AgencyZoom

AgencyZoom

Vertafore
+
+

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About

Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.

About

LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies searching for a solution to build an automated customer journey

Audience

Serves a wide range of industry, such as manufacturing, insurance, finance, education, real estate, healthcare, services, mortgage, and so much more.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per month
Free Version
Free Trial

Pricing

$50.00/month/user
Offer a 30-day free trial.
Small Business Plan - $150 per month (for 1 user)
Professional Plan - $250 per month (for 3 users)
Organization Plan - $500 per month (for 10 users)
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • LeadMaster assures us not a single lead will be left to capture or track. The prospect tracking it provides is far better than dozens of sales CRM tools I used. It's very flexible and customizable for your process needs.

Cons

  • The setup process was not seamless. Customer support also not great.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Vertafore
Founded: 1969
United States
www.agencyzoom.com

Company Information

LeadMaster
Founded: 1998
United States
www.leadmastercrm.com

Alternatives

Alternatives

Freshsales

Freshsales

Freshworks
BluInsurance

BluInsurance

BluRoot
monday CRM

monday CRM

monday.com
Aspire

Aspire

Impowersoft
Zoho CRM

Zoho CRM

Zoho

Categories

Categories

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Integrations

AWeber
Axis LMS
Box
Canopy Connect
Deputy
Dropbox
Dropbox Sign
GitHub
Gmail
Google Calendar
Google Docs
HubSpot Data Hub
LinkedIn
Microsoft Outlook
PagerDuty
Paradiso LMS
Process Street
SendGrid
Xinix
Zoom

Integrations

AWeber
Axis LMS
Box
Canopy Connect
Deputy
Dropbox
Dropbox Sign
GitHub
Gmail
Google Calendar
Google Docs
HubSpot Data Hub
LinkedIn
Microsoft Outlook
PagerDuty
Paradiso LMS
Process Street
SendGrid
Xinix
Zoom
Claim AgencyZoom and update features and information
Claim AgencyZoom and update features and information
Claim LeadMaster and update features and information
Claim LeadMaster and update features and information