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AgencyBloc AMS+ vs eWay-CRM Comparison (2026)

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Good recommendations?

AgencyBloc AMS+ logo

AgencyBloc AMS+

eWay-CRM logo

eWay-CRM

Overview

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.

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

  • 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

109

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

20

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

129

5

4

3

2

1

102

24

1

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

4.5

829

5

4

3

2

1

469

300

46

10

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
76%
would recommend this app

Pros

“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.”
TB

Tom B.

President

“It is inexpensive and has some texting and email functionality. ”
MG

Michael G.

President

“Random info comes over with no rhyme or reason. ”
MG

Michael G.

President

Pros

“We have the system customized to our needs, so we use it for absolutely everything — from marketing, inquiries, quotes, and client and supplier orders, to work logs, attendance, and invoicing based on completed work.”
PC

Petra C.

Operational Director

“We also have it connected with Pohoda (our invoicing software) and with our website — specifically the front page where clients register for training sessions.”
PC

Petra C.

Operational Director

“eWay-CRM is a practical and user-friendly tool that integrates seamlessly into my daily workflow, but some aspects of it feel outdated or limiting—particularly when it comes to reporting, performance, and the modern user interface.”
MR

Martin R.

Solution Design Engineer

Cons

“Teams knowledge was subpar. ”
MG

Michael G.

President

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

Brandon H.

Director of Client Relations

“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. ”
AM

Aimee M.

Administrative Assistant

Cons

“At the moment, I am experiencing an issue with the web version not saving newly created cases, which significantly limits usability. While this may be a temporary or technical issue, it affects workflow reliability and creates uncertainty when working with new data entries.”
AG

Alexandra G.

KAM

“Some details in compatibility when transforming the opportunity to project - for example the category; Also the mobile app is not matching in the user - friendliness and it is not usable for me, even though I would use it”
FB

František B.

Sales and technical manager

“eWay-CRM allows for easy management of documents and smooth Outlook integration. But, its plug in panel is functional somehow, it causes some rare complications for not always freshing the database and so it discourages some users in the process.”
AY

Aakriti Y.

Customer Relationship

  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last review2 days ago

Key features

  • Total features30
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Advocate Management
  • Agile Methodologies
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • Auto-Dialer
  • Autoresponders
  • Batch Processing
  • Bid Management
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Management
  • Buyer Management
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Change Order Management
  • Charting
  • Click Tracking
  • Client Management
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Commission Statements
  • Committee Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer Advocacy
  • Customer Database
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Deadline Management
  • Deal Management
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Drag & Drop
  • Drip Campaigns
  • Due Date Tracking
  • Dynamic Content
  • Email Alerts
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Management
  • Expense Tracking
  • File Management
  • File Sharing
  • Filtering
  • Financial Management
  • For AEC Industry
  • For Contact Centers
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Small Businesses
  • For Startups
  • Forecasting
  • Forms Management
  • Fundraising Management
  • Grant Management
  • Image Library
  • Insurance Management
  • Insurance Policy Management
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Issue Tracking
  • Job Costing
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Life & Health
  • List Management
  • MES
  • Marketing Automation
  • Meeting Management
  • Membership Management
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Optimization
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multiple Projects
  • Nonprofit Advocacy
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Policy Management
  • Portfolio Management
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Notifications
  • Real-Time Updates
  • Referral Tracking
  • Registration Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Subcontractor Management
  • Subscriber Management
  • Summary Reports
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Time Clock
  • Workflow Automation
  • Total features180
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Advocate Management
  • Agile Methodologies
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • Auto-Dialer
  • Autoresponders
  • Batch Processing
  • Bid Management
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Management
  • Buyer Management
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Change Order Management
  • Charting
  • Click Tracking
  • Client Management
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Commission Statements
  • Committee Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer Advocacy
  • Customer Database
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Deadline Management
  • Deal Management
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Drag & Drop
  • Drip Campaigns
  • Due Date Tracking
  • Dynamic Content
  • Email Alerts
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Management
  • Expense Tracking
  • File Management
  • File Sharing
  • Filtering
  • Financial Management
  • For AEC Industry
  • For Contact Centers
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Small Businesses
  • For Startups
  • Forecasting
  • Forms Management
  • Fundraising Management
  • Grant Management
  • Image Library
  • Insurance Management
  • Insurance Policy Management
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Issue Tracking
  • Job Costing
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Life & Health
  • List Management
  • MES
  • Marketing Automation
  • Meeting Management
  • Membership Management
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Optimization
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multiple Projects
  • Nonprofit Advocacy
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Policy Management
  • Portfolio Management
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Notifications
  • Real-Time Updates
  • Referral Tracking
  • Registration Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Subcontractor Management
  • Subscriber Management
  • Summary Reports
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Time Clock
  • Workflow Automation

Integrations

  • Total integrations7
  • 3CX
  • ClientCircle
  • Constant Contact
  • Ease
  • Ecomail
  • Employee Navigator
  • Five9
  • Intulse
  • Leady
  • Make
  • Microsoft 365
  • Microsoft Copilot Studio
  • Microsoft Outlook
  • Microsoft Power Automate
  • Microsoft Power BI
  • Microsoft SharePoint
  • Microsoft Teams
  • Poll Everywhere
  • QuickBooks Online
  • Tableau
  • TeamViewer ONE
  • WordPress
  • Zapier
  • Total integrations18
  • 3CX
  • ClientCircle
  • Constant Contact
  • Ease
  • Ecomail
  • Employee Navigator
  • Five9
  • Intulse
  • Leady
  • Make
  • Microsoft 365
  • Microsoft Copilot Studio
  • Microsoft Outlook
  • Microsoft Power Automate
  • Microsoft Power BI
  • Microsoft SharePoint
  • Microsoft Teams
  • Poll Everywhere
  • QuickBooks Online
  • Tableau
  • TeamViewer ONE
  • WordPress
  • Zapier