
AgencyZoom
6.9#17 in insurance crm softwareFrom $99 a monthAndroidiOSWeb
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| Fact | AgencyZoom | Bitrix24 CRM |
|---|---|---|
| Analytics | AgencyZoom includes performance tracking and reports for agency and producer goals. | Analytics features cover sales-funnel analysis, employee performance, Sales Intelligence and BI Builder dashboards. |
| Headquarters | Columbus, Ohio, United States | Alexandria, Virginia, USA |
| Integrations | The support center lists integrations for AMS platforms including AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC. | Listed integrations include Gmail, Google Calendar, Google Drive, Microsoft Office, Outlook, OneDrive, Exchange, Active Directory/LDAP, Dropbox, Box, Xero, Mailchimp and Unisender. |
AgencyZoom is for insurance agents and agencies that want to manage leads, automate customer engagement, and track agency or producer goals. Its plans and integrations may suit agencies already using an agency management system.
It suits individuals and teams looking to manage sales pipelines and email automation across desktop, web, and mobile platforms. The free plan's 1–2 user allowance may fit a very small team.