CRM Comparison

CRM Comparison Chart

Focus

FeatureLittle GiantAgencyZoomAgency MVPRicochet360
Industry FocusInsuranceInsuranceInsurance⚠️ Limited
Apex/Alta Integration

CRM & Lead Management

FeatureLittle GiantAgencyZoomAgency MVPRicochet360
Lead Provider Integrations
Pipelines
Pre-Built Email/SMS Templates
Build Custom Forms⚠️ Limited⚠️ Limited⚠️ Limited
QR Codes
Ready-to-Use Automated Workflows

Communication Tools

FeatureLittle GiantAgencyZoomAgency MVPRicochet360
Phone System/SMS⚠️ Integrations⚠️ Integrations
Phone Included in Price⚠️ Limited⚠️ Limited
Dialer Ability
Connect to Call
A2P Compliant Website
Facebook Messenger, IG DMs, WhatsApp

Scalability & Support

FeatureLittle GiantAgencyZoomAgency MVPRicochet360
Proven Growth Strategy
Advanced Reporting Dashboards
Unlimited Support on ALL plans

Marketing & Branding

FeatureLittle GiantAgencyZoomAgency MVPRicochet360
Social Media Plugins
Google Reviews Connection
Insurance Website Templates

AI & Automation

FeatureLittle GiantAgencyZoomAgency MVPRicochet360
ChatGPT Integration
Conversation AI & Voice AI
Legend: ✅ = Supported | ⚠️ Limited = Partial or Limited | ❌ = Not Supported

gROW (CRM)

$180/m

  • Unlimited Users

  • Unlimited Contact Space

  • Unlimited Customer Support

  • A2P Phone Compliant Website

  • Prospect Pipeline

  • Customer Ticket Pipeline

  • Read-To-Use Automation

  • 40+ SMS/email templates

  • Lead Integrations

  • Activity Dashboards

  • User Training Courses

  • Farmers Quoting Integration

Receive 2 Months Free on Annual Plan

No contracts - cancel anytime

SCALE (CRM/aNALYTICS)

$480/m

  • Everything in Grow plus

  • 7 Marketing Workflows

    • Comparison rater

    • Automated Calls

    • Cross-selling

    • Referral

    • Life Quote

    • Win-backs

    • Google Reviews

  • Advanced Reporting

    • Master Dashboard

    • Lead Analytics

    • Cohort Analysis

    • Folio Board

Receive 2 Months Free on Annual Plan

No contracts - cancel anytime

aNALYTICS ONLY

$300/m

  • Excel Imports

  • Webhooks

  • Advanced Reporting

No contracts - cancel anytime

STILL NOT SURE?

Onboarding Experience

We make sure you and your team are setup for success with hands on training and scheduled check-ins.

Week 1: Build and Prep

We kick off with setting the foundation for your success. During this time, we configure your CRM, provide a compliant website for A2P phone number verification, and set up your lead providers. Our goal is to ensure your tools and processes are ready for immediate use.

Week 2: One Hour Onboarding Call & Daily Check-ins

Your entire team joins a comprehensive onboarding call designed to get everyone up to speed and working the system right away. Daily check-ins follow to answer questions, resolve any issues, and maintain momentum during the critical early days.

Week 3: Review Productivity Dashboards

Dive into the data that drives your agency's success. Learn to navigate your customized dashboards, track key performance metrics, and use insights to guide your decision-making for optimal results.

Week 4: Strategy Call - Review Master Dashboard

Take a strategic approach to growth with a focused call on your master dashboard. Collaborate with our experts to analyze performance, refine lead strategies, and develop actionable plans to achieve your goals.

Week 5: Team Training and Education

Ensure your entire team is fully equipped to succeed with specialized training sessions. From mastering the CRM to leveraging advanced features, we provide the knowledge and tools your team needs to excel.

Week 6: Lead Source Optimizations

Maximize your ROI by analyzing and optimizing your lead sources. We'll guide you through the process of identifying high-performing channels and fine-tuning your strategies to scale success.

Week 7 - 12: Rinse and Repeat

Solidify your growth with ongoing support and regular check-ins. We help you refine processes, adapt strategies, and continuously improve performance for sustained success.

Frequently Asked Questions

What kind of support do you provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

How Do I Get Started?

Sign up for a Demo of our Gold or Platinum plan and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.

How Secure Us My Customer Data?

IIn 2021, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.

How Does Your Automation Work?

We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.

Can I Cancel My Account At Any Time?

You can cancel at any time. No need to worry about obligations or contracts.

What Platforms Do You Integrate With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.

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Schedule a Demo Now!