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Compare AgencyBloc vs Kaseya BMS

What is better AgencyBloc or Kaseya BMS? Finding the right Business Process Management Software product is as easy as comparing the good and weaker functionalities and terms offered by AgencyBloc and Kaseya BMS. Here it's also possible to match their all round scores: 7.7 for AgencyBloc vs. 8.4 for Kaseya BMS. Or you can verify their general user satisfaction rating, 100% for AgencyBloc vs. 100% for Kaseya BMS.

We suggest that you put some effort and analyze their differences and determine which one is the better alternative for your organization. Moreover. don’t forget to take into account your company’s or industry’s special situation, for instance, a multilingual solution for a global team or a mobile platform to help you work in the field.

Users who want to save some time or would like to get a Business Process Management Software recommendation from our experts might want to investigate these top choices for the current year: Wrike, monday.com, Studio Creatio Enterprise.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.7

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $59

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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.

Agency Management – Plan starts at $59/month

  • $59* per Full User per month
  • $29 per Agent User per month
  • Special tiered pricing begins at 6+ users

Features:

  • Life & Health Insurance specific CRM
  • Real-time Agency & Business Analytics
  • Keep track of activities & assign to-dos.
  • Workflow & Task Automation
  • Email Campaigns ($.02 per-email)
  • Integrated Marketing & Lead Forms
  • Generate book-of-business reports
  • Strategic Industry Integrations
  • Customer Service & Support

Plus Commissions – Plan starts at $158/month

  • $158 for 2 users (minimum) per month
  • $79 per additional user per month
  • $29 per agent per month

Includes everything in Agency Management, PLUS the following:

  • Import Commission Statements
  • Assign multiple payees including hierarchies
  • Track by revenue type
  • Agent Statements (online access available)
  • Uncover Missed Commissions
  • Compare Actual vs Expected Commissions
  • Create calendar year projection
  • Generate commission reports
  • Real-time commission analytics

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC

Integrations

  • ACAExpress
  • All Web Leads
  • Datalot
  • DataWerx
  • Employee Navigator
  • Five9
  • HPOne
  • Laser App
  • NextGen Leads
  • Norvax-ProspectZone
  • Rocket Referrals

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

Contact No.

Company's Address

201 Washington St,
Cedar Falls, IA 50613,
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.4

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $5

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Business analysis
  • Contact history
  • Customer database
  • Customizable fields
  • Customizable reporting
  • Expense tracking
  • Project management & planning
  • Project templates
  • Project time tracking
  • Project tracking
  • Billing & invoicing
  • Financial management
  • Inventory tracking
  • Finance & Billing
  • Inventory Management
  • CRM
  • Service Desk
  • Time & expense tracking
  • Finance & billing

Pricing Info

Kaseya BMS pricing is based on a per user basis and starts at $5/user/month.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Spark Alliance

Integrations

Kaseya BMS integrates with the following business systems and applications:

  • QuickBooks
  • Other major RMM and accounting software

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Kaseya Business Management Solution is an all-in-one suite applied to support all the major back-end operations like service desk, customer relationship management, finance, inventory management etc. It provides support to run the daily recurring processes efficiently and effectively. The mobile platform allows quick deployment and web access anywhere.

Company Email

Contact No.

Company's Address

16 W 22nd Street, Suite 2R
New York, NY 10010-5803
USA

Wrike

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $9.80

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Workload management
  • Real-time newsfeed
  • Task management
  • Free mobile apps
  • Interactive timeline (Gantt chart)
  • Real-time newsfeed
  • Document collaboration
  • Discussions in tasks
  • iPhone and Android apps
  • Task prioritization
  • Customized reports
  • Recurrent tasks
  • Time-tracking

Pricing Info

Wrike Business Process Management Software is being offered in 5 flexible enterprise pricing plans, which are designed to meet the varying needs and specifications of businesses and professionals. A free plan for teams of up to 5 users is also available. Here are the pricing details:

Wrike Free Plan

The Free Package is great for a small teams with up to 5 users, plus an unlimited number of collaborators. Other features include:

  • Managing tasks
  • Discussions in tasks
  • File sharing
  • Real-time activity stream
  • Spreadsheet view
  • iPhone/Android apps
  • Advanced email integration
  • Basic app integrations

Wrike Professional Plan – $9.80/user/month with packages of 5, 10 or 15 users (billed annually).

  • All Free plan features
  • Unlimited number of collaborators
  • Storage space from 5GB
  • Unlimited levels of hierarchy folders
  • Dynamic timeline (Gantt Chart)
  • Subtasks
  • Advanced mass actions with tasks
  • Dashboard with custom widgets and 10 shareable dashboards
  • Workload view
  • Time-tracking
  • Reports
  • Notification center
  • Advanced filters
  • MS Project, Excel, iCal, and RSS integrations

Wrike Business Plan – $24.80/user/month (billed annually)

  • This plan works well for teams with 5-200 users, in need of robust work management with customization and exec reporting.
  • All features from the Professional Plan
  • Custom fields & workflows
  • The ability to track anything related to your work. Customize workflow stages to fit your process.
  • Shared real-time reports with scheduled notifications
  • The powerful and easy-to-use report builder lets you visualize and share project status. Subscribe to scheduled notifications to stay on track with regular report updates and reviews.
  • Report templates
  • Use Templates to create reports in seconds. Edit or build reports from scratch using additional filters and groupings. Select column, bar or table charts.
  • Graphical analytics
  • View compelling charts and graphs about any project, folder or tag, and add them to your dashboard. Compare baseline plans to current status. Include column or bar charts in reports.
  • Resource management
  • Allocate people to tasks and projects, resolve schedule conflicts, and reorganize assignments with just a few clicks.
  • Request forms
  • Requests provide the structure and control you need for work intake so you get the right information from the start.
  • Time tracking
  • Track the time spent on a particular task and create time reports for a group of tasks at any given moment.
  • User groups & permissions
  • Group your team members (e.g. accounting, marketing, design etc.) for easier user management and control while advanced privacy settings allow you to control team activity.
  • Salesforce integration
  • Branded workspace
  • Align the look and feel of your Wrike workspace by replacing the Wrike logo with your own.
  • From 50Gb of storage space

Wrike for Marketers – $34.60/user/month (billed annually)

  • All Business Plan features
  • Proofing & Approval
  • Review & approval of digital images and PDF documents. Get clear and actionable feedback to ensure only the right version makes it out the door.
  • Adobe® Creative Cloud® Extension
  • Keep your designers connected to their work within the tools they love
  • Tailored workspaces

Wrike Enterprise Pricing – by quote (the average price is about $35/user/month)

A flexible plan for enterprises that can support from 5 to thousands of users. This plan is ideal for teams that need customization, reporting, and advanced security. The actual pricing is influenced by factors such a number of seats, type of license (annual or monthly), premium support/implementation etc. Features that come with this plan include storage capacities starting from 100GB and special functions like Custom Calendars, Progress Reports, and Extended Security controls among others. Other features included are:

  • All Professional plan features
  • Storage space from 100GB
  • 20 shareable dashboards
  • Custom fields
  • Custom workflows
  • Critical path
  • Progress reports
  • Custom reports
  • User groups
  • Custom calendars
  • Salesforce
  • Single sign-on
  • Extended security controls
  • Folder permissions
  • Branded workspace and emails.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Adobe, Google, EA Sports

Integrations

Wrike Business Process Management Software integrates seamlessly with the following applications:

  • Gmail
  • Google Docs
  • IBM
  • DropBox
  • Google Drive
  • Apple Mail
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft Project
  • Box
  • Slack
  • Salesforce

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A collaboration software with user-friendly navigation and flexible project views for easier project management. It gives you a bird's eye view of your projects to get a better feel of the progress of your efforts. Moreover, its powerful reporting and analytics tools also help you generate accurate reports with actionable insights.

Company Email

marketing@team.wrike.com

Contact No.

Company's Address

70 N 2nd Street
San Jose, CA 95113
USA

Product Comparisons

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Comparision

The products compared on this page are only a small sample of our full Business Process Management Software category and you should take into account that there may be better options available. If you would like to ensure you make the best possible choice for your company we strongly urge you to try out more services first. You can also consider to consult our top 10 Business Process Management Software list to see which software are currently the best ones and leaders in the market.

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