Zoho Creator
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 100% Cloud-Based System
- Unlimited Data Base for Clients
- Up To 15 CSR/Agents per Location
- Employee End-of-Day Tab
- Online Training Videos
- Hyperlink to Insurance Company
- Import Customers/Prospects
- Free Training and Support
- Payment Processing
- Rolodex
- Invoicing
- Bi-Lingual Receipts/Thank You Letters
- X-Date Tracking
- Follow Up Items and Notes
- Mac/Safari Compatible
- Comparative Rater Integration(s)
- Ability to Export Reports to Excel
- Export Contact and/or Policy Data
- Google Map Integration
- Sweep Tracking and Reconciliation
- Automated Email Reporting
- Advanced Reporting
- Mail Label Processing
- Company Announcements
- Task Management
- Custom Field Types
- Miscellaneous Forms Upload
- Balance Due Feature
- Custom Letters
- Letters Blasts
- Custom Receipt Ads
- Comment and Alert Fields
- Unlimited Uploads of Attachments and Photos
- Time Clock with Reporting Options
- Import contact and/or Policy Data
- Prefilled ACORD Forms
- Commission/Split Commission Reports
- Direct Scan
- Carrier Downloads
- Dashboard
- Email Blasts
- Drag & Drop and Batch Uploading
- Deposit Posting
- Bank Verification
- Batch Scanning
- General Ledger
- Task Calendar
- Drip Marketing Campaigns
- Commercial Editor for ACORD Forms
- Texting Capabilities
Pricing Info
Pricing Info
Agency Matrix offers 6 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:
Lite – $69/month
- Plus: $199 set up fee
Gold – $129/month
- Plus: $399 set up fee
Platinum – $179/month
- Plus: $499 set up fee
Diamond – $289/month
- Plus: $599 set up fee
Enterprise – $419/month
- Plus: $599 set up fee
Integrations
Integrations
Agency Matrix seamlessly integrates with the following applications:
- Website Plugin
- Agent Alive
- EasyFile
- DocBuild Plus
- DocVault
- TurboRater
- Virtual Tone
- Bluewave
- RingCentral
- Vonage
- Nextiva
- Fonality
- Jive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Agency Matrix is software that helps insurance agencies manage their files and personnel.
Company Email
contactus@agencymatrix.com
Contact No.
Company's Address
2425 Commerce Ave, Suite 300,
Duluth, GA 30096
USA
Agency Matrix Comparisons
Popular Agency Matrix Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Drag-and-drop application builder
- Workflow Builder
- Tasks, Reminders, and Notifications
- Custom Reports And Interactive Dashboards
- Secure Access Controls
- Multi-Language Support
- Integration and API
- Mobile Apps
- Collaboration Tools
- Smart Reports
- Customer Portal
Pricing Info
Zoho Creator offers flexible pricing options to match your business requirements. A 15-day free trial is available to let users try out the software’s features. Once it ends, you may choose among its premium plans for access to advanced features.
STANDARD – $8/user/month billed annually
Features
- 1 Application
- 20 Custom AI models
- 50 Ready to use AI models
- 90 Custom schedules per user per month
- 5 Data sources
- 5 Custom connectors
- Business Intelligence and Analytics
- 10 Portal permission sets per app
- Privacy, Security and Governance
- 50 Cloud function calls per user per day
- Support
PROFESSIONAL – $20/month billed annually
Features
- Unlimited Application
- 100 Custom AI models
- 250 Ready to use AI models
- 300 Custom schedules per user per month
- 15 Data sources
- 10 Custom connectors
- Business Intelligence and Analytics
- 50 Portal permission sets per app
- Privacy, Security and Governance
- 100 Cloud function calls per user per day
- Support
ENTERPRISE – $25/month billed annually
Features
- Unlimited Application
- 100 Custom AI models
- 250 Ready to use AI models
- 600 Custom schedules per user per month
- 30 Data sources
- 20 Custom connectors
- Integration with 650+ business Apps
- Business Intelligence and Analytics
- 250 Portal permission sets per app
- Privacy, Security and Governance
- 200 Cloud function calls per user per day
- Support
Integrations
Zoho Creator integrates with the following business systems and applications:
- Zoho Support
- Zoho Subscriptions
- Zoho Reports
- Zoho Recruit
- Zoho Invoice
- Mad Mini
- Zoho CRM
- Zoho Campaigns
- Zoho Books
- Google Apps For Work
- Zoho Calendar
- Asana
- MailParser.io
- Trello
- WebMerge
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HP, BBC, IKEA, PayPal, Pixar
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A powerful, online app maker that enables businesses to build custom solutions that automate everyday tasks. With the drag-and-drop interface, it’s a breeze to create stunning forms and dashboards. It also provides numerous business apps that streamline key business processes, including sales, recruitment, and more.
Company Email
hello@zohocreator.com
Contact No.
Company's Address
Zoho Corporation
4141 Hacienda Drive
Pleasanton, CA 94588
USA
Zoho Creator Comparisons
Popular Zoho Creator Alternatives
In case you continue having doubts about which app will perform best for your business it might be a sound idea to take a look at each service’s social metrics. These metrics are quite often an indicator of how popular a given product is and how large is its online presence.For instance, if you look at Agency Matrix LinkedIn account you’ll find out that they are followed by 122 users. In case of Zoho Creator the amount of followers on their LinkedIn page is 30415.
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