NextAgency
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Commission Tracking & Auditing
- CRM
- Triggered Workflows
- Task Tools
- Multiple Reminders
- To-Do Lists
- Notes
- Pipelines
- Benefit Portals
- Data Security
Pricing Info
Pricing Info
NextAgency’s Standard Platform costs $75 per month (after promotions and discounts) for the first user and $33 per month for each additional user. Adding Commission Management adds another $75 per month.
Integrations
Integrations
NextAgency integrates with the following:
- Ease (Benefit Enrollment Software)
- Zapier
API is also available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Fran Florez, Tom Garnett, John Widham
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 highly adaptive agency management software that helps life and health insurance agencies show and prove their value to clients.
Company Email
sales@nextagency.com
Contact No.
Company's Address
NextAgency
Take 44, Inc.
San Franciso, California,
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Customer and contact management
- Email ticketing system
- Personal dashboard
- Flexible task and event management
- Complete traceability with customer and contact logging
- Sales/marketing calendar with Outlook integration
- Product/services catalogue
- File and document management with complete indexing and search
- Mass email
- Web forms
- Sales chat tool for easy web site integration
- Email integration with templates
- Flexible workflow and process management
- Customer project management
- SLA’s with escalations to make sure service targets and customer retention targets are met
- Data import and export capabilities
- Web service API for integration with back end systems
- Completely web based with mobile app
Pricing Info
7For the Small plan, subscription starts at 19 euros per user per month, which gives access to the base module containing the following core functions: group calendar, issue/case tracking, PM reports and statistics, Search, Users & Permissions.
For Medium, subscribers are entitled to the base module plus the following: project management functions, email ticket system, support center and live support chat. Rate is at 33 euros per user per month.
The Large plan is at 47 euros per user per month. It is equipped with all the functionalities for the Small and Medium subscription packages, plus these additional features: CRM, corporate branding, product/asset inventory and enterprise chat. This is recommended for big organizations who want to maximize their functions.
There is also a Pick & Choose pricing plan where each module or core function is priced individually, and you choose depending on what you need.
Integrations
There is a VisionFlow mobile app available. Other integrations not specified.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Toyota, Swiss Armed Forces, Brio, Saab, SKF
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
VisionFlow is modular and responsive to your needs and gives you the setup your project requires.
Company Email
info@visionflow.com
Contact No.
Company's Address
Visionera AB
Vegagatan 3
11329 Stockholm, Sweden
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Both NextAgency and VisionFlow were evaluated by a panel of independent SaaS experts who prepared a detailed analysis of all key aspects of every app. Their final score was prepared by means of unique SmartScore algorithm that calculates a separate partial score to every element like: main functionalities, client support, mobile device support, security, customer satisfaction and reviews in other media. We realize useful features are not the only aspect essential to a business so we do our best to pay attention to all facets of a solution before calculating its final score.
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