Side by side
AgencyZoom vs HubSpot CRM
Both stand on insurance crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial AndroidiPhoneWeb
AgencyZoom brings insurance sales pipelines, customer engagement automation, and performance reporting together. Its plan pricing is listed, but feature access varies by tier and some AMS integrations may involve added costs.
Visit AgencyZoom
Free plan AndroidiPhone
Choose HubSpot CRM if you want a no-expiration free CRM with pipeline tools, customer reporting, and team conversation features. Teams that need more than two free-plan users must consider a paid tier, and Professional or Enterprise buyers should account for the listed onboarding charge.
Visit HubSpot CRMThe facts
| AgencyZoom | HubSpot CRM | |
|---|---|---|
| Free plan | A free trial | Yes |
| Open source | Not published | No |
| Runs on | Android, iPhone, Web | Android, iPhone |
| Lowest paid plan | Allstate Single Location Agency: $99 a month | Starter: $15 a month |
| Plans published | 8 | 4 |
| Maker | Not published | HubSpot CRM |
| Website | agencyzoom.com | hubspot.com |
| On insurance crm software | #9 of 31 | #5 of 31 |
AgencyZoom: what it does well
- Lead manager tracks opportunities through pipelines
- Automates renewals and winbacks
- Reports track agency and producer goals
- 14-day free trial
- Integrations include multiple AMS and phone platforms
What to know first
- No free plan
- Some AMS integrations may cost extra
- Texting is limited to Growth and Pro
- Click-to-call is Pro only
HubSpot CRM: what it does well
- Free CRM has no expiration date and requires no credit card.
- Visual pipeline tools support task assignment and revenue prediction.
- Includes email sync, marketing automation, workflow automation, and lead scoring.
- Marketplace offers more than 2,000 apps.
- Automatic two-way data sync is available with third-party apps.
What to know first
- The listed free plan is limited to two users.
- Professional and Enterprise include one-time onboarding charges.
- Starter, Professional, and Enterprise are priced per seat.
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