I use AgencyZoom for my Sales Pipeline, and it really makes the sales process seamless and fail-proof. One of my favorite aspects is how it can be tailored to personal preferences, which is super handy. I also love that it integrates well with other agency programs. This integration is fantastic because it keeps productivity high by eliminating the need to duplicate prospect or client information. Creating different marketing campaigns is a breeze and helps us focus on our lead sources from various avenues. The initial setup was very easy and user-friendly, which is a big plus. Review collected by and hosted on G2.com.

The only improvement is some data do not transfer over. Date of birth has to be manually entered. For documents, you have to prompt them with a sync button for them to transfer over. Review collected by and hosted on G2.com.

I love that we have specific automations for every pipeline in AgencyZoom, which really streamlines the processes and makes our lives easier. The DocuSigning feature is a great addition, allowing us to handle documents effectively. I also love how well it integrates with other systems we use like RingCentral for calling and texting. It's fantastic that AgencyZoom houses all the files we need to ensure a well-managed customer experience. Overall, I'm a big fan of how these features work in the background to improve our workflow. Review collected by and hosted on G2.com.

The DocuSign feature is a bit inconsistent; sometimes it works and sometimes it doesn't. It appears like it goes out to the client, but often they're telling me they can't find it anywhere, not even in spam. That's something that probably could be tweaked. Review collected by and hosted on G2.com.

I really like that AgencyZoom is simple and easy to use. A lot of people understand how to use it and are willing to help us set stuff up. It's accessible across multiple different platforms which makes it broadly used. The chat feature is pretty awesome too, making it easy to find help if I have a question. Moe did a great job building it out. It's very user-friendly. The initial setup was super simple because the support was very helpful. Review collected by and hosted on G2.com.

I wish you all had a CanopyLink option instead of us having to use the agent Link. Canopy link is so broadly used. You all should have an option to be able to add it in there. Currently, we have a workaround where we put our Canopy link for Canopy Connect in our agent meeting link and we share that for our automation sequences. Review collected by and hosted on G2.com.

I find AgencyZoom incredibly useful for insurance leads and pipeline management. It allows us to manage our agency's leads effectively and helps us keep track of our weekly and monthly goals more specifically. The automation and reminders to clients have been very helpful. When we sign up a new client, it automatically provides them with emails about our agency, which legitimizes our contact with them. We switched from Monday.com because we found AgencyZoom to be much more effective and it meets our needs better. The initial setup was very easy too. Review collected by and hosted on G2.com.

It would be nice if all of our live lead sources could be automatically uploaded into AgencyZoom. Right now, the process of doing so is a bit cumbersome. The process to get them connected is not as quick as us just manually entering them by client. Review collected by and hosted on G2.com.

I like how every person has their own goals in AgencyZoom, and they can check where they're at month to date. It holds them a little bit accountable to their own goal. Review collected by and hosted on G2.com.

I love the compensation app, but it does have a lot of spottiness as far as I often hear that's not working as designed. Just the overall ease of use would be as far as features that can be improved. Ways that I could edit just double click in and edit as opposed to needing to go to different screens. As far as the spotiness, just when a report change, it takes a little bit for in AgencyZoom to catch up to Allstate's change reports. There are a couple things that still don't make sense, such as lead sources, I have a hard time running iVantage reports. Review collected by and hosted on G2.com.

I really like AgencyZoom because it's very user-friendly. It helps me streamline activities and processes, making it easier to track activity. I especially enjoy how it lets me keep track of data, customer notes, and sales pipelines. The customer notes feature is great for tracking customer interactions, and the pipelines and lead management tools are some of the best ways for me to track sales and ROI, as well as the production standards I set for my employees. Plus, the initial setup was very easy. Review collected by and hosted on G2.com.

I wish there were more ways I could customize things. I also wish it would integrate with more online tools. I would like to be able to set triggers on a case-by-case basis, and I would like it to be able to integrate with Outlook. Review collected by and hosted on G2.com.

I like that AgencyZoom is customizable in so many ways. We can make it do exactly what we need when we need it and add any other steps to our automation. The pipeline customization is really helpful too, allowing us to build out stages that match our real sales flow, including quote started, remarket, binding, onboarding, etc. It integrates well with tools like Zapier, Cognito Forms, Twilio, and our AMS. Review collected by and hosted on G2.com.

It's time consuming to set up, but gets quicker and easier as you build the system to match your needs. Review collected by and hosted on G2.com.

I love that with Nerdphone, calls and texts are logged on each account. AgencyZoom keeps me in constant contact with prospects and customers through automation, and helps me stay on top of tasks and easily schedule meetings. The customer onboarding and support are outstanding, and I can update automation and system tags to meet my business needs. The onboarding was easy and quick, saving me time. I also appreciate that the tags allow us to understand the value of a prospect at a glance, which is crucial for an ever-changing business like mine. Being able to quickly and easily change automation helps evolve my prospect connections. AgencyZoom makes managing prospects and customers streamlined and professional. Review collected by and hosted on G2.com.

The only improvement I would suggest is for Farmers Apex to integrate with AgencyZoom. This will allow seamless customer service and logged interactions in Apex. We spend a lot of time logging customer interactions in two places - having integration would eliminate double work and save us time. Review collected by and hosted on G2.com.

I find AgencyZoom amazing because it saves tons of man hours by automating and keeping track of our daily activity. The automation within the pipelines contacts leads from start to finish depending on where they are in the process, and once they are sold, they receive all of our onboarding info without any manual effort from us. I also appreciate how it connects with multiple tools like our phone system Ring Central, Zapier, and our Google business pages. The initial setup was very easy, and the staff is amazing at helping. Review collected by and hosted on G2.com.

We haven't run into any issues that we don't like so far. Review collected by and hosted on G2.com.

I think the user interface of AgencyZoom is very clear and easy to use. The automations save us a tremendous amount of time, allowing me to focus on phone calls without worrying about whether I've sent certain text messages or emails. The task integration is also extremely helpful, as well as the integration with our lead vendor, which makes it efficient since leads come directly into AgencyZoom, and I can work them straight from there. Review collected by and hosted on G2.com.

Recently, we tried to pull a report for how long it took from the time a lead came in until we got to them, so speed to lead, and then also reports for how long our sales cycle is from the point that a lead comes in to when it's sold. Being able to identify which types of leads are closing at a higher rate versus a lower rate is not super easy in AgencyZoom right now. Review collected by and hosted on G2.com.