AgencyZoom
agencyzoom.comInsurance sales pipelines with timed communication and internal tasks
Insurance sales pipelines with timed communication and internal tasks
Connect subscription checkout with dunning and affiliate tracking
Create internal and customer-facing knowledge from team files and links.
Custom Google Forms with calculated answers and website styling.
Insurance deal pipelines with agent-specific follow-up automation
Commerce retention journeys with explicit pause and version-transition choices
Sales beat plans that retain visits and reasons for zero orders
Self-hosted customer records with configurable lead and opportunity pipelines
Shopify product reviews with photo, video and storefront displays on a permanent free plan
Warehouse-connected lifecycle campaigns with explicit entry and re-entry controls
Shopify subscriptions with lifecycle journeys, bulk edits and customer self-service
Monitor networks, servers, and hybrid infrastructure with agentless discovery, maps, dashboards, and alerts.
Track project hours and invoice work with a self-hosted or hosted open-source time tracker.
Adaptive forms with conversational questions and response analysis
Add bank payments and organized financial data to customer applications
Embed investing through account, funding and brokerage APIs
Use a managed Prometheus-compatible backend for metrics from EKS and other Kubernetes clusters.
Offer customers available appointment times through a booking page connected to Microsoft 365 calendars.
Real-estate contact management with a website and behaviour-informed follow-up
A research repository connecting findings to their source material
Sales opportunities that continue into orders and delivery projects
Route standardized customer events into warehouses and connected business tools.
Lead assignment rules that account for territory, capacity and availability