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AgencyBloc AMS+ vs HubSpot CRM Comparison (2026)
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Salesforce Sales Cloud
4.4
Zoho CRM
4.3
Good recommendations?
AgencyBloc AMS+
4.7
(129)5
102
4
24
3
1
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
HubSpot CRM
4.5
(4.4K)5
2.7K
4
1.3K
3
241
2
50
1
37
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
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.
HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.
- 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
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 app4.5
4.4K
5
4
3
2
1
2.7K
1.3K
241
50
37
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this appPros
“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
“Having CRM, marketing automation, and customer service tools integrated into a single platform means your data stays connected - contact records, campaign interactions, and support history are all visible in one place, creating a much more coherent view of the customer journey.”
Krystal M.
People Operations
“I appreciated HubSpot's user-friendly design, powerful automation workflows, robust reporting, and seamless alignment between marketing and sales teams.”
CG
Christian G.
Marketing Operations Manager
“It makes it easy to manage contacts, companies, deals, and communication history, giving the entire team clear visibility into customer interactions and sales activities.”
Andrea L.
Innovation Manager
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
“The pricing structure is complex, and costs can escalate significantly as you add features, hubs, or users - making it difficult to predict what you'll actually end up paying.”
Krystal M.
People Operations
“Over time, more features that many teams would consider fairly basic are being moved behind extra paid tiers. As your usage grows, it becomes harder to stay on lower plans without running into limitations, which can increase costs faster than expected.”
MS
Martina S.
VP
“Hubspot does not allow to have several phone numbers for one customer and only allow to have up to two email addresses for each customer.”
IL
Ina L.
Insurance Advisor
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review15 days ago
Key features
- Total features30
- AI Copilot
- AI Text Generation
- API
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management
- Channel Management
- Client Management
- Collaboration Tools
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- For Insurance Industry
- For Mac Devices
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Life & Health
- Live Chat
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-step Planning
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Referral Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Search/Filter
- Segmentation
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Support Analytics
- Tagging
- Task Management
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- User, Role, and Access Management
- Workflow Automation
- Workflow Capability
- Workflow Management
- Total features137
- AI Copilot
- AI Text Generation
- API
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management
- Channel Management
- Client Management
- Collaboration Tools
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- For Insurance Industry
- For Mac Devices
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Life & Health
- Live Chat
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-step Planning
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Referral Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Search/Filter
- Segmentation
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Support Analytics
- Tagging
- Task Management
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- User, Role, and Access Management
- Workflow Automation
- Workflow Capability
- Workflow Management
Integrations
- Total integrations7
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientCircle
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drift
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease
- Ease.io
- Efficy CRM
- Emma by Marigold
- Employee Navigator
- Eventbrite
- Five9
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GetResponse
- Getsitecontrol
- Gmail
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Sheets
- Google Workspace
- Gravity Forms
- Groove
- Grow
- Help Scout
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Intulse
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- ZoomInfo Sales
- Zoomph
- dotloop
- noCRM
- weclapp
- Total integrations194
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientCircle
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drift
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease
- Ease.io
- Efficy CRM
- Emma by Marigold
- Employee Navigator
- Eventbrite
- Five9
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GetResponse
- Getsitecontrol
- Gmail
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Sheets
- Google Workspace
- Gravity Forms
- Groove
- Grow
- Help Scout
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Intulse
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- ZoomInfo Sales
- Zoomph
- dotloop
- noCRM
- weclapp
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