I enjoy AgencyZoom's simplicity and directness. It's easy to navigate, set up, and recall things precisely, which makes it very user-friendly. The navigation is straightforward and the UI is attractive because it's not cluttered. Everything is well-labeled and highlighted, so you know where you're going and nothing is too hidden. Review collected by and hosted on G2.com.

The advanced setting options are typically very hidden. The only thing that's felt kinda weird was how service and sales have different customer folders for their replies and templates, and sometimes that's not exactly outlined when creating said templates. Review collected by and hosted on G2.com.

I like that AgencyZoom keeps track of all our leads and customers. It's really helpful because it sets tasks to remind us to call people, send people mail, or email their documents. Additionally, having it set up with RingCentral is nice, as it offers good integration for our purposes. For me, as a producer, setting up was super easy, and everything synced up well. Review collected by and hosted on G2.com.

I would love to be able to better download or input our customers or kind of sync them on a nightly or weekly basis without a third-party software like Ivan's. Review collected by and hosted on G2.com.

I like using AgencyZoom for managing insurance renewal processes and new business sales tracking. It makes it easy for me to see where a renewal is at in the process and gives me visibility into who is performing what tasks. I appreciate the ability to automate communication with my clients throughout various stages of the customer lifecycle, which saves my staff and me time in our day. The initial data load was a very simple and seamless process for us, which I found very helpful. Review collected by and hosted on G2.com.

The integration with my current agency management system could definitely be improved. I would like the data flow to work better when coming from my AMS. Review collected by and hosted on G2.com.

I like the visual layout of the different pipelines and buckets to place customers in. It makes it very easy to manage new leads and customers. I also appreciate the automation, which is easy to set up and compatible with other programs, including our calendar and email. Review collected by and hosted on G2.com.

The one thing that I would like with AgencyZoom is more of a shark tank method of the leads. You always have to assign a lead to a specific producer. There are some workarounds that we've been able to figure out with that, but there are other ways besides round robin to assign leads. Review collected by and hosted on G2.com.

What I like most about AgencyZoom is that it keeps all of our policies in one place, which makes everything easier to find and manage. The automated email features save us a lot of time, and it also integrates really well with Salesforce, so our workflow stays smooth and consistent. Review collected by and hosted on G2.com.

I wish I could see sales broken down by producer. It would also be easier if I could change basic information more easily. Review collected by and hosted on G2.com.

The most helpful thing by a longshot is Pinning information to the top of my leads. Where I leave notes etc. The second most helpful thing is the lead organization and tasks software. Review collected by and hosted on G2.com.

The only issue I have is not being able to access my notes and update them after I sell a policy. It makes me make a new note. Review collected by and hosted on G2.com.

I use AgencyZoom for prospect management and client management, and I find it fantastic, especially for prospect management. I love the x date feature, it's really, very intuitive. I also like the email and texting features. The x date feature is fabulous because it allows me to keep prospects on a cycle of contact every six to twelve months, which is great with the mindset that even if I don't win them today, I will at some point. Review collected by and hosted on G2.com.

I wish it would integrate with Google Voice. Review collected by and hosted on G2.com.

It really helps that Agency Zoom stays up to date. They’re consistently fixing both small and big issues, and those ongoing improvements make the platform even more user-friendly. They offer different performance tiers and price points so you have options for you business. Helps you stay organized Review collected by and hosted on G2.com.

It isn’t compatible yet with my preferred calling/dialer platform. You could become compatible with Ricochet- I could utilize even more of the benefits that you guys offer Review collected by and hosted on G2.com.

I really like the look and interface of AgencyZoom, which helps in keeping everything organized. I appreciate the ability to keep track of renewals and leads along with status updates. These features help us ensure that nothing slips through the cracks by effectively managing our projects and information. Review collected by and hosted on G2.com.

I find the onboarding and introduction to the product and features challenging. We've had the product for many years, and our agency didn't have someone dedicated to learning or finding the resources to understand how to actually use it. We also needed assistance from support to ensure the initial setup was correct. Review collected by and hosted on G2.com.

I appreciate that AgencyZoom keeps all of the current projects top of mind and automates communication so things don't die on the vine. It's easy to understand, and I like how it puts tasks in a timeline that goes from left to right. Unlike other CRMs that are more client-oriented, AgencyZoom focuses more on process management, which organizes everything in chronological order. Also, it's nice that it interfaces with our Agency Management System. Review collected by and hosted on G2.com.

It was difficult to set up. We needed to bring in a specialist. There should be more templates for common agency tasks. We shouldn't really have had to build it out. Review collected by and hosted on G2.com.