---
description: Get a quick and detailed side-by-side comparison for Agency Matrix vs Zoho CRM. GetApp will help you learn more about each of these software benefits and disadvantages.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Agency Matrix vs Zoho CRM Comparison | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Insurance Software](/directory/664/insurance/software) > [Agency Matrix \<span\>vs\</span\> Zoho CRM](https://www.getapp.com.au/compare/9381/9908/agency-matrix/vs/zoho-crm)

# Compare Agency Matrix vs Zoho CRM

Canonical: https://www.getapp.com.au/compare/9381/9908/agency-matrix/vs/zoho-crm

> Detailed comparison between Agency Matrix and Zoho CRM. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Agency Matrix | Zoho CRM |
| **Overall rating** | 3.7/5 | 4.3/5 |
| **Total Reviews** | 103 | 6985 |
| **Starting Price** | - | USD 14.00 |
| **Free Trial** | No | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | Live Online, Webinars, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Agency Matrix

- Activity Dashboard
- Activity Tracking
- Calendar Management
- Client Management
- Client Portal
- Contact Database
- Contact Management
- Customizable Reports
- Document Management
- Document Storage
- Email Marketing
- Lead Management
- Pipeline Management
- Quotes/Estimates
- Reminders
- Reporting & Statistics
- Self Service Portal
- Task Management
- Third-Party Integrations
- Workflow Management

### Zoho CRM

- Activity Dashboard
- Activity Tracking
- Calendar Management
- Client Management
- Client Portal
- Contact Database
- Contact Management
- Customizable Reports
- Document Management
- Document Storage
- Email Marketing
- Lead Management
- Pipeline Management
- Quotes/Estimates
- Reminders
- Reporting & Statistics
- Self Service Portal
- Task Management
- Third-Party Integrations
- Workflow Management

## Links

- [View Agency Matrix Profile](https://www.getapp.com.au/software/9381/agency-matrix)
- [View Zoho CRM Profile](https://www.getapp.com.au/software/9908/zoho-crm)
- [View Original Comparison](https://www.getapp.com.au/compare/9381/9908/agency-matrix/vs/zoho-crm)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Agency Matrix vs Zoho CRM Comparison | GetApp Australia 2026","description":"Get a quick and detailed side-by-side comparison for Agency Matrix vs Zoho CRM. GetApp will help you learn more about each of these software benefits and disadvantages.","url":"https://www.getapp.com.au/compare/9381/9908/agency-matrix/vs/zoho-crm","about":[{"@id":"https://www.getapp.com.au/software/9381/agency-matrix#software"},{"@id":"https://www.getapp.com.au/software/9908/zoho-crm#software"}],"breadcrumb":{"@id":"https://www.getapp.com.au/compare/9381/9908/agency-matrix/vs/zoho-crm#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.getapp.com.au/compare/9381/9908/agency-matrix/vs/zoho-crm#webpage","publisher":{"@id":"https://www.getapp.com.au/#organization"},"inLanguage":"en-AU","isPartOf":{"@id":"https://www.getapp.com.au/#website"}},{"name":"Agency Matrix","description":"Agency Matrix's solution provides easy-to-use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image, and report you could ever need or want is just a click away.\n\nAgency Matrix has all the tools you need to stay organized, paperless and in tune with your business.\n\nHome Page\nCustomize with your agency logo\nWrite office notes to staff\nStaff time in feature\nLocate the nearest office for your clients\n\nCustomer Detail\nEasy access to customers\nAutomated address correction\nPrint customer letters in seconds\nUnlimited photo &amp; document upload\nQuick link to insurance company","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/81aadc3e-9fb5-4b5e-bc3e-51203b133acb.png","url":"https://www.getapp.com.au/software/9381/agency-matrix","@type":"SoftwareApplication","@id":"https://www.getapp.com.au/software/9381/agency-matrix#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":3.7,"bestRating":5,"ratingCount":103},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"name":"Zoho CRM","description":"Zoho CRM is an omnichannel customer relationship management platform that helps global businesses to take control of the business processes to build lasting customer relationships. The web-based platform can be personalized to suit industries of all types and sizes. Zoho CRM offers integration with various Zoho products and extends its capacity with various third-party app extensions, including G Suite, Office 365, Salesforce, and other popular apps.\n\nZia is an AI-based sales assistant for Zoho CRM that helps individual reps and sales teams detect anomalies in the sales process before they occur, suggest the best time to contact a prospect, and study sales patterns. Zia can provide each sales rep with personalized CRM data, intelligent alerts, task reminders, and suggestions in order to aid sales. \n\nBusinesses can use the Zoho CRM omnichannel CRM to nurture customer relationships anytime, anywhere. From phone, to live chat, to email, to social media, businesses can communicate and connect with their clients to enhance the customer experience. Notifications can automatically alert users of each new customer interaction or new contact. \n\nThe advanced CRM analytics module, allows users to sync and integrate Zoho CRM data to gain better insights. Users can create custom dashboards and reports on metrics such as lead generation, revenue, deals, and more. When it comes to a CRM solution, one size doesn't fit all businesses. That's why Zoho CRM lets businesses personalize the interface to meet the particular requirements of the organization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/cd6e1641-20aa-4d86-96c4-09d6ac07c156.jpeg","url":"https://www.getapp.com.au/software/9908/zoho-crm","@type":"SoftwareApplication","@id":"https://www.getapp.com.au/software/9908/zoho-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.3,"bestRating":5,"ratingCount":6985},"offers":{"price":"14","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance Software","position":2,"item":"/directory/664/insurance/software","@type":"ListItem"},{"name":"Agency Matrix vs Zoho CRM","position":3,"item":"https://www.getapp.com.au/compare/9381/9908/agency-matrix/vs/zoho-crm","@type":"ListItem"}],"@id":"https://www.getapp.com.au/compare/9381/9908/agency-matrix/vs/zoho-crm#breadcrumblist"}]}
</script>
