Creatio Studio
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Activity Tracking
- Business Analysis Tools
- Commission Management
- Data Backup
- Customized Fields
- Drip Email Marketing
- Easy-to-Use Dashboard
- Email Tracking
- Event Automated Messaging
- Industry-specific CRM
- Lead Form Builder
- Procedure Management
- Real Time Analytics and Updates
- Sales Monitoring
- Two-Factor Authentication
- Work-flow and Task Automation
- Quoting
Pricing Info
Pricing Info
AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business. The Grow Plan starts at $109/month
With AgencyBloc, you’ll always get:
- 24/7 access to your data from anywhere on any device
- Unlimited, off-site storage & data backup every 4 seconds
- Serious security—HIPAA, bank-grade encryption, & two-step verification
- Dedicated onboarding & data migration specialist
- Free customer support & help center with videos and step-by-step articles
Add Commissions+ to:
- Import commission statements
- Assign multiple payees, including hierarchies
- Track by revenue type
- Agent statement access
- Uncover missed commissions!
- Create projections & compare actual vs. expected
- Custom reports & real-time analytics
Integrations
Integrations
- Zapier
- All Web Leads
- Intulse
- Employee Navigator
- Ease
- Five9
- Laser App
- NextGen Leads
- ProspectZone
- DataWerx
- Datalot
- Client Circle
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC
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
AgencyBloc is an agency management system with CRM, commission processing, marketing and other tools specific for health and life insurance agencies.
Company Email
sales@agencybloc.com
Contact No.
Company's Address
201 Washington St,
Cedar Falls, IA 50613,
USA
AgencyBloc Comparisons
Popular AgencyBloc Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- 360-degrees customer views
- Lead management
- Lead segmentation
- Collaboration suite
- Business process management
- Best practices and opportunity management
- Advanced customization
- Open configuration
- Visual process designer (WYSIWYG)
- Dashboard analytics
- On-premise and in-cloud deployment
- Extensive API
- Synchronized mobile app
- Field sales app
- File sharing and omnichannel communication
- Case management
Pricing Info
Creatio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:
- Growth starts from $25/user/month. Provide automation to SMB clients.
- Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs.
- Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.All Creatio licenses include basic support plan, product maintenance and free updates. More information: https://www.creatio.com/products/pricing.
You also can get a free demo with CRM experts and choose an option.
Integrations
Creatio Studio is built to eliminate data silos and create unified workflows by seamlessly connecting with your existing enterprise systems. With a rich library of pre-built connectors and an open API, the applications you build can easily share data with the software you already use. This ensures that your custom solutions enhance, rather than disrupt, your current IT landscape.
Key integrations showcase its versatility across critical business functions, including the following:
- SAP
- Shopify
- PandaDoc
- DocuSign
- Power BI
- RingCentral
To explore a constantly growing library of additional pre-built applications, connectors, and vertical solutions, users can visit the Creatio Marketplace.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
L'Oreal, BAYER, Heinz
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
An innovative business process management software that combines out-of-the-box solutions and customizable templates to help users build the processes they want. With this, users can comment on actions, collaborate with colleagues, move elements, and manage all processes from one place.
Company Email
info@creatio.com
Contact No.
Company's Address
280 Summer St., 6th floor
Boston, Massachusetts
USA
Creatio Studio Comparisons
Popular Creatio Studio Alternatives
No Business Process Management Software will be perfect enough to cover all the requirements of a company. While key functionalities of AgencyBloc and Creatio Studio are important you should also thoroughly examine the integrations supported by every service. Very often your team will already be making use of other types of B2B software in your company and it’s much more beneficial to choose apps that integrate well with one another. That way you will be able to guarantee a reliable exchange of information between your teams and apps, which can really reduce time devoted to migrating between one app and the other.
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