Fat Agent
6.3#21 in insurance crm softwareFrom $50 a monthiOSWebAPI
VisitFat Agent vs Freshsales
Freshsales
9.1#5 in crm softwareFrom $108 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Fat Agent | Freshsales |
|---|---|---|
| Support | Pattie Support is described as showing users how to use Fat Agent. | Freshsales support documentation includes integration guides for QuickBooks, Xero, Google contacts, SMS, Jira, Shopify, Microsoft Teams, WooCommerce, and Freshworks products. |
Fat Agent plans
- AMS — P&C$50 a month
- Agency Website$50 a month
- AMS — Life & Health$50 a month
- Additional Users$50 a month
- Phone & SMS$50 a month
- Pattie Intelligence Platform$100 a month
Freshsales plans
- FreeFree
- Growth$108 a year
- Pro$468 a year
- Enterprise$708 a year
Pick Fat Agent if…
Fat Agent suits independent insurance agencies that want customer records, quoting, communications, and agency workflows in one platform. Its iPhone app is for agents managing leads and client conversations on mobile.
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.