A clear look at your options.
Published plan information, checked October 15, 2026. Compare included users and workflows. Features vary by plan and provider.
| CRM | Monthly plans | Users | Details |
|---|---|---|---|
| Pacifica | $25 / $100 / $200 | 1 / 5 / 10 | One workspace. Larger agencies: contact us for custom seats. Provider usage is separate. |
| AgencyZoom | $149 / $199 / $349 | 7 included | Independent-agency monthly plans; contact sales for additional seats. |
| InsuredMine Lite | $219 (billed annually) | Up to 10 | Flat tier; higher tiers and integration allowances differ. |
| Better Agency | $59 solo / $89 team | 1 / 2; +$49 per additional team seat | Same published feature set across seat plans. |
| HighLevel | $97 / $297 / $497 | Unlimited | Sub-account limits and add-ons vary; usage is separate. |
The feature checklist
Listed means the feature is offered. Connected services and usage charges vary by provider. Partial and planned features are identified separately.
| Workflow | Pacifica | AgencyZoom | Better Agency | HighLevel |
|---|---|---|---|---|
| Sales pipeline and opportunity tracking | ListedLead stages, dispositions, assignment and deal values. | Listed | Listed | Listed |
| Browser dialer and call history | ListedBusiness-number calling, automatic queue progression, call outcomes and recordings. | Confirm native dialing scope | Confirm native dialing scope | Confirm plan and usage |
| CSV import and duplicate handling | ListedImport contact fields and merge matching records while retaining CRM history. | Confirm import scope | Confirm import scope | Confirm import scope |
| Public business prospecting | ListedZIP-based business discovery, registration research and source evidence in Miner. Buying interest is confirmed separately. | Confirm with vendor | Confirm with vendor | Confirm prospecting scope |
| Online quote intake | ListedShareable quote intake links that bring customer submissions into the workspace. | Confirm with vendor | Confirm with vendor | Confirm form scope |
| Contacts, lead sources and sales reporting | ListedContact history, source costs, outcomes and book premium. | Listed | Listed | Listed |
| Two-way SMS and email | ListedTwilio SMS/MMS and connected email; saved history and attachments. | Plan dependent | Listed | Usage charges |
| Staff tasks and follow-through | ListedToday turns call notes into an evidence-linked checklist; Done, snooze and Undo. AI connection required. | Listed | Listed | Workflows |
| Cloud follow-up automation | ListedDaily audience rules, opt-out controls and failed-number handling; scheduled cloud runs. | Listed | Listed | Listed |
| Renewal tracking | ListedSaved policy dates, reminders and conversation date extraction. Carrier renewal feeds require provider access. | Plan dependent | Listed | Configurable workflows |
| Phone app and business texting | ListedBusiness-number SMS and matching light/dark themes; available in the current phone app build. | Listed | Confirm with vendor | Listed |
| Google / Outlook calendar | ListedAppointments and payments; connected Google and Outlook accounts. | Confirm with vendor | Confirm with vendor | Booking calendars |
| AI document capture | ListedPhoto/PDF extraction, including license, DOB and vehicle fields, with human review. | Confirm with vendor | Confirm with vendor | AI tools; scope varies |
| Referral attribution and partner portals | PartialReferral source tracking exists. Dedicated partner portals and referral commissions are planned. | Plan dependent | Confirm with vendor | Affiliate tools; confirm scope |
| Service / claims case management | PartialNotes, documents and staff reminders work now. Dedicated case stages, SLAs and assignment queues are planned. | Service center on Pro | Listed | Configurable workflows |
| Automated review requests and reputation inbox | PlannedDedicated review campaigns and Google review ingestion are not connected yet. | Plan dependent | Confirm with vendor | Listed |
| AMS and comparative-rater integrations | PlannedProvider contracts, credentials and tested field mappings are required. | Listed; extra costs possible | Confirm specific AMS | Confirm insurance adapters |
| Producer goals, commissions and HR | PartialTeam access and activity reports exist; commission calculations, goals and HR workflows are planned. | Plan / agency dependent | Team visibility; confirm scope | Reporting; confirm scope |
| Social publishing and ad management | PlannedAdvertising accounts and channel integrations are not connected yet. | Confirm with vendor | Confirm with vendor | Listed |