Fat Agent
6.3#21 in insurance crm softwareFrom $50 a monthiOSWebAPI
VisitFat Agent vs Zoho CRM
What both publish
| Fact | Fat Agent | Zoho CRM |
|---|---|---|
| Support | Pattie Support is described as showing users how to use Fat Agent. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
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
Zoho CRM plans
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- FreeFree
- Standard$14 a month
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 Zoho CRM if…
Zoho CRM suits sales teams that need lead management, follow-up automation, forecasting, and integrations. The free edition supports up to three users, while paid tiers add capabilities for larger needs.