viewable in a few taps, unfortunately this means that the UI frequently runs slowly even on high memory machines

Digital Marketer

Some of the issues we faced are its extremely poor loading speed, the ongoing downtime, the unpleasant glitches, and the unfinished features.

77% of reviewers feel negative about ClickUp’s performance and speed. Some users report slow load times, laggy interfaces, and delays when processing large tasks or navigating complex projects. Reviewers indicate that frequent updates sometimes introduce new bugs or cause instability. They find that slow synchronization, especially on mobile and during high activity, disrupts workflow and can lead to data not saving or requiring page refreshes. These issues are particularly frustrating for teams managing time-sensitive work.

Highly customizable workflows

Health Coach

Gives alot of flexibility in how each team member can track their own work in a way that  work best for them .Highly customizable tool in a way that we are able to adjust and change to fit our specific  needs.

98% of reviewers feel positive about ClickUp’s flexibility. Reviewers appreciate that the platform allows them to tailor workflows, task structures, and project organization to fit their unique business or personal needs. They find the customization options extensive, enabling adaptation for various industries and use cases. Some users say the ability to add custom fields and metadata makes it easy to centralize all work in one place. They indicate that this adaptability supports both individual and team preferences, making the tool versatile for different management strategies.

Boosts individual and team output

Tech. Manager and Software Arch

ClickUp enables users to deal with a collection of tasks at the same time, which boosts productivity while decreasing time and effort, particularly when compared to the amount of time and effort previously spent on office work by all members of a work team.

Product Manager

The ability to have our entire team in a single tool for daily task management was a massive game changer for our company's daily productivity.

95% of reviewers feel positive about ClickUp’s impact on productivity. Some users report that having all tools in one place, including task management, time tracking, and automation, streamlines their workflow and saves time. Reviewers indicate that features like subtasks, dependencies, and customizable views help them organize and prioritize work efficiently. They say that integrating with other apps and robust reporting further enhances productivity, allowing teams to focus on high-value tasks and reduce manual effort.

Streamlined team communication

Software Developer

The platform also includes collaboration features such as commenting and real-time editing, allowing teams to easily communicate and collaborate on projects.

Planning and project control engineer

ClickUp has allowed me to stay connected and collaborate with my team on multiple projects, most significantly uploading and sharing various files linked to the project without using any third party upload sites.

97% of reviewers feel positive about ClickUp’s team collaboration features. Users think the platform centralizes communication by offering real-time chat, comments, file sharing, and collaborative document editing. Some reviewers say the ability to assign tasks, track updates, and share feedback within the platform reduces the need for external tools and keeps everyone aligned. They find that these features help remote and in-office teams stay connected, manage responsibilities, and maintain transparency across projects.

Comprehensive task oversight

Marketing Director

Task management is very customizable, allowing me to manage projects and keep track of them by adapting them to the priorities of the tasks I want to complete in less time.

93% of reviewers feel positive about ClickUp’s task tracking capabilities. Reviewers find the platform’s variety of views, customizable fields, and time tracking features make it easy to monitor progress and deadlines. Some users say they can efficiently assign responsibilities, track completion rates, and generate reports for management. They appreciate the ability to handle multiple projects, set reminders, and adapt workflows to team priorities, which helps ensure nothing falls through the cracks.

General manager

We’ve integrated it with QuickBooks for a custom invoice approval process that submits receipts and invoices to be paid to the receipts queue.

I can set permissions in ClickUp appropriate for what I need, communicate seamlessly, and track every little idea that pops into my head and keep those organized rather than in a million different phone or sticky notes.

Marketing Coordinator

The collaboration and automation of the processes between the teams is amazing, and we can automatically delegate the marketing design work each time a new event contract is signed.

Territory Account Exec

We needed something exactly like Click Up where if you are collaborating on a project, you can assign tasks, a due date, can track how far the task is and can attach files as well.

Cinema technician

I can easily set a calendar with all the tasks we need to do, so we can collaborate to multiple projects, helping us to automate the working process.

IT Manager

The built-in time tracking, automation rules, and integrations with tools like Slack and GitHub make collaboration seamless, which is essential for our offshore teams.

marketing manager

It is a powerful project management platform with a lot of flexibility, which makes it a strong option for teams that need detailed organization and customizable workflows. While it can take some time to get fully comfortable with the platform, once everything is set up properly it can be very effective for keeping projects on track and improving visibility across teams.

AgencyBloc AMS+ vs ClickUp Comparison (2026)

AgencyBloc AMS+

ClickUp

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives