AgencyBloc AMS+ vs monday.com

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.

Join more than 152,000 customers who plan, manage, and track projects smarter with monday. com - the customizable platform built to adapt to your way of working. Streamline workflows with no-code automations, centralize work by integrating your favorite apps, and collaborate in real-time. 


Multiple Projects

Prioritization

File Sharing

Gantt/Timeline View

Kanban Board

Time & Expense Tracking

Milestone Tracking

Issue Management

Billing & Invoicing

Resource Management

Budget Management

Reviews for monday.com come from a wide variety of industries, including marketing and advertising (11% of reviewers), computer software (7%), and information technology and services (6%). The most frequent use case for monday.com cited by reviewers is project management (60% of reviewers).

Users and use cases

Some users report that monday.com’s free plan and trial help them test basic features, and reviewers appreciate the flexible pricing tiers for small teams. However, some users say paid plans are expensive and restrictive, especially for individuals.

Value for money

The monday.com integrations most frequently cited by reviewers are: Slack (a team communication product rated 4.7 out of 5 for its integration with monday.com), Gmail (an email management product, 4.7), and Google Drive (a cloud storage product, 4.7).

Integrations

monday.com is a project management program offering key features such as project planning/scheduling, task management, task progress tracking, and workflow management, among others.

monday.com

iPad

Android

iPhone

Wrike

Airtable

Basecamp

Notion

ClickUp

Bitrix24

Microsoft Teams

Google Sheets

Microsoft Excel

Miro

Todoist

Zoho CRM

Free

Basic

Standard

Enterprise

Occasional lag and slowdowns

manager

Lastly, it's worth mentioning that Monday.com relies on a stable internet connection to function properly, so if the internet connection is weak or unreliable, it can cause problems such as slow performance, dropped connections or even lost data.

67% of reviewers feel negative about Performance and Speed in Monday.com. Users report experiencing lag, slow response times, and delays when navigating large boards or handling significant amounts of data. Some reviewers say these slowdowns disrupt their workflow, especially during time-sensitive tasks or when multiple users are active. They indicate that performance issues are more noticeable with complex projects, heavy document uploads, or unstable internet connections. Many find that these interruptions can reduce productivity and cause frustration during daily operations.

Limited mobile app functionality

Data Scientist

There have also been many cases where the mobile app doesn't function as well as the desktop version, which is frustrating when trying to manage tasks on the go.

Capture Manager

Additionally, the mobile app can be glitchy and lacks some important desktop features, making it difficult for remote team members to stay on top of their tasks.

42% of reviewers feel negative about the Mobile Version of Monday.com. Users indicate that the mobile app lacks many features available on the desktop version, making it less suitable for managing tasks on the go. Reviewers mention that the app can be glitchy, slow, or unintuitive, with difficulties in navigation, editing, and viewing boards. Some users find the interface inconsistent between devices and report that key functions are missing or harder to access. Many feel that these limitations hinder productivity for remote or mobile team members.

Recurring bugs and glitches

Additionally, when searching online for reviews of Monday.com, you are unable to find any unless they are listed on their website, all showing positive and gleaming reviews, of course. When you go to Reddit, Facebook, etc. you find true reviews of people trying to spread the word that their platform consistently crashes.

journalist 

Occasionally the app crashes, I believe there are bugs which cause the crash.

52% of reviewers feel negative about Bugs and Issues in Monday.com. Users report encountering system glitches, occasional crashes, and problems with certain features such as search, reporting, and integrations. Some reviewers mention difficulties with language translations, exporting data, or updating tasks. They say that these technical issues can disrupt work, make it harder to find information, or cause confusion among team members. Many users feel that while some bugs are minor, recurring problems can impact reliability and user confidence.

Overwhelming and rigid notifications

Reliability Engineer

The mailing and subscription is killing me, even when adjust the mailing setting it keeps sending statuses and other info on daily basis, and for that I needed to shut down it all.

40% of reviewers feel negative about Email Notifications in Monday.com. Users say the notification system can be overwhelming, with excessive or poorly organized alerts that clutter inboxes and distract from important updates. Reviewers mention difficulties in customizing notification preferences, managing alerts across multiple boards, and integrating with email providers like Gmail or Outlook. Some users report missing critical notifications or finding it hard to track relevant messages. Many feel that the current setup complicates communication and makes it harder to stay focused on key tasks.

High and restrictive pricing structure

University Intern 

The pricing can be a barrier for small businesses or teams with tight budgets, as the fees can be relatively high, especially when advanced features are required.

Delivery Lead

In reality I didn't continue using it as my trial period ended and I was looking for a tool for my individual use and the license I had to pay was for three or 4 extra users which increased the cost too much for my budget.

54% of reviewers feel negative about Pricing in Monday.com. Users frequently mention that the subscription costs are high, especially for small teams or individual users. Reviewers indicate that advanced features and integrations are often locked behind higher-tier plans, making it difficult for budget-conscious organizations to access full functionality. Some users express frustration with the minimum seat requirements and the lack of affordable options for freelancers or small businesses. Many feel that the cost increases rapidly as team size or feature needs grow.

Versatile platform adaptability

Customer Service Manager

I love the flexibility and the way boards can be created to cater for different needs.

94% of reviewers feel positive about Flexibility in Monday.com. Users note that the platform is highly adaptable, allowing them to customize boards, workflows, and views to fit diverse business needs. Reviewers appreciate that the software can be tailored for different industries, roles, and project types, making it suitable for a wide range of use cases. They say the flexibility supports scalability as organizations grow and enables creative solutions for unique processes. Many users value the ease of integrating with other tools and adjusting configurations as requirements change.

Comprehensive organization features

Love how it organizes my thoughts not just via app but also life in general. Since i cant use this at the office (because we rarely use outside apps), i can now develop my own organized to do lists at work and feel more organized because monday teaches you how to use that muscle.

94% of reviewers feel positive about Organization in Monday.com. Users report that the platform helps them keep projects, tasks, and information well-organized in one place. They appreciate the ability to create to-do lists, manage schedules, and document progress, which supports both individual and team productivity. Reviewers indicate that the visual and flexible interface makes it easy to structure work, share documents, and track activities. Many find that having a centralized hub for organizing daily operations and long-term projects reduces chaos and enhances efficiency.

Highly customizable workflows

sale manager

The flexibility to create tailored workflows, coupled with visual tools like timelines and boards, enhances productivity and keeps everyone aligned and organized.

Leadership Development Specialist

What I like most about Monday.com is its flexibility, allowing users to tailor workflows and dashboards to fit their specific project needs, which significantly enhances team efficiency and organization.

96% of reviewers feel positive about Workflow in Monday.com. Users say the platform’s flexibility to create and tailor workflows to specific project needs is a major benefit. They appreciate the visual tools, such as boards and timelines, which help teams organize, automate, and track tasks in real time. Reviewers indicate that workflow customization boosts productivity, allows for seamless integration with other tools, and supports automation of repetitive processes. Many users report that these features enable them to manage complex projects and adapt workflows as business requirements evolve.

General Manager

we encountered more and more buggy behaviour on Scale using Monday.com to a point where we canceled the subscription. But then the horror happened. When the plan is canceled EVERY team member (Employee) will see a big warning banner EVERY SINGLE DAY saying: "Your plan's renewal has been cancelled and you will be blocked on August 6, 2025".- this is a huge NO GO and Customer service said there is nothing to do to prevent this from showing to every team member.

Operations Manager

It’s a flexible and powerful platform that helps us organize workflows, improve team visibility, and manage operations more effectively. While advanced setups can require ongoing maintenance, it has been very valuable for keeping our processes structured and centralized.

Instructional Designer

The customizable boards, automation features, and multiple views (Kanban, timeline, calendar, dashboard) allow teams to tailor workflows to their needs.

The automation builder saves time by minimizing repetitive tasks, and its integrations with tools like Slack, Google Drive, and Salesforce improve productivity.

Freelancer

The platform is highly customizable, which means we were able to build workflows tailored specifically to our construction processes, from estimating and pre-construction to active jobsite management and closeout. Whether it's assigning tasks, tracking subcontractors, monitoring materials, or logging daily reports, Monday gives us a clear and visual way to manage everything in one place."

Prior Authorization Specialist

Monday board can be used to share common issues or report new issue, as well as allow bulleteed items to be reviewed and tasks can be eliminated as their being completed.

Quality Analyst

Monday com is has a clean and nice interface which helps to understand the portal better, automation and templates helps in saving setup time which is good.

AgencyBloc AMS+ vs monday.com Comparison (2026)

AgencyBloc AMS+

monday.com

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives