AgencyBloc
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Secure Client Portals
- CRM Client Management Tool
- File Sharing Portal
- Project & Task Management
- Integrated Project Calendar
- Invoicing & Recurring Billing
- Time Tracking & Billing
- Proofing & Approval Tool
- Email & Drip Marketing Tool
- Privacy Encrypted Email
- Live Direct & Group Chat
- White Label Branding
Pricing Info
Pricing Info
SuiteDash offers the following basic and enterprise pricing packages:
Start – $19/month or $15/month (Annual Billing) or $685 One-Time Payment
- Core Productivity Platform
- Unlimited CRM Contacts
- Unlimited Staff/Team
- Unlimited Projects
- Unlimited Portals
- 100GB File Storage
Thrive – $49/month or $40/month (Annual Billing) or $1,750 One-Time Payment
- All Start Features
- 500GB File Storage
- Branded Environment
- Email Marketing Tool
Pinnacle – $69/month or $55/month (Annual Billing) or $2,500 One-Time Payment
- All features
- 1TB File Storage
- Custom Branded URL/Login
Integrations
Integrations
SuiteDash integrates with the following business systems and applications:
- QuickBooks
- WordPress
- Sendgrid
- Zapier
- Stripe
- Braintree
- PayPal
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
SuiteDash is a cloud-based integrated client dashboard software that combines all business capabilities and tools.
Company Email
questions@suitedash.com
Contact No.
Company's Address
SuiteDash Inc.
PO Box 110163,
Research Triangle Park, NC 27709
United States
SuiteDash Comparisons
Popular SuiteDash Alternatives
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
- Quoting
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
- 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
If you are still having second thoughts about which service will work best for your company it might be a sensible idea to investigate each service’s social metrics. Such metrics are quite often an indicator of how popular a given solution is and how extensive is its online presence.For example, if you check SuiteDash LinkedIn profile you’ll find out that they are followed by 7 users. In case of AgencyBloc the volume of followers on their LinkedIn page is 383.
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