--- title: "Blitz Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Blitz Software - reviews, pricing plans, popular comparisons to other Lead Management products and more." source_url: "https://www.capterra.com/p/104133/Blitz/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Blitz Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Blitz ## What is Blitz? Blitz Sales Software helps sales teams close more deals by streamlining the lead management process. With Blitz Intelligent Automation, your business can ensure that their sales staff know what leads to follow-up with each day and execute pre-scheduled follow-up activities and appointment reminders. Request a free demo or trial today and see how Blitz can help you streamline your sales process, improve productivity and employee performance. ## What is Blitz used for? [Lead Management](https://www.capterra.com/lead-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/) Overall rating Based on 57 user reviews Reviews sentiment Positive 98% Neutral 0% Negative 2% ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Blitz?[Manage this product listing](https://www.g2.com/products/double-a-solutions-blitz/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Blitz 4.7 (57) VS. [### servis.ai](https://www.capterra.com/p/167757/FreeAgent-Network/) [4.6 (71)](https://www.capterra.com/p/167757/FreeAgent-Network/reviews/) Starting Price Contact vendor Starting Price $150 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (57) Ease Of Use 4.5 (71) Value For Money 4.8 (28) Value For Money 4.8 (64) Customer Service 4.9 (56) Customer Service 4.9 (67) ## Blitz alternatives [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130199/LeadSquared/) [Ontraport](https://www.capterra.com/p/220784/Ontraport/) [4.2 (89)](https://www.capterra.com/p/220784/Ontraport/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/220784/Ontraport/) Highest Rated [Ricochet360](https://www.capterra.com/p/141932/Ricochet/) [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting price $24.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/141932/Ricochet/) ## FAQs about Blitz Overview ### Which roles and teams benefit most from Blitz? Blitz is most used by insurance agency owners, agents, producers, and sales managers who manage leads, client communications, and policy sales activity. Office managers and operations administrators use it to organize daily workflows and follow-ups, while partners and business leaders monitor agency performance and support team coordination. Answer based on 54 reviews Overview ### What company size and specific industries is Blitz built for? Blitz is designed for companies of any size that want to automate and track sales, especially businesses in insurance, mortgage brokerage, real estate, financial advisory, home services, building services, and manufacturing. It fits organizations that need sales process tracking across these service and field-based industries. Features and Usability ### What are the key features of Blitz? Blitz includes core lead management and CRM features for tracking prospects, contacts, opportunities, and sales pipelines. Its differentiators include configurable workflows that automate follow-up emails and call reminders, plus lead distribution, tagging and segmentation, appointment scheduling, and reporting for monitoring activity and employee accountability. Answer based on 24 reviews Getting Started and Support ### How easy is it to onboard and train a team on Blitz? Blitz offers live online training, webinars, and documentation, supported by one-on-one guidance and follow-up. Reviewers find its core workflows intuitive and requiring minimal training, especially for new agents. However, teams with limited CRM experience and users adopting advanced features or analytics may need practice and more time to become comfortable. Answer based on 12 reviews Getting Started and Support ### What customer support options does Blitz offer, and how do users rate the experience? Blitz offers email/help desk, phone support, and chat. Users generally describe support staff as knowledgeable, patient, and accommodating, with prompt answers and useful onboarding, training, and troubleshooting guidance. Several users value reaching a live representative by phone, while some note that the system has a learning curve during setup. Answer based on 24 reviews Features and Usability ### How well does Blitz manage sales leads? Blitz centralizes lead tracking, assignment, tagging, and follow-up so sales teams can manage prospects in one place. Insurance agencies and small sales teams value workflow reminders, lead uploads, and accountability visibility. Some users want more flexible history categories, field customization, and smoother connections with external lead or phone systems. Answer based on 16 reviews Features and Usability ### Is Blitz easy to use for new CRM users? Blitz provides an intuitive CRM experience for tracking leads, appointments, calls, and client information. Small business teams find user setup, navigation, and lead uploads easy to learn, while mobile access supports daily work away from the office. New users may initially need guidance to understand the platform’s broader feature set. Answer based on 15 reviews Features and Usability ### What features does Blitz include? Blitz includes lead management, workflows, automated email, filtering, custom displays, tagging, reporting, and team activity tracking. Sales managers value lead distribution and visibility into staff follow-up, while smaller teams use core CRM tools. Some users need training to discover available functions and want text messaging, broader integrations, or a more modern interface. Answer based on 15 reviews Features and Usability ### How does Blitz handle sales calls and follow-up emails? Blitz manages call schedules, callback reminders, and automated follow-up emails to help sales teams maintain contact with prospects. Users value weekly call cycles, workflow-based outreach, and activity tracking for accountability. Email content options can feel limited, workflow changes may require support assistance, and the platform does not include a built-in softphone. Answer based on 14 reviews ## Features AI summary Based on 5,388 Lead Management reviews Capterra data shows that buyers of lead management software rank the following features as their top priorities: - **CRM** (**47%** of reviewers rated this feature as critical) - **Contact Management** (**44%**) - **Lead Capture** (**42%**) Blitz supports all three of the features reviewers value most: **CRM**, **Contact Management**, and **Lead Capture**. Together, these capabilities help businesses keep prospect information organized, track customer relationships more effectively, and collect new leads consistently, allowing teams to respond faster and manage the sales process with better visibility. Contact Management 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Reporting/Analytics 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Interaction Tracking 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Pipeline Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Lead Management 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Lead Generation 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads Blitz 48 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Employee Referral Management: Manage and track employee referrals for open job positions - For Insurance Industry: Intended to be used by insurers - Interaction Tracking: Track interaction history by documenting conversations for contacts - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (31) 4.5 Based on 31 reviews ## Pricing Value for money 4.8 (28) ### Starting price Free trial not available Value for money 4.8 (28) 4.8 Based on 28 reviews 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. ## Support, customer service and training options Customer Service 4.9 (56) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (56) 4.9 Based on 56 reviews ## User reviews Overall rating 4.7 Based on 57 reviews Filter by rating 5(43) 4(13) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent SG Steven G. Sales Manager Marketing and Advertising ### "Premiere Customer Service " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 6, 2024 Very effective ATS. Will continue to use. Pros \[sensitive content hidden\]: Our rep really set aside time to help with the heavy details that Blitz provides. Cons Lots of functionality. Overwhelming at first. You definitely need to go through practice run throughs to get comfortable. Reasons for choosing Blitz This was my first ATS CRM I used for my company. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 8, 2024 Thank you for your review, Steven! BA Brian A. Agency owner Insurance ### "Blitz review from Insurance agent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 28, 2022 The experience has been very positive. The onboard training is excellent as is the followup. When we've had questions, we get answers quickly and customer service clearly wants to engage in the problem solving. Pros I really appreciate the filter options and the custom display options. We choose what the important items are and can sort very quickly. The milestone/status options are less important to us because we have a small operation. However, I can see this being very valuable with a larger organization. Cons I don't have any complaints. This is the first software program that I've used in this capacity because it was recommended to me. It's a very important part of what we do to manage our leads and potential customers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Nick A. Agency Owner Insurance ### "Great software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 9, 2021 Pros Great software for a great price. Way more efficient to use than pen and paper Cons Can't say I can complain about anything right now Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 13, 2021 Thank you for your review, Nick! We appreciate your feedback. TM Teal M. Office Manager Insurance ### "Blitz is a great tool " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 18, 2021 Blitz has been a great help keeping all my client and agent information in one place. It is easy to run a report on whatever you need. Pros I like how easily you can enter new information into the system. It is also easy to update information and make any necessary changes. We can track status of both clients and agents with the use of this system. Cons The cons are that I do not even know how to use all the great features of the is tool. We are only using about 1/4 of the tools this system has to offer. So the only problem is that I have not put enough time into learning what Blitz has to offer. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 20, 2021 Thank you for your review, Teal! We appreciate hearing the feedback. Hopefully, you will have some time to get into the other features Blitz has to offer. There are some really cool tools to save you time in the long run! :) JS Jessica S. Agency Manager Insurance ### "Great Product" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 16, 2021 Overall, very good experience. Pros Ease of use. It is also a lot faster than other CRMs we have used. Cons The phone numbers are not scrubbed, this would be a nice feature to add in the future. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 22, 2021 Thank you for the review, Jessica! We appreciate your feedback. Some of our partners allow you to scrub when making outbound calls. Just ask one of our account managers to help get that setup! CN Christopher N. Life Insurance Agent Insurance ### "Significant Follow-up Improvement" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 9, 2021 It’s helped me with my cold calling campaigns and follow-up especially. When you’re building a relationship with scratch, ensuring follow-up is make or break. Pros This system allows me to easily track follow-up and where clients are in life cycles. Other CRMs make that process more complex than it needs to be. Blitz keeps it simple. Cons GUI could maybe be prettier but it’s really not that important. Switched from [Nutshell](https://www.capterra.com/p/144340/Nutshell/) Lack of integration with Call Logic dialer Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 11, 2021 Thank you for your review, Christopher! We appreciate you taking time out of your busy day to share some feedback. AL Alan L. IT Manager Insurance ### "Excellent Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 21, 2020 We just boarded but I can tell It has been a very pleasant experience, I have been working with \[SENSITIVE CONTENT HIDDEN\], very knowledgeable, each question was answered accurately and promptly, thank you for it. Pros The software is easy to use, from a client point of view you never feel lost, every time you need to do something is clear where you need to click. Cons Would be excellent if admins could create workflows. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 1, 2020 Thanks for the review Alan! We appreciate the feedback and are glad to have you on the system JJ Jason J. Owner Fund-Raising ### "Great Way to Record Activity w/ Client & Submit a Series of Emails to Close Sale" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 29, 2019 Great value for the money for a CRM. Pros Automated emails and editing/adding additional email templates for various products are a great feature. Cons Not able to tweak workflow at user level. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 15, 2019 Thank you for the review, Jason! We really appreciate hearing your feedback. SS Suzanne S. Licensed Producer Insurance ### "Blitz for Bucks " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 25, 2019 Love the whole experience. We started with just one user and have grown our business. We have now expanded to 5 users. We are able to customize it per user based on their individual needs and focus within the company. Pros It's very easy to use. It its customizable to our needs. It organizes the day for our whole office. The support I receive from our account executive is amazing. He listens to what I would like the software to do and helps to make it happen. He is quick to response and truly " gets it". Cons I don't like that a couple of features that I want to add to my customization are not available yet. I would like to be able to simply hit the enter key when searching for a client. Reasons for choosing Blitz Efficiencies and ease of use. Customer service has kept us using the product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 1, 2019 Thanks for your review Suzanne! We really appreciate hearing feedback on our system and how it is helping you grow your business. LK Lisa K. Client Success Advisor Computer Software ### "Blitz <3" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 16, 2019 Pros I like that I can create different files and folder for each of my sales team members to better sort their prospects. Cons I don't like that I have to convert files into csv before I can upload even a basic spreadsheet. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 18, 2019 Thanks for your review, Lisa! We really appreciate hearing the feedback and are happy you are enjoying the software. [View all Reviews](https://www.capterra.com/p/104133/Blitz/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.