AgencyZoom
6.9#17 in insurance crm softwareFrom $99 a monthAndroidiOSWeb
VisitAgencyZoom vs Freshsales
Freshsales
9.1#5 in crm softwareFrom $108 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | AgencyZoom | Freshsales |
|---|---|---|
| Automation | The platform automates customer engagement from prospecting through onboarding, renewals, and winbacks. | Freshsales supports task management, auto-assignment rules, sales sequences, workflows, and internal notifications. |
| Headquarters | Columbus, Ohio, United States | San Mateo, California, USA |
| Integrations | The support center lists integrations for AMS platforms including AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC. | Freshsales integrates with more than 100 apps through the Freshworks Marketplace and provides APIs for custom integrations. |
| Mobile app | The maker says the app supports iOS on all devices and Android only on older versions, as of its 2025 device availability note. | Yes |
| Security | The privacy policy describes safeguards including firewalls, password and access controls, and SSL encryption in transit; it is dated July 22, 2021. | Freshworks’ Trust Center lists ISO/IEC 27001:2022, ISO/IEC 27701:2019, SOC 3, SOC 2 Type 2, and other compliance materials. |
| Support | The contact page directs existing customers to the in-product chat bubble for customer support. | Freshsales support documentation includes integration guides for QuickBooks, Xero, Google contacts, SMS, Jira, Shopify, Microsoft Teams, WooCommerce, and Freshworks products. |
AgencyZoom plans
- Allstate Single Location Agency$99 a month
- Allstate Multiple Location Agency$129 a month
- Farmers Essential$149 a month
- Independent Essential$149 a month
- Independent Growth$199 a month
- Farmers Growth$199 a month
Freshsales plans
- FreeFree
- Growth$108 a year
- Pro$468 a year
- Enterprise$708 a year
Pick AgencyZoom if…
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.
Pick Freshsales if…
Freshsales may suit sales teams that need lead tracking, customer communications, and deal pipeline management. Its mobile apps include offline tools for working away from a connection.