I love that AgencyZoom serves as the brains for my entire agency, handling prospecting outreach, client communications, and service management all in one place. It's incredibly valuable that all customer communication and notes are centralized, which really streamlines our operations. The automations are powerful and make a huge difference. I really appreciate the ease of use, and how easy it is to customize the pipelines. The automated emails and texts are invaluable. Plus, the direct integration with my phone system is great for ensuring all call recordings and notes are stored together. The integration capabilities, especially the direct integration with RingCentral, Google for reviews and email, and through Zapier with Slack, Jotform, and Canopy Connect, are fantastic. Setting up was very easy, and customizing tasks is a breeze. I’d rate my likelihood to recommend AgencyZoom a 10 out of 10. Review collected by and hosted on G2.com.

customization of task lists Review collected by and hosted on G2.com.

I like the automation the most. The reminders and follow ups in case we get to busy to do ti ourselves. Review collected by and hosted on G2.com.

I wish they would separate the automation for emails and text messaging in the system settings for off hours. They have them grouped together, so I have to turn them either both off or both on during non-business hours. I would like to send emails during non-business hours and text messages during business hours only due to TCA Compliance rules. Review collected by and hosted on G2.com.

The ease of use. It is almost like a smart phone where you do not need a lot of instruction on how to use it and able to learn as you go. There are tons of help videos and the chat features is nice too when you need it. AZ is super customizable and flexible to business needs. Review collected by and hosted on G2.com.

I have not found one yet in 6 years of using. Review collected by and hosted on G2.com.

I really appreciate how AgencyZoom works great for keeping track of sales pipelines and quotes. It's awesome how easily AgencyZoom integrates with our email provider, and most of our servicing has been able to be automated through it. The automations are great, and I really like the way our VOIP provider integrates with AgencyZoom and how it keeps track of calls in and out. Review collected by and hosted on G2.com.

I would love it if there was a little more focus on keeping track of policies/policy information. The system doesn't require much and so there's not a lot entered. It does sometimes make servicing policies really cumbersome. Review collected by and hosted on G2.com.

I love that I can have everything in one spot with AgencyZoom, both my leads and clients. I use it as my CRM and lead management system, which allows me to keep track of all my customers and leads in one place. The integration with my other systems and lead vendors works great, and even though I have a different phone system and lead vendor, it integrates with all those programs. The automation is key and easy to set up. I get reminders when I need to follow up on leads and clients. The initial setup was easy, which is a huge plus. Review collected by and hosted on G2.com.

There are slowdowns at times and leads aren't put into the system right away. Review collected by and hosted on G2.com.

I love the visibility of what my team is working on and the status. It's simple for others to jump in and help if someone is out unexpectedly. I also love the efficiency gained from having robust automations. AgencyZoom keeps our workflows streamlined and our outreach organized. It's very intuitive, making the setup easy. Additionally, our contact rates doubled when we switched from Ricochet. Review collected by and hosted on G2.com.

The integration with DocuSign does not seem to work well. It acts as if it is sending things out for signature but does not actually complete the task. There is a significant lag in the text and email integrations as well - the notifications arrive hours later. Review collected by and hosted on G2.com.

It is so user friendly and tracks just about anything you are looking for. The service team is stellar with real time answers and help. Things don't fall through the cracks anymore! Review collected by and hosted on G2.com.

I wish I could order the pipelines and the items stay in the order I put them with new items dropping in at the bottom of the list. I wish the contact info gave a place for relationship to the primary. I would personally like a cross sell leads list to be in the customer service side so that existing customers could have their own leads vs new prospects Review collected by and hosted on G2.com.

I like how AgencyZoom has automations for reminders to requote or email people. I also like the flow of how it tracks stuff that's in the process of quoting and being sold. AgencyZoom is valuable to me because it makes the quoting process easier to track. Review collected by and hosted on G2.com.

I wish AgencyZoom would correspond with HawkSoft better because right now we have to type all the information in twice. It would be nice if it would all integrate into HawkSoft on its own. The initial setup was okay, but kind of confusing at first. We're still getting to know it because we're new to it. Review collected by and hosted on G2.com.

I like that Agency Zoom helps with leads by sending out custom automations. Makes is easier if i can not get to calling a lead; they still receive a text and email following up, making sure I do not miss any sales. Review collected by and hosted on G2.com.

The only downside i would say is how specific the search has to be. If i am looking up a customer and I have one thing off it will not find it. It would be easier if i can look up the policy number versus customer details, as sometimes they are input incorrectly Review collected by and hosted on G2.com.

Interface/platform is easy to use and understand. It was easy to setup our pipelines, train, and begin using it with customers. Saved us so much time! Review collected by and hosted on G2.com.

I wish it wasn't tiered levels - and simply a flat rate price for all features. Review collected by and hosted on G2.com.