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About

Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

AgentCubed
Founded: 2010
United States
www.agentcubed.com

Company Information

LeadMaster
Founded: 1998
United States
www.leadmastercrm.com

Alternatives

SalesExec

SalesExec

ClickPoint Software

Alternatives

OWLS

OWLS

OWLS Software
Freshsales

Freshsales

Freshworks
monday CRM

monday CRM

monday.com
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Zoho CRM

Zoho CRM

Zoho

Categories

Categories

Insurance CRM Supported
Lead Management Supported
Sales Tracking Supported

Lead Management Features

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

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Policy Management Features

Approval Process Control Supported
Attestation Supported
Audit Trails Supported
Policy Creation Supported
Policy Library Not Supported
Policy Metadata Management Supported
Policy Training Supported
Reporting / Analytics Supported
Version Control Supported
Workflow Management Supported

Lead Management Features

Activity Tracking Not Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Sales Tracking Features

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

Integrations

Basecamp Not Supported
Clio Not Supported
Freshdesk Not Supported
FullContact Not Supported
Gmail Not Supported
HubSpot CRM Not Supported
Jira Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
PayPal Not Supported
Pipedrive Not Supported
QuickBooks Online Advanced Not Supported
Quickbase Not Supported
Quote Roller Not Supported
Weebly Not Supported
Weekdone Not Supported
WordPress Not Supported
Xero Not Supported
Xinix Not Supported
Zoho CRM Not Supported

Integrations

Basecamp Supported
Clio Supported
Freshdesk Supported
FullContact Supported
Gmail Supported
HubSpot CRM Supported
Jira Supported
Microsoft 365 Supported
Microsoft Outlook Supported
PayPal Supported
Pipedrive Supported
QuickBooks Online Advanced Supported
Quickbase Supported
Quote Roller Supported
Weebly Supported
Weekdone Supported
WordPress Supported
Xero Supported
Xinix Supported
Zoho CRM Supported
Claim AgentCubed and update features and information
Claim AgentCubed and update features and information
Claim LeadMaster and update features and information
Claim LeadMaster and update features and information