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Zoho CRM vs NowCerts

Zoho CRM

4.3 (6938)
Visit Website

NowCerts

4.8 (150)
Learn More
Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.
Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster....

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile
NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.
NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile

Starting from

US$14.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$99.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.3 /5
(6,938)

Ease of Use

4.2/ 5

Features

4.3/ 5

Customer Service

4.1/ 5

Value for Money

4.3/ 5
Read all reviews

Overall rating

4.8 /5
(150)

Ease of Use

4.7/ 5

Features

4.7/ 5

Customer Service

4.9/ 5

Value for Money

4.9/ 5
Read all reviews

Total features 205

  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Audit Trail
  • Automated Routing
  • Billing & Invoicing
  • Broker/Agent Portal
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cancellation Tracking
  • Case Management
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Claims Management
  • Claims Settlement
  • Claims Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commercial
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Portal
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Homeowners Insurance
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Gamification
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Insurance Eligibility Verification
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Life & Health
  • Lifecycle Management
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multiple Line Rating
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Policy Issuance
  • Policy Library
  • Policy Management
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Property & Casualty
  • Proposal Generation
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Rating Engine
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Referral Tracking
  • Reinstatement Tracking
  • Reinsurance Administration
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • Risk Assessment
  • Role-Based Permissions
  • SSL Security
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third-Party Integration
  • Third-Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • Underwriting Management
  • User Management
  • Version Control
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management

Total features 89

  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Audit Trail
  • Automated Routing
  • Billing & Invoicing
  • Broker/Agent Portal
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cancellation Tracking
  • Case Management
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Claims Management
  • Claims Settlement
  • Claims Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commercial
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Portal
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Homeowners Insurance
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Gamification
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Insurance Eligibility Verification
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Life & Health
  • Lifecycle Management
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multiple Line Rating
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Policy Issuance
  • Policy Library
  • Policy Management
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Property & Casualty
  • Proposal Generation
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Rating Engine
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Referral Tracking
  • Reinstatement Tracking
  • Reinsurance Administration
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • Risk Assessment
  • Role-Based Permissions
  • SSL Security
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third-Party Integration
  • Third-Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • Underwriting Management
  • User Management
  • Version Control
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management
  • 2iNova Practice Management Software
  • ActiveCampaign
  • Automate365
  • Avaya Experience Platform
  • Bedrock Data
  • Box
  • BurstSMS
  • Dealfront
  • Docusign
  • Dropbox Business
  • Eventbrite
  • GetResponse
  • Gmail
  • GoTo Meeting
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Drive
  • Google Workspace
  • HubSpot CRM
  • IVANS Download
  • Join.Me
  • Jotform
  • Keap
  • Kixie PowerCall
  • Klenty
  • Knowlarity
  • LinkedIn for Business
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • OneDrive
  • Operations Hub
  • PandaDoc
  • PayPal
  • Proposify
  • QuickBooks Online
  • QuickBooks Online Advanced
  • QuoteWerks
  • Quoter
  • RingCentral Contact Center
  • SMS-Magic
  • Saasu
  • Shopify
  • SimplyCast
  • Skyvia
  • Slack
  • SurveyMonkey
  • Trello
  • TurboRater
  • Twilio
  • Twitter/X
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Assist
  • Zoho Billing
  • Zoho Books
  • Zoho Campaigns
  • Zoho Cliq
  • Zoho Creator
  • Zoho Desk
  • Zoho Expense
  • Zoho Forms
  • Zoho Mail
  • Zoho Meeting
  • Zoho Projects
  • Zoho SalesIQ
  • Zoho Sign
  • Zoho Social
  • Zoho Survey
  • Zoho Writer
  • airSlate SignNow
  • iQuoteXpress
  • mailparser.io
  • 2iNova Practice Management Software
  • ActiveCampaign
  • Automate365
  • Avaya Experience Platform
  • Bedrock Data
  • Box
  • BurstSMS
  • Dealfront
  • Docusign
  • Dropbox Business
  • Eventbrite
  • GetResponse
  • Gmail
  • GoTo Meeting
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Drive
  • Google Workspace
  • HubSpot CRM
  • IVANS Download
  • Join.Me
  • Jotform
  • Keap
  • Kixie PowerCall
  • Klenty
  • Knowlarity
  • LinkedIn for Business
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • OneDrive
  • Operations Hub
  • PandaDoc
  • PayPal
  • Proposify
  • QuickBooks Online
  • QuickBooks Online Advanced
  • QuoteWerks
  • Quoter
  • RingCentral Contact Center
  • SMS-Magic
  • Saasu
  • Shopify
  • SimplyCast
  • Skyvia
  • Slack
  • SurveyMonkey
  • Trello
  • TurboRater
  • Twilio
  • Twitter/X
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Assist
  • Zoho Billing
  • Zoho Books
  • Zoho Campaigns
  • Zoho Cliq
  • Zoho Creator
  • Zoho Desk
  • Zoho Expense
  • Zoho Forms
  • Zoho Mail
  • Zoho Meeting
  • Zoho Projects
  • Zoho SalesIQ
  • Zoho Sign
  • Zoho Social
  • Zoho Survey
  • Zoho Writer
  • airSlate SignNow
  • iQuoteXpress
  • mailparser.io

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