# Compare AgencyBloc AMS+ vs Holded 2026 | Capterra > Unsure of what to choose? Check Capterra to compare AgencyBloc AMS+ and Holded based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/105829-153384/AgencyBloc-for-Health-Life-Insurance-vs-Holded --- # AgencyBloc AMS+ vs Holded Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: AgencyBloc AMS+Holded2/4 selected [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) [Holded](https://www.capterra.com/p/153384/Holded/)[4.6 (347)](https://www.capterra.com/p/153384/Holded/reviews/) [## AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting Price $109.00/month Value-for-Money 4.6 Functionality 4.5 Ease of Use 4.7 Customer Service 4.9 Reviews Sentiment LS LS JB Based on [129 reviews](#user-reviews) Positive 126 Neutral 1 Negative 2 [## Holded](https://www.capterra.com/p/153384/Holded/)[4.6 (347)](https://www.capterra.com/p/153384/Holded/reviews/) Starting Price €7.50/month Value-for-Money 4.2 Functionality 4.3 Ease of Use 4.6 Customer Service 4.2 Reviews Sentiment Based on [347 reviews](#user-reviews) Positive 322 Neutral 9 Negative 16 ## Summary * * * Key features rated by users Features selected based on 1,901 reviews from business management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology \--%Fit Missing features Feature ratings Real-Time Data NA Collaboration Tools 4.0 API 3.3 Accounting NA Data Import/Export NA 70%Fit Missing features Feature ratings Real-Time Data 4.1 Collaboration Tools NA API 4.5 Accounting 4.6 Data Import/Export 4.5 User satisfaction User satisfaction 4.7 User reviews[129](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Ease of use 4.7 Functionality 4.5 Value for money 4.6 Customer support 4.9 User satisfaction 4.6 User reviews[347](https://www.capterra.com/p/153384/Holded/reviews/) Ease of use 4.6 Functionality 4.3 Value for money 4.2 Customer support 4.2 Price starts from Price starts from $109Per User, Per Month - Free version - Free trial Price starts from €7.50Flat Rate, Per Month - Free version - Free trial Best for Best for Insurance agencies of all sizes who sell health, life, group benefits, and senior products. Best for SMEs, freelancers, and accountant offices looking to optimise their management with a cloud-based software. ## User reviews Pros & cons LAS Lea-Ann S. Office Administrator > "I feel that AgencyBloc's highlights are: easy navigation, communication through the activities feature is a valuable..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6158069) AM Aimee M. Administrative Assistant > "I would like the custom fields for the note section to be bigger, sometimes we have so many notes on a client that..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428) LAS Lea-Ann S. Office Administrator > "The AgencyBloc Support Team is always available to assist with any questions or needs by phone or the online chat feature." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6158069) AM Aimee M. Administrative Assistant > "One feature that I find slightly annoyed with is that the information doesn't automatically save, that we have to hit save..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428) JB John B. Manager / VP > "We know who to contact for what issues and everyone has been quick to respond and help us resolve any issues we may have..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017) TB Tom B. President > "The biggest hindrance to the program was the upfront labor and time to transfer my existing data to the program up front." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6208410) AM Aimee M. Administrative Assistant > "I like the feature of activities on the individual lead page. " [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428) SB Sydnie B. Director of Marketing > "There is no spellcheck, the features are limited, and you cannot send test emails." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748) JB John B. Manager / VP > "This platform really makes our jobs, lives, and client interaction and support so much easier!" [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017) PC Patty C. Contracting and Licensing > "There is nothing really that i dislike about your portal or service." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6429088) KD Kevin D. Owner / Broker > "With only a few customizations that I was able to do myself, I was up and running quickly." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4781345) CM Catie M. Project Manager > "Sometimes the customization can be a little too much and can create confusion because we set something up the incorrect..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___3744354) SB Sydnie B. Director of Marketing > "The report system is easy to use and everyone in our office is able to run their own reports." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748) JB John B. Manager / VP > "Our previous CRM is no match to this level of customer service." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017) KD Kevin D. Owner / Broker > "I knew my business would grow and that I needed to get started properly." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4781345) CM Chance M. Employee > "It prevents me to do my work." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___2636113) SB Sydnie B. Director of Marketing > "The individual detail pages is easy to use and very organized" [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748) CM Chance M. Employee > "AgencyBloc pauses at the worst times." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___2636113) [View Reviews](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) CR Cory R. ops > "Ability to generate recurring invoices and send automated payment reminders, which helps users get paid on time." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___7061652) VR Verified Reviewer Web Developer > "The new update has a very different user interface and it makes it a bit hard for me sometimes to find the pages." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6585713) OR Olga R. Partner > "Although it has a small learning curve, it is a very powerful tool that helps small and medium sized businesses to have full control over a large number..." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6802672) FR Ferran R. Finance Director > "Some users have reported that the response time from customer support can be slow, particularly during peak times." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6334197) SM Steven M. system technique > "The entire manual process is now fully verified in the system, providing a secure database with real-time reports for perfect accounting." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6820591) FR Ferran R. Finance Director > "This can be frustrating when urgent issues arise that need immediate attention." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6334197) FR Ferran R. Finance Director > "Holded is a comprehensive business management software that offers several impressive features like User-Friendly Interface, Customization and Flexibility" [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6334197) AC Alfonso C. IT Manager > "It can be a bit overwhelming with all the different features at first, and the mobile app needs improvement." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6104767) SM Steven M. system technique > "The entire team can work on the same information, which helps prevent inaccurate or inconsistent data." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6820591) JM Joseba M. CEO > "Not suitable for growing companies (More than €6M in turnover) since the SII cannot be managed with the Canarian tax agency." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___3535513) Steve E. labor Relations > "accounting and invoicing was simplified in a very advanced way allowing the automation of tasks for a more agile and more organized work." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___4813191) JM Joseba M. CEO > "They refer you to some partners but it is not the solution either since exports from holded invoice lists are very limited technologically. If I had..." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___3535513) NS Nicole S. Accounting Manager > "Our accounting is so much easier to manage since we started using this software." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6540722) JR Jaime R. Sales Director > "it´s a little bit lack of features for sales" [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___3774218) VP Victoria P. Business partner > "Holded has a user-friendly interface and has simplified my invoicing and accounting processes." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___6091382) EA Eric A. Big Data Engineer > "Also, the \[SENSITIVE CONTENT\] complains about the difficulty of uploading payrolls (he has to upload one by one, filling a lot of fields)." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___3364684) LT Lorenzo T. Administrative > "I like how everything is done, I can easily make the invoices for the sales team" [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___5031558) JC JR C. Director > "The software itself we know if designed and developed for the Spanish market and is now expanding through Europe, although there is still a number of..." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___2540414) VR Verified Reviewer Team Lead > "From invoicing in the company to personnel management, clocking in when you arrive at work and their mobile application is really good." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___3704421) BG Bradley G. Managing Director > "The mobile app need an update as it’s no very easy to use unlike the computer version." [See full review](https://www.capterra.com/p/153384/Holded/#Capterra___3365169) [View Reviews](https://www.capterra.com/p/153384/Holded/reviews/) ## User interface 4.73 (129) [Holded](https://www.capterra.com/p/153384/Holded/) 4.59 (347) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Access Controls/Permissions 207 Important Accounting 150 Important Activity Dashboard 120 Important AgencyBloc AMS+ 11/50 - Access Controls/Permissions - Accounting - Activity Dashboard - AI Copilot - API - Billing & Invoicing - Business Process Automation - Calendar Management - Client Management - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Contact Management - CRM - Customizable Branding - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Electronic Payments - Employee Management - Financial Management - Generative AI - HR Management - Inventory Management - Marketing Automation - Mobile Access - Order Management - Payroll Management - Performance Metrics - Point of Sale (POS) - Productivity Tools - Project Management - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Reminders - Reporting & Statistics - Sales Automation - Scheduling - Supply Chain Management - Support Ticket Management - Task Management - Third-Party Integrations - Time & Expense Tracking - Time Off Management - Training Management [See all features](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#features) Holded Top features 32/50 - Access Controls/Permissions - Accounting - Activity Dashboard - AI Copilot - API - Billing & Invoicing - Business Process Automation - Calendar Management - Client Management - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Contact Management - CRM - Customizable Branding - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Electronic Payments - Employee Management - Financial Management - Generative AI - HR Management - Inventory Management - Marketing Automation - Mobile Access - Order Management - Payroll Management - Performance Metrics - Point of Sale (POS) - Productivity Tools - Project Management - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Reminders - Reporting & Statistics - Sales Automation - Scheduling - Supply Chain Management - Support Ticket Management - Task Management - Third-Party Integrations - Time & Expense Tracking - Time Off Management - Training Management [See all features](https://www.capterra.com/p/153384/Holded/#features) ### Recognition No recognitions have been awarded to AgencyBloc AMS+ No recognitions have been awarded to Holded ### Deployment & support AgencyBloc AMS+ Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Holded Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details AgencyBloc AMS+ - By AgencyBloc - Located in United States - Founded in 2005 Holded - By Holded - Located in Spain - Founded in 2015 ## Popular Comparisons [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) $109/month Price $25/month 4.5 Features 4.4 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-105829/Salesforce-vs-AgencyBloc-for-Health-Life-Insurance) [Holded](https://www.capterra.com/p/153384/Holded/)[4.59 (347)](https://www.capterra.com/p/153384/Holded/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,385)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) €7.5/month Price $38/month 4.3 Features 4.3 4.6 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/153384-190778/Holded-vs-QuickBooks-Online) [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $109/month Price $50/month 4.5 Features 4.3 4.7 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/105829-157279/AgencyBloc-for-Health-Life-Insurance-vs-Dynamics-365) [Holded](https://www.capterra.com/p/153384/Holded/)[4.59 (347)](https://www.capterra.com/p/153384/Holded/reviews/) vs [PayPal](https://www.capterra.com/p/207944/PayPal/)[4.65 (26,283)](https://www.capterra.com/p/207944/PayPal/reviews/) €7.5/month Price $0.29 4.3 Features 4.6 4.6 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/153384-207944/Holded-vs-PayPal) [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) vs [Jobber](https://www.capterra.com/p/127994/Jobber/)[4.58 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) $109/month Price $39/month 4.5 Features 4.3 4.7 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/105829-127994/AgencyBloc-for-Health-Life-Insurance-vs-Jobber) [Holded](https://www.capterra.com/p/153384/Holded/)[4.59 (347)](https://www.capterra.com/p/153384/Holded/reviews/) vs [Abby](https://www.capterra.com/p/268623/Abby/)[4.75 (603)](https://www.capterra.com/p/268623/Abby/reviews/) €7.5/month Price €0.01/month 4.3 Features 4.6 4.6 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/153384-268623/Holded-vs-Abby) [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) vs [monday.com](https://www.capterra.com/p/147657/monday-com/)[4.57 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) $109/month Price $9/month 4.5 Features 4.4 4.7 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/105829-147657/AgencyBloc-for-Health-Life-Insurance-vs-monday-com) [Holded](https://www.capterra.com/p/153384/Holded/)[4.59 (347)](https://www.capterra.com/p/153384/Holded/reviews/) vs [Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) €7.5/month Price $25/month 4.3 Features 4.3 4.6 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/120109-153384/Xero-vs-Holded) [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) vs [Odoo](https://www.capterra.com/p/135618/Odoo/) [4.21 (1,291)](https://www.capterra.com/p/135618/Odoo/reviews/) $109/month Price $31.1/month 4.5 Features 4.2 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/105829-135618/AgencyBloc-for-Health-Life-Insurance-vs-Odoo) [Holded](https://www.capterra.com/p/153384/Holded/)[4.59 (347)](https://www.capterra.com/p/153384/Holded/reviews/) vs [Bookipi](https://www.capterra.com/p/195165/Bookipi/)[4.76 (176)](https://www.capterra.com/p/195165/Bookipi/reviews/) €7.5/month Price $0/month 4.3 Features 4.6 4.6 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/153384-195165/Holded-vs-Bookipi) [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) vs [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) $109/month Price €61/month 4.5 Features 4.3 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/105829-113540/AgencyBloc-for-Health-Life-Insurance-vs-Bitrix24) [Holded](https://www.capterra.com/p/153384/Holded/)[4.59 (347)](https://www.capterra.com/p/153384/Holded/reviews/) vs [Jobber](https://www.capterra.com/p/127994/Jobber/)[4.58 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) €7.5/month Price $39/month 4.3 Features 4.3 4.6 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/127994-153384/Jobber-vs-Holded)