Pocketknife vs. other CRMs

Everything they charge extra for, included.

Most insurance CRMs cover one line of business and sell the rest as add-ons. Pocketknife covers every line, with the CRM, website, commissions, contracting and compliance in one login.

$50per user, per month

30 daysfree to try

$0setup fees or usage charges

Side by side

How Pocketknife compares with four CRMs insurance agents commonly use, based on each company's published information.

Swipe the table to see every company →

Feature	Pocketknife	AgencyBloc	AgencyZoom	GoHighLevel	Salesforce Financial Services Cloud
Published price	$50 per user / month	Custom quote only	$149–$349 / month for up to 7 seats	$97–$497 / month, plus usage fees	$325–$700 per user / month, billed annually
Built for	Medicare, ACA, life, annuities, P&C and securities	Life and health agencies	P&C agencies	General small businesses	Large financial firms
Insurance CRM and pipeline	Included	Included	Included	General CRM, set up yourself	Configured by a partner
Your own agent website	Included, on your own domain	Premium plan	Producer referral pages (Growth plan)	Included	Separate product
Commission tracking by carrier	Included, with missing-pay and chargeback tracking	Sold as a separate system	Not listed on independent plans	Not built in	Custom build
Medicare Scope of Appointment	Included, signed on the client's phone	Premium plan	Not built for Medicare	Not built in	Custom build
Carrier directory and contracting	200+ carriers, requests and ready-to-sell checks	Agent appointment tracking	Not listed	Not built in	Custom build
License, E&O and CE vault with reminders	Included	Document storage included	Not listed	Not built in	Custom build
Securities (IA and BD) workspace	Included	Not listed	Not listed	Not built in	Available
Downline and agency view	Included	Included	Team management	Sub-accounts	Custom build
Charges for texts, email or calls	None. Calls go through your own phone or dialer	Varies by plan	Varies by plan	Billed separately on every plan	Varies by setup
Separate logins for clients, CPAs, estate attorneys and P&C agents	Each gets their own view of the shared client file, with the client's permission Launching soon	Not listed	Not listed	Not built in	Custom build
Invite links, codes and QR codes to recruit	Included, with link plus code confirmation	Not listed	Not listed	Not listed	Custom build
Agents control what their upline sees	Switches for licensing, contracting, production and clients	Not listed	Not listed	Not built in	Custom build
Works with the CRM you already use	Yes. Keep yours or switch, your choice	Integrations available	Integrations available	Integrations available	Integrations available

IncludedLimited, extra cost or extra setupNot offered or not listed

Why agents switch

One login. One bill. Every line.

Stop paying for a stack

A CRM, a website, a commission tracker and a compliance tool usually mean four bills. Pocketknife is one.

Sell every line from one place

Medicare, ACA, life, annuities, P&C and securities, without a separate system for each.

No surprise charges

No setup fees and no per-text or per-minute charges. Calls go through the phone or dialer you already use.

Everyone on the same page

Clients, CPAs, estate attorneys and P&C agents each get their own login and view, sharing only what the client allows.

Keep what already works

Use Pocketknife alongside your current CRM, or move everything over when you are ready.

See it for yourself.

Try everything free for 30 days.

Competitor prices and features come from each company's public pricing pages and published software directories as of November 2026, and may have changed since. Ranges reflect each company's published plans; actual costs depend on users, add-ons and contract terms. Confirm details with each company before buying. AgencyBloc, AgencyZoom, GoHighLevel and Salesforce are trademarks of their respective owners. Pocketknife is not affiliated with or endorsed by them.