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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Doplac's tools allow you to search for and collect B2B leads. Automate social marketing and multi-channel outreach. Manage your meetings with ease. Create projects and assign members to teams. Doplac CRM is everything an agency requires to go from zero-to-hero, from managing relationships to generating leads. It has everything you need to boost your agency's success. Use Doplac's power to automate and streamline your agency's workflows. This will allow you to focus on closing more business. Doplac is an affordable and robust CRM tool suite which helps businesses manage sales, marketing and customer service to drive sustainable growth and success. Doplac CRM is designed to meet the specific needs of agencies. It helps agencies with everything from finding new clients to marketing, connecting with clients, scheduling appointments, managing clients and projects, and even getting paid.

Description

Optimize essential workflows to drive sustainable growth. Agencies require a structured approach to seek and secure new business while simultaneously offering exceptional service to retain existing clients. Equip your agency with cutting-edge technology to automate routine tasks, enabling you to provide outstanding value to both prospects and clients. By leveraging technology, you can stay ahead of qualified leads and maintain your current client base, enhancing your sales, renewals, and service processes. Transform the entire journey—from lead generation to contract renewals—by utilizing the innovative tools offered in the Zywave Sales Cloud. Elevate your competitive edge with our all-inclusive suite of resources designed to generate fresh leads, foster relationships with prospects and current clients, and optimize servicing workflows. This robust platform simplifies your entire sales approach, allowing you to identify and engage new leads effortlessly, manage communications seamlessly, and take charge of prospect meetings by presenting actionable insights. With these tools at your disposal, your agency can achieve remarkable efficiency and effectiveness in all areas of operation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon SES Yes 
Amazon Web Services (AWS) Yes 
Brevo Yes 
Elastic Email Yes 
Facebook Yes 
Google Cloud Platform Yes 
Google Meet Yes 
Google Workspace Yes 
Instagram Yes 
LinkedIn Yes 
Microsoft 365 Yes 
Pinterest Yes 
SendGrid Yes 
TikTok Yes 
X (Twitter) Yes 
YouTube Yes 
Zoom Yes 
Zywave BrokerageBuilder No 
Zywave CPQ No 
eDataSource Yes 

Integrations

Amazon SES No 
Amazon Web Services (AWS) No 
Brevo No 
Elastic Email No 
Facebook No 
Google Cloud Platform No 
Google Meet No 
Google Workspace No 
Instagram No 
LinkedIn No 
Microsoft 365 No 
Pinterest No 
SendGrid No 
TikTok No 
X (Twitter) No 
YouTube No 
Zoom No 
Zywave BrokerageBuilder Yes 
Zywave CPQ Yes 
eDataSource No 

Pricing Details

$71 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Doplac

Country

United States

Website

app.doplac.com/login

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

zywave.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

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