Top 10 AgencyZoom Alternatives & Competitors

Top 10 Alternatives to AgencyZoom Recently Reviewed By G2 Community

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HubSpot Sales Hub
By HubSpot
4.4/5
(13,641)
Product Description
Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it combines AI, automation, and insights in one easy-to-use platform, so reps can sell smarter and scale without added complexity.
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Reviewers say compared to AgencyZoom, HubSpot Sales Hub is:
Slower to reach roi
Easier to admin
Easier to set up
Categories in common with AgencyZoom:
Insurance CRM

Zoho CRM
By Zoho
4.1/5
(2,901)
Product Description
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
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Reviewers say compared to AgencyZoom, Zoho CRM is:
Slower to reach roi
Categories in common with AgencyZoom:
Insurance CRM

Vtiger All-In-One CRM
By Vtiger
4.3/5
(413)
Product Description
Vtiger All-In-One CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support.
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Reviewers say compared to AgencyZoom, Vtiger All-In-One CRM is:
Slower to reach roi
Easier to admin
Categories in common with AgencyZoom:
Insurance CRM

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InsuredMine
By InsuredMine
4.7/5
(16)
Product Description
Insured-Mine is a cloud-based insurance dashboard to store all your insurance information (Data & Documents). It helps you organize your insurance details into a simple easy to use dashboard with analytics for understanding of your insurance and risk management
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Reviewers say compared to AgencyZoom, InsuredMine is:
More usable
Better at support
Better at meeting requirements
Categories in common with AgencyZoom:
Insurance CRM

Keap
By Thryv
3.9/5
(18)
Product Description
Small business CRM, e-commerce, email and social marketing solution all in one place
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Reviewers say compared to AgencyZoom, Keap is:
Easier to set up
Categories in common with AgencyZoom:
Insurance CRM

telecrm
By Flamon Cloudtech Pvt Ltd
4.5/5
(4)
Product Description
TeleCRM is a tele-calling , sales CRM and automation app. It has got a ton of features and integrations to help you boost your sales. Below there is a list of things TeleCRM will do automatically for you so that you focus on closing more sales. - Automatic Lead capture from various portals like FB ads, Google Ads, WhatsApp, 99Acres, MagicBricks, and the list goes on... - Assign leads to your team members automatically - Automatic call dialing and recording so that you never waste your time typing numbers or setting reminders for follow-up calls. - Automatic followup calls scheduling so that no one in your team ever misses a follow-up call. - Detailed automatic employee tracking and reporting to see how many calls they are making and how many sales they are closing. With detailed daily, weekly and monthly reports. And much more.
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Categories in common with AgencyZoom:
Insurance CRM

unLocked CRM
By unLocked CRM
5/5
(3)
Product Description
unLocked CRM is a fully autonomous, insurance-native CRM built exclusively for agents selling Life, Annuity, Medicare, and Health. It delivers instant quoting across 1,228 integrated carriers, automatic commission tracking for 332 carriers, and AI-powered sales automation, eliminating manual data entry and letting agents focus on selling. The platform includes built-in calling, e-signatures, license auto-sync, and a natural-language AI quoting engine that recommends the best plans across all product lines from a single conversation. Designed for 60-second activation, unLocked is purpose-built from the ground up, not a white-labeled generic CRM, to match the workflows insurance professionals actually use. Intended clients include independent agents, agency owners, IMOs, FMOs, and organizations seeking a single platform to quote, sell, and manage commissions across every major insurance product line.
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Categories in common with AgencyZoom:
Insurance CRM

Onyx CRM
By Onyx
Product Description
Onyx is an AI-powered CRM built specifically for life insurance agents and agencies in the United States. The platform combines lead management, automated follow-up, appointment booking, and AI-driven sales tools into a single system designed to help agents convert more leads and grow their book of business. Onyx uses AI across the entire sales lifecycle. Intelligent SMS appointment setting engages leads in natural, two-way conversations across seven insurance verticals - mortgage protection, final expense, IUL, annuity, life insurance, ACA/health, and Medicare. An AI lead resurrection bot re-engages cold or aged leads automatically, while AI call grading provides agents with real-time transcription and performance scoring on every dial. Voice AI capabilities handle inbound and outbound calls, qualifying prospects and booking appointments without agent involvement. The platform is built for agents at every stage - from solo producers managing their own pipeline to large agencies and enterprises onboarding hundreds of subaccounts. With three plan tiers (Core, Prime, and Elite), Onyx scales from essential CRM functionality to full AI and Voice AI automation.
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Categories in common with AgencyZoom:
Insurance CRM

insureio
By insureio
Product Description
Insureio is a comprehensive customer relationship management (CRM) platform tailored specifically for insurance professionals. It streamlines the sales process by integrating lead management, marketing automation, and policy tracking into a single, user-friendly interface. Designed to enhance productivity and client engagement, Insureio empowers agents to manage their business more effectively. Key Features and Functionality: - Lead Management: Efficiently capture, organize, and track leads to ensure no opportunity is missed. - Marketing Automation: Deploy targeted email campaigns and follow-ups to nurture client relationships and drive conversions. - Policy Tracking: Monitor policy statuses, renewals, and client interactions to maintain up-to-date records. - Customizable Workflows: Adapt workflows to fit specific business processes, enhancing operational efficiency. - Reporting and Analytics: Gain insights into sales performance and client behavior through detailed reports and analytics. Primary Value and Solutions Provided: Insureio addresses the common challenges faced by insurance agents, such as disorganized client information, inconsistent follow-ups, and time-consuming administrative tasks. By consolidating essential functions into one platform, it reduces manual work, minimizes errors, and allows agents to focus on building client relationships and growing their business. The automation of marketing and follow-up processes ensures timely communication, leading to higher client satisfaction and retention rates.
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Categories in common with AgencyZoom:
Insurance CRM