In the competitive realm of Customer Relationship Management (CRM) solutions, the choice between Agent CRM and NextLevel CRM plays a pivotal role in shaping your business success. This detailed comparison will spotlight distinct features from each platform, ultimately revealing why Agent CRM stands as the unparalleled choice for businesses seeking a top-tier CRM solution.

Factors to consider when choosing a CRM:

When evaluating CRM options for your business, several factors should guide your decision-making process:

  • Assess your specific business needs and objectives to ensure the CRM aligns with your goals. Consider the scalability of the CRM to accommodate your business growth and evolving requirements over time. 
  • Usability is paramount, so opt for a platform with an intuitive interface to enhance user adoption and productivity. 
  • Consider integration capabilities to integrate your existing tools and applications.
  • Strong customer support and training options contribute to a smooth onboarding process and ongoing user satisfaction. 
  • Evaluate the system’s customization capabilities to tailor it to your unique workflows and processes. 
  • Factor in the total cost of ownership, including subscription fees, potential add-ons, and any hidden costs, to ensure the chosen CRM aligns with your budgetary considerations.

By considering these aspects, you can make an informed decision that aligns with your business’s present and future needs.

Agent CRM and NextLevel CRM Feature Comparison

Power Dialer:

Power Dialer is a must-have feature of every insurance CRM. Power dialing allows you to effectively communicate with your accumulated leads without missing out on a single one and saves time. Agent CRM comes with a good power dialer that will help your agents to manage and call every lead efficiently.

NextLevel CRM also brings the powerful feature of a power dialer for its customers.

Click & Play Library:

A free training library is another exciting feature of Agent CRM, which makes it easy for every person to get familiar with this powerful marketing tool. With the Click & Play library, everybody can learn how to use CRM and take full advantage of this fantastic tool to boost their business.

On the other hand, NextLevel CRM has no click and play library.

Email Marketing:

You can use plenty of email templates to pitch your message effectively to your potential leads and clients. The email templates are easy to customize and can be delivered from the CRM dashboard without delay. Moreover, you can use Agent CRM mobile app to check and reply to emails on the go.

NextLevel CRM is on par with Agent CRM in this regard. It allows clients to manage and send emails for effective marketing campaigns effortlessly.

Exclusive Features for Success:

Agent CRM introduces exclusive tools like ScheduleBot, AI-Powered Follow Up, Funnel Library with 100s of Funnels, and Pre-Built Automations. These features are absent in NextLevel CRM, giving Agent CRM users a distinctive advantage in efficiency and productivity.

Call Tracking & Analytics:

Call tracking and analytics are essential features to record the activity of leads coming your way. With Agent CRM, you can record every action of your leads through a cookie. It gives you a clear idea about the intent of your leads and thus increases the chances of lead conversion.

Similarly, you can also track and analyze every lead in detail with NextLevel CRM to improve the lead-generation process for your business. So don’t worry — you will never miss out on any lead in the future.

Customer Support Excellence:

Both platforms offer customer support. NextLevel offers 24/7 chat support, alongside zoom calls and slack channels for support communication. 

Agent CRM’s commitment to exceptional customer support, including daily live Zoom calls, complimentary onboarding, ​live chat within the desktop app (available 24/7) and rapid response time for emails, surpasses the support offered by NextLevel. Agent CRM users benefit from world-class support that outweighs other CRMs. 

Cost-Effective AI Integration:

Both platforms provide AI integration. However, Agent CRM offers exclusive features including ScheduleBot, the AI powered tool that schedules appointments on your Agent CRM Calendar. 


Pricing can be a decisive factor for many businesses in picking up the best CRM for their workflow automation. So let’s look at the pricing of these popular tools for businesses.

Agent CRM stands out with its budget-friendly pricing, offering a free 14-day trial followed by a competitive monthly fee of only $97. In contrast, NextLevel CRM comes at a higher cost of $147/month.


While both Agent CRM and NextLevel CRM bring valuable features to the table, Agent CRM emerges as the superior choice for businesses seeking a holistic and advanced CRM solution. With innovative automation, personalized marketing superiority, exclusive success-oriented features, advanced data optimization, exceptional customer support, and the best price, Agent CRM stands at the forefront of CRM excellence. Choose Agent CRM for a transformative CRM experience that propels your business towards unparalleled success.


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Agent CRM Team

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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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