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AgencyBloc AMS+ vs Pipedrive Comparison (2026)
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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
Pipedrive
4.5
(3K)5
1.9K
4
896
3
139
2
36
1
29
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.
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.
- 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
3K
5
4
3
2
1
1.9K
896
139
36
29
- Value for money
- Ease of use
- Features
- Customer support
80%
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
“On top of this, the automation features (like activity reminders and workflow triggers) save time on repetition tasks, and the integrations with email and other tools keep everything in one place.”
Jonathon B.
Senor Content Manager
“Signed up for the Campaigns email feature and spent a month building my CRM around it. Because of how 25 contacts were sourced, Pipedrive locked double opt-in across my entire account, blocking campaigns to all ~560 of my contacts, including 25-year relationships.”
MF
Mark F.
Licensed Real Estate Salesperson
“The visual pipeline is extremely intuitive and makes it simple to track deals, prioritize tasks, and see where each opportunity sits in the sales process.”
Jonathon B.
Senor Content 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
“I feel I was duped into a product that routed all their email marketing campaign features with zero mention (even fine print), that they can (and will) require you to obtain consent from every one of your contacts before sending me an email campaign to one.”
MF
Mark F.
Licensed Real Estate Salesperson
“I feel like Pipedrive has limited reporting capabilities. While the dashboard is a great feature, I wish it had more reporting functionality.”
AS
Amber S.
Business Administrator
“Automation is limited, reporting is thin, the mobile app is dated, integrations are uneven.”
Alexander K.
CEO
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review4 days ago
Key features
- Total features30
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Management
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Automated Responses
- Autoresponders
- Batch Processing
- Business Card/Badge Scanning
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Campaign Management
- Chatbot
- Churn Management
- Click Tracking
- Client Management
- Client Tracking
- Client/Property Matching
- Code-free Development
- Collaboration Tools
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Contract/License Management
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Management
- Customer Segmentation
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Entry
- Data Extraction
- Data Import/Export
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Campaign Management
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Estimating
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Management
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- Forecasting
- Generative AI
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Inbox Management
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Life & Health
- List Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Currency
- Multi-Language
- Multiple Site Management
- Natural Language Processing
- Negative Feedback Management
- Offline Form
- Onboarding
- Online Forms
- Opportunity Management
- Pageview Tracking
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Policy Management
- Pre-Configured Bot
- Predictive Analytics
- Product Catalog
- Project Management
- Property Management
- Prospecting Tools
- Quotes/Estimates
- Real-Time Notifications
- Real-time Consumer-facing Chat
- Recommendations
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Statistical Analysis
- Subscriber Management
- Summary Reports
- Survey/Poll Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Time on Site Tracking
- Transcripts/Chat History
- Workflow Automation
- Total features180
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Management
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Automated Responses
- Autoresponders
- Batch Processing
- Business Card/Badge Scanning
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Campaign Management
- Chatbot
- Churn Management
- Click Tracking
- Client Management
- Client Tracking
- Client/Property Matching
- Code-free Development
- Collaboration Tools
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Contract/License Management
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Management
- Customer Segmentation
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Entry
- Data Extraction
- Data Import/Export
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Campaign Management
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Estimating
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Management
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- Forecasting
- Generative AI
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Inbox Management
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Life & Health
- List Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Currency
- Multi-Language
- Multiple Site Management
- Natural Language Processing
- Negative Feedback Management
- Offline Form
- Onboarding
- Online Forms
- Opportunity Management
- Pageview Tracking
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Policy Management
- Pre-Configured Bot
- Predictive Analytics
- Product Catalog
- Project Management
- Property Management
- Prospecting Tools
- Quotes/Estimates
- Real-Time Notifications
- Real-time Consumer-facing Chat
- Recommendations
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Statistical Analysis
- Subscriber Management
- Summary Reports
- Survey/Poll Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Time on Site Tracking
- Transcripts/Chat History
- Workflow Automation
Integrations
- Total integrations7
- APIANT
- Act-On
- ActiveCampaign
- ActiveDEMAND
- ActiveIQ
- Acuity Scheduling
- Aircall
- Apollo.io
- Asana
- Bedrock Data
- Calendly
- CallHippo
- Callmaker
- ClientCircle
- Crossbeam
- Cyclr
- Datananas
- Demodesk
- Docusign
- Drip
- Dropbox
- Dryrun
- Dux-Soup
- Ease
- Employee Navigator
- Five9
- FreshBooks
- Front
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Google Maps
- Google Meet
- Google Workspace
- Gravity Forms
- Grow
- HappyFox Chat
- Help Scout
- Highrise
- HubSpot CRM
- Integrate.io
- IntelligenceBank
- Intulse
- Jotform
- JustCall
- Kixie PowerCall & SMS
- Klenty
- Lead Liaison
- LeadBoxer
- Leadfeeder
- Lime Connect
- LiveChat
- Livestorm
- MRPeasy
- Mailjet
- Microsoft 365
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Teams
- NativeForms
- Operations Hub
- Outfunnel
- PandaDoc
- Plecto
- Proposable
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- Referral Factory
- RightSignature
- Ruler Analytics
- Seamless
- Slaask
- Slack
- Slemma
- Snov.io
- SupportBee
- Surfe
- Survicate
- Talkdesk
- Talkspirit
- TimelinesAI
- Toky
- Tray.io
- Trello
- Wishpond
- Wiza
- Woodpecker.co
- Woopra
- Xero
- Yesware
- Zapier
- Zoom Workplace
- lemlist
- monday AI Work Platform
- Total integrations92
- APIANT
- Act-On
- ActiveCampaign
- ActiveDEMAND
- ActiveIQ
- Acuity Scheduling
- Aircall
- Apollo.io
- Asana
- Bedrock Data
- Calendly
- CallHippo
- Callmaker
- ClientCircle
- Crossbeam
- Cyclr
- Datananas
- Demodesk
- Docusign
- Drip
- Dropbox
- Dryrun
- Dux-Soup
- Ease
- Employee Navigator
- Five9
- FreshBooks
- Front
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Google Maps
- Google Meet
- Google Workspace
- Gravity Forms
- Grow
- HappyFox Chat
- Help Scout
- Highrise
- HubSpot CRM
- Integrate.io
- IntelligenceBank
- Intulse
- Jotform
- JustCall
- Kixie PowerCall & SMS
- Klenty
- Lead Liaison
- LeadBoxer
- Leadfeeder
- Lime Connect
- LiveChat
- Livestorm
- MRPeasy
- Mailjet
- Microsoft 365
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Teams
- NativeForms
- Operations Hub
- Outfunnel
- PandaDoc
- Plecto
- Proposable
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- Referral Factory
- RightSignature
- Ruler Analytics
- Seamless
- Slaask
- Slack
- Slemma
- Snov.io
- SupportBee
- Surfe
- Survicate
- Talkdesk
- Talkspirit
- TimelinesAI
- Toky
- Tray.io
- Trello
- Wishpond
- Wiza
- Woodpecker.co
- Woopra
- Xero
- Yesware
- Zapier
- Zoom Workplace
- lemlist
- monday AI Work Platform
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