OptimumHQ
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
- Unlimited Workflows
- SSL and At Rest Encryption
- Format Any Kind of Data
- Web Access
- Unlimited Bandwidth
- Marketing Dashboard Plugin Included
- CMS and CRM Plugins Included
- Survey Functionalities Included
- Web Analytics Included
- Access to Friendly Solutions Architects
Pricing Info
OptimumHQ offers the following basic and enterprise pricing packages:
Standard – $200/month (Annual Billing)
- Up to 1M Records
- Unlimited Workflows
- Up to 5 Users
- $80 Each Additional User
- SSL and At Rest Encryption
- Format Any Kind of Data
- Web Access
- Unlimited Bandwidth
- Marketing Dashboard Plugin Included
- CMS and CRM Plugins Included
- Survey Functionalities Included
- Web Analytics Included
- Access to Friendly Solutions Architects
Enterprise – starts at $2,000/month (Annual Billing)
- All Standard features
- Unlimited Records
- 24/7 Technical Support
- HIPAA Compliant
- Isolated Environments
Integrations
OptimumHQ can integrate with any other software that has an open API.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SelfStorageAuction.com, Fiduciary Outsourcing, LearnKey
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
OptimumHQ allows companies to quickly and efficiently build custom workflows and datasets specific to their needs.
Company Email
Contact No.
Company's Address
Optimum Technologies
1955 S. Val Vista Dr., Suite 118, Mesa
Arizona, 85204
USA
OptimumHQ Comparisons
Popular OptimumHQ Alternatives
You should note that even though both AgencyBloc and OptimumHQ may have a top quality array of features every solution could be created for a different company size. If you are studying different apps you should pay attention to a company size they are meant for. Some features may scale up with no problem for large enterprises but if you run a small or medium business it’s frequently better to stay away from paying for customized functionalities that you might never actually use.
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