Zywave Agency Management Overview

Zywave Agency Management is a contact management software designed to help businesses manage client relationships, track interactions, and streamline communication. The platform provides tools for organizing contact information, scheduling meetings, and monitoring client engagement, ensuring effective relationship management. Zywave’s analytics offer insights into client interactions, sales performance, and engagement metrics, enabling organizations to optimize their client management strategies. Integration with CRM and project management tools ensures cohesive data handling and communication. Ideal for marketing agencies, sales teams, and service providers, Zywave enhances client management, improves communication, and supports effective relationship-building efforts.

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Contact Details

  • Vendor Name Zywave
  • Founded 1995
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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Zywave Agency Management Features

  • Arrow Icon Search/Filter
  • Arrow Icon Pipeline Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Data Import/Export
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Segmentation
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Sales Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Drag & Drop
  • Arrow Icon Collaboration Tools
  • Arrow Icon Lead Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Distribution
  • Arrow Icon Email Marketing
  • Arrow Icon Opportunity Management
  • Arrow Icon Data Synchronization
  • Arrow Icon Interaction Tracking
  • Arrow Icon Lead Capture
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Zywave Agency Management Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$1000 Per Feature

Zywave Agency Management FAQs

Zywave Agency Management is a contact management software designed to help businesses manage client relationships, track interactions, and streamline communication. The platform provides tools for organizing contact information, scheduling meetings, and monitoring client engagement, ensuring effective relationship management. Zywave’s analytics offer insights into client interactions, sales performance, and engagement metrics, enabling organizations to optimize their client management strategies. Integration with CRM and project management tools ensures cohesive data handling and communication. Ideal for marketing agencies, sales teams, and service providers, Zywave enhances client management, improves communication, and supports effective relationship-building efforts.

  • No, Zywave Agency Management does not offer a free version.

  • Yes, Zywave Agency Management offers a free trial.

  • No, Credit Card details are not required for the Zywave Agency Management trial.

  • Zywave Agency Management offers the following pricing plans & packages:

    Basic

    $1000 Per Feature

  • Zywave Agency Management supports the following payment frequencies:

    • Annual Subscription

  • No, Zywave Agency Management does not offer an API.

  • Zywave Agency Management offers support with the following options:
    • Email , Phone , Chat

  • Zywave Agency Management supports the following languages:
    • English

  • Following are the typical users of the Zywave Agency Management:
    • Self-Employed , Small-Business , Midsize-Business

  • Zywave Agency Management supports the following deployment:
    • Cloud Hosted

  • Zywave Agency Management supports the following devices and operating systems:
    • Web-Based

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