AgencyHR Reviews

“Aligned management tools!!

Pros

For me, it's all about how everything just flows together, the way it organizes columns, the smart cycle functions, the templates and the lead histories. It all adds up to a system that makes managing our pipeline genuinely smooth and efficient

Cons

Sometimes I face issues when integrating it with our phone system but they're manageable.

“Smart tracking

Pros

It really helps me track my leads and sales individually which keeps me on top of every deal.

Cons

This program works really well for me and helps manage our business efficiently.

“Unclear workflow and overlapping tasks

Pros

The leads section is the only part I find genuinely useful for my workflow.

Cons

It feels like the workflow is missing, multiple users end up overlapping on the same accounts which wastes time. Maybe we haven't been taught everything properly since the instructions and software both feel vague.

“time saving automation features

Pros

I love how automation takes over manual follow ups. It saves me time and lets me focus on talking to new clients.

Cons

I notice a few features that I think should be standard for a CRM but I appreciate that new updates keep improving it.

“All in one CRM!

Pros

After trying so many CRMs, I honestly think this tool stands out. It keeps my agency organized with leads, commissions, automation and retention, all at a great price.

Cons

Like any CRM, there's always room to grow. I like that it actually listens to feedback and keeps adding integrations and refinements.

“Easy interface and responsive support

Pros

What I appreciate most is how simple the interface feels. It's easy to use and the team listens to feedback seriously, even helping with issues beyond their scope.

Cons

I wish I could manually edit workflows. The long term retention automation also isn't fully developed yet which limits flexibility.

“perfectly automated & accurate

Pros

I like that it keeps everyone's sales and commissions up to date and by the end of the month, all calculations are practically done.

Cons

Nothing to mention here from my side.

“Transformative tool with great visibility

Pros

Since I started using it back in 2018, my agency has completely transformed. It gives clear visibility on goals, simplifies tracking and the support team is always helpful and responsive.

Cons

I don't have any real complaints. At first, I hoped for AMS integration and I'm glad they're working on it, it'll make things even smoother.

“Commission calculator saves time

Pros

The commission calculator saves me a couple of hours every month. Getting that time back makes a huge difference in my day.

Cons

According to me there's really nothing to dislike here.

“essential daily tool for teams

Pros

For my team and me, it's become an everyday essential. The interface is clear and simple and the accountability boost has changed how we hit goals.

Cons

Everything works great for me. I'd just love a feature to track whether a sale is a "bundle," which matters for Allstate but isn't essential overall.

“Simplified goal and compensation tracking

Pros

It simplifies goal setting, compensation and tracking for both me and my staff. It's simple, reliable and just works perfectly.

Cons

The software runs smoothly for me with no issues. I just think it would be great to integrate this tool and payroll into one system in the future.

“Complete agency management solution

Pros

This platform has completely improved how my agency operates, from onboarding and payroll to scheduling and customer service. The support team is quick and I can tell they keep improving.

Cons

I don't have anything negative to mention.

“Real time business tracking

Pros

I love being able to track new business in real time. It saves me a ton of admin time and keeps everything running smoothly.

Cons

No issues so far, everything's been great.

“Flawless software and top notch support

Pros

For me, it's a total game changer. It tracks every sale, integrates payroll and motivates the team with live updates. The software is flawless and the customer service is unbeatable.

Cons

There's nothing negative I've noticed at all.