# Best Insurance CRM Software - 2026 Reviews & Pricing

> Find the best Insurance CRM Software for your organization. Compare top Insurance CRM Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/crm/insurance-crm-comparison

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# Best Insurance CRM Software of 2026

Updated June 22, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

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118 results

### Compare Products

Showing 1 - 25 of 118 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

4.50

[(251)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/)

### Best rated features:

Campaign Management

5.0

Configurable Workflow

5.0

Calendar Management

5.0

Real-Time Notifications

5.0

[See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features)

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.40

[(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/)

### What users love

-   Strong customer relationship tools
-   Comprehensive sales process management
-   Highly adaptable platform customization

### To take in mind

-   Significant costs and add-on fees
-   Steep learning curve for users
-   Complex and limited reporting tools

### Best rated features:

Drag & Drop

5.0

Proposal Generation

5.0

Job Scheduling

5.0

For Real Estate

5.0

[See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features)

### Starter Suite

$25.00/month

For up to 5 users

### Pro Suite

$100.00/month

This plan is designed for any size team and is billed annually.

### Enterprise

$165.00/month

This plan is designed for any size team and is billed annually.

[See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans)

[LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/)

4.13

[(36)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more. LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.... [Read more](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/)

### Best rated features:

Search/Filter

5.0

Sales Pipeline Management

5.0

CRM

5.0

Interaction Tracking

5.0

### Worst rated features:

Reporting/Analytics

4.0

Lead Management

4.0

[See all features](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#key-features)

### Basic

$10.00

[See full pricing details](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#pricing-and-plans)

[LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/)

4.26

[(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/)

### Best rated features:

Engagement Tracking

5.0

Multi-Channel Marketing

5.0

SMS Marketing

5.0

Sales Analytics

5.0

### Worst rated features:

Activity Dashboard

1.0

Social Media Integration

1.0

Reminders

1.0

[See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features)

[Coevera](https://www.softwareadvice.com/product/113892-Coevera/)

4.60

[(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/)

### Best rated features:

Reminders

5.0

Forecasting

5.0

Source Tracking

5.0

Lead Nurturing

5.0

### Worst rated features:

Collaboration Tools

3.0

Prospecting Tools

3.0

[See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features)

### Basic

$65.00/month

[See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans)

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/)

### What users love

-   Intuitive and flexible usability
-   Affordable plans and free options
-   Comprehensive and customizable features

### To take in mind

-   Slow and inconsistent support response
-   Cluttered and overwhelming interface
-   Limited and complex email tools

### Best rated features:

Client/Property Matching

5.0

Remote Access/Control

5.0

For Financial Institutions

5.0

Customer Activity Tracking

5.0

### Worst rated features:

Chatbot

2.0

Social Marketing

3.0

Sales Forecasting

3.0

[See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features)

### Free

Custom

Pricing available upon request

Up to 3 Users

### Standard

$14.00/month

### Professional

$23.00/month

[See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans)

[SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

4.25

[(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SAP provides sales, marketing and service software for insurance agents. From lead management to sales interaction history to marketing analytics, SAP offers a feature rich CRM solution for insurance and finance professionals.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

### What users love

-   Holistic customer relationship management
-   Comprehensive customer service tools

### To take in mind

-   Complex and unintuitive interface

### Best rated features:

Customer Complaint Tracking

5.0

Client Management

4.8

Customer Database

4.8

Interaction Tracking

4.8

### Worst rated features:

Campaign Planning

3.0

Pipeline Management

3.8

Forecasting

3.8

Campaign Management

4.0

[See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features)

### Basic

$58.00/month

[See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans)

[Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)

4.41

[(4081)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zendesk is one of the most popular customer management systems on the market. It enables companies of any size to streamline their issue resolution process with tools for automated ticketing, self service and more.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/)

### What users love

-   Centralized multichannel support experience
-   Robust and flexible ticketing system
-   Intuitive and user-friendly interface

### To take in mind

-   Escalating costs and restrictive tiers
-   Email handling and notification issues
-   Limited and complex reporting tools

### Best rated features:

Predictive Dialer

5.0

Batch Communications

5.0

Tagging

5.0

Online Forums

5.0

### Worst rated features:

Widgets

2.7

Account Alerts

3.0

Interactive Content

3.0

[See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features)

### Suite Team

$55.00/month

### Suite Growth

$89.00/month

### Suite Professional

$115.00/month

[See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans)

[Thryv](https://www.softwareadvice.com/crm/thryv-profile/)

4.21

[(531)](https://www.softwareadvice.com/crm/thryv-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business.... [Read more](https://www.softwareadvice.com/crm/thryv-profile/)

### What users love

-   Responsive and helpful support team
-   Comprehensive business management tools
-   User-friendly and intuitive interface

### To take in mind

-   Website design and management issues
-   Payment processing and billing frustrations
-   Limited and inflexible email tools

### Best rated features:

Customer Support

5.0

Patient Records Management

5.0

Scheduling

5.0

Review Request

5.0

[See all features](https://www.softwareadvice.com/crm/thryv-profile/#key-features)

[Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/)

4.46

[(824)](https://www.softwareadvice.com/crm/service-cloud-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions. Key features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers. Service Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.... [Read more](https://www.softwareadvice.com/crm/service-cloud-profile/)

### What users love

-   Centralized and efficient support
-   Flexible integration capabilities
-   Comprehensive sales tracking tools

### To take in mind

-   Outdated and complex interface
-   Steep learning curve for users
-   Expensive for small businesses

### Best rated features:

Job Management

5.0

File Sharing

5.0

Catalog Management

5.0

Issue Tracking

5.0

### Worst rated features:

Inspection Management

2.0

AI Copilot

2.0

[See all features](https://www.softwareadvice.com/crm/service-cloud-profile/#key-features)

### Free Suite

Custom

Pricing available upon request

Upto 2 users

### Starter Suite

$25.00/month

### Pro Suite

$100.00/month

[See full pricing details](https://www.softwareadvice.com/crm/service-cloud-profile/#pricing-and-plans)

[Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/)

4.79

[(653)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/)

### Best rated features:

For Real Estate

5.0

Activity Tracking

5.0

Commission Management

5.0

Client/Property Matching

5.0

### Worst rated features:

Prospecting Tools

3.5

Data Security

4.0

[See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features)

### Core

$15.00/month

Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans)

[Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/)

4.81

[(387)](https://www.softwareadvice.com/project-management/flowlu-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform. Powerful CRM & Sales Automation Flowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process. Seamless Project & Task Management Keep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive. Integrated Invoicing & Financial Tools Flowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more. Collaboration & Knowledge Sharing Enhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support. Customization & Integrations Flowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency. Mobile Access & Support Stay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it. From sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.... [Read more](https://www.softwareadvice.com/project-management/flowlu-profile/)

### Best rated features:

Time Tracking

5.0

Decision Support

5.0

Segmentation

5.0

Customizable Invoices

5.0

[See all features](https://www.softwareadvice.com/project-management/flowlu-profile/#key-features)

### Free

$0.00/year

This is a forever free plan with up to 2 users and 100 MB of storage space.

### Essential

$9.00/month

For growing teams: move beyond basic task tracking to manage client work confidently.

### Advanced

$17.00/month

For mid-sized companies: handle complex projects and finances with more control.

[See full pricing details](https://www.softwareadvice.com/project-management/flowlu-profile/#pricing-and-plans)

[EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)

4.65

[(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/)

### What users love

-   Responsive and helpful support team
-   Affordable plans and strong value
-   Intuitive and user-friendly interface

### To take in mind

-   Email deliverability and limitations
-   Limited reporting and analytics depth

### Best rated features:

Responsive Web Design

5.0

Multi-Campaign

5.0

Customer Engagement

5.0

Service Level Agreement (SLA) Management

5.0

[See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features)

[noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/)

4.65

[(491)](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster. Why salespeople love noCRM: ⚡ Action-driven: stay focus on what matters the most: turning leads into deals. 👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews. 🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/)

### Best rated features:

Calendar Management

5.0

Sales Activity Management

5.0

Email Templates

5.0

Real-Time Notifications

5.0

### Worst rated features:

Collaboration Tools

1.0

Call Logging

3.0

Calendar Sync

4.0

[See all features](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#key-features)

### Starter

$13.00/month

Shift your attention to what truly drives revenue: converting prospects into customers.

### Expert

$26.00/month

Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your business momentum.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

### Dream

$39.00/month

Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate your sales operations.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

[VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/)

4.86

[(163)](https://www.softwareadvice.com/crm/vipecloud-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars. Empower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way. Designed for small and midsize businesses across various industries, VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to push marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM, VipeCloud's easy to use app will rapidly accelerate team growth and streamline sales processes. Key features include task management, lead scoring, email marketing, document storage, social media integrations and mobile access. VipeCloud’s marketing suite helps sales team prioritize the hottest leads with workflow automation and lead scoring. Users send and keep track of emails, define and automate the cadence of outreach campaigns, manage and segment contact lists, and connect email marketing to websites visitor activity. The sales suite lets users send personalized video messages to leads, scan business cards, and automate contact detail entry. Additionally, VipeCloud features a performance stack module that lets users add and update contacts, manage the quantity and type of team activities, create alerts based on user actions and add tags to contacts, companies, and opportunities.... [Read more](https://www.softwareadvice.com/crm/vipecloud-profile/)

### Best rated features:

Customizable Reports

5.0

CRM Integration

5.0

Web-based Deployment

5.0

Territory Management

5.0

### Worst rated features:

Quotes/Estimates

2.5

Engagement Tracking

4.0

[See all features](https://www.softwareadvice.com/crm/vipecloud-profile/#key-features)

### Community

$15.00/month

This plan offers a free trial and allows up to 1 user.

### Plus

$25.00/month

This plan offers a free trial and allows up to 1 user.

### Pro

$50.00/month

This plan offers a free trial.

[See full pricing details](https://www.softwareadvice.com/crm/vipecloud-profile/#pricing-and-plans)

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.51

[(4465)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Best for:Real-Time Notifications

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others. HubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights.  HubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers. HubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.... [Read more](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

### What users love

-   Centralized customer relationship management
-   Unified sales-marketing platform
-   Intuitive and clean interface

### To take in mind

-   Escalating costs and rigid plans
-   Email integration and automation issues
-   Cumbersome contact organization

### Best rated features:

Relationship Tracking

5.0

Contract/License Management

5.0

Collaboration Tools

5.0

For Financial Institutions

5.0

### Worst rated features:

Social Media Integration

3.9

Forecasting

3.9

Performance Metrics

3.9

Document Storage

3.9

[See all features](https://www.softwareadvice.com/product/1854-HubSpot-CRM/#key-features)

[Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/)

4.53

[(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features. Pipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.... [Read more](https://www.softwareadvice.com/crm/pipedrive-profile/)

### What users love

-   Intuitive and user-friendly interface
-   Organized sales process management
-   Responsive and helpful support team

### To take in mind

-   Integration and email syncing issues
-   Extra costs for essential features
-   Limited and basic reporting tools

### Best rated features:

Click Tracking

5.0

Client/Property Matching

5.0

Content Delivery

5.0

Multi-Channel Communication

5.0

[See all features](https://www.softwareadvice.com/crm/pipedrive-profile/#key-features)

### Lite

$19.00/month

This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly.

### Growth

$34.00/month

This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly.

### Premium

$64.00/month

This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly.

[See full pricing details](https://www.softwareadvice.com/crm/pipedrive-profile/#pricing-and-plans)

[PhoneBurner](https://www.softwareadvice.com/crm/phoneburner-profile/)

4.78

[(176)](https://www.softwareadvice.com/crm/phoneburner-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalities that include power dialing, lead management, email follow-up, SMS, sales cadence, performance management and analytics. The PhoneBurner system is a leader in its support of TCPA/FCC compliance and provides cutting edge tools to help teams engage in efficient, effective, and compliant communications. Use the built-in CRM, or integrate with Salesforce, HubSpot, Zoho, monday.com and other leading CRMs and apps. Other features include 1-click voicemails, one-touch emails and SMS, email tracking, custom dispositions, call recording, call transfer, local ID, sales cadence, automatic lead distribution and more. PhoneBurner scales to any size team and can be managed from one central admin portal. Analytics, reporting and live call monitoring/coaching features offer real-time visibility into ongoing activities and calling performance. The platform is cloud-based and requires no installations, setup fees, or contracts. The solution is available on a monthly subscription basis and provides customer support via phone and email.... [Read more](https://www.softwareadvice.com/crm/phoneburner-profile/)

### Best rated features:

Reporting & Statistics

5.0

Workflow Automation

5.0

Email Marketing

5.0

Performance Management

5.0

[See all features](https://www.softwareadvice.com/crm/phoneburner-profile/#key-features)

### Standard

$165.00/month

The plan includes CRM solutions and an powerful dialer.

### Professional

$195.00/month

The plan includes all features from the standard plan with additional add-ons to help teams grow.

### Premium

$215.00/month

The plan includes all features from the standard and professional plans plus a dedicated inbound number with text messaging capabilities.... [Read more](https://www.softwareadvice.com/crm/phoneburner-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/phoneburner-profile/#pricing-and-plans)

[Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/)

4.51

[(2213)](https://www.softwareadvice.com/crm/zoho-desk-profile/reviews/)

Best for:Popular

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creation. Zoho Desk collates interactions from various media (email, phone, chat, social media, a self-service portal, forums and forms) and presents them in one place. Tasks such as ticket assignment, service escalations, notification rules and time-based actions can be automated by setting workflow rules. The solution provides customizable and scheduled reports, happiness ratings and a graphical dashboard for analyzing customer satisfaction. Integration with Zoho customer relationship management (CRM) facilitates feeding of customer information into tickets logged in Zoho Desk, which enables service agents to know more about the customers. The solution also enables users to make custom changes, such as renaming tabs, adding new departments, customizing email templates, defining business hours and adding of help folders. Zoho Desk can also be integrated with clients’ in-house systems.... [Read more](https://www.softwareadvice.com/crm/zoho-desk-profile/)

### What users love

-   Robust multichannel customer support
-   Streamlined ticket organization and automation
-   Intuitive and user-friendly interface

### To take in mind

-   Cluttered and unintuitive dashboard design
-   Email setup and notification issues
-   Complex user and agent controls

### Best rated features:

Multi-Language

5.0

Audit Trail

5.0

SMS Messaging

5.0

Manual Dialer

5.0

### Worst rated features:

Website Integration

2.0

Customer Engagement

3.0

[See all features](https://www.softwareadvice.com/crm/zoho-desk-profile/#key-features)

### Express

$9.00/month

### Standard

$20.00/month

### Professional

$35.00/month

[See full pricing details](https://www.softwareadvice.com/crm/zoho-desk-profile/#pricing-and-plans)

[Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)

4.63

[(167)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)

### Best rated features:

Marketing Automation

5.0

For Insurance Industry

5.0

Document Storage

5.0

Quotes/Estimates

5.0

### Worst rated features:

Product Catalog

3.0

[See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features)

### Basic

€19.00/month

[See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans)

[Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/)

4.58

[(361)](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress. Daylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools. Who Daylite is for Daylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients. Why Daylite is different Unlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward. Daylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are. Collaboration and visibility Daylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff. Security and trust We know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected. Customer service that puts fit first At Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite. Our approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side. The outcome Daylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/)

### Best rated features:

Workflow Configuration

5.0

Team Assignments

5.0

File Sharing

5.0

Idea Management

5.0

### Worst rated features:

Data Import/Export

2.0

Reporting/Analytics

2.8

[See all features](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#key-features)

### CRM

$25.00/month

Keep track of all the important details and interactions about your clients in one place, so you can spend less time managing your client list and spend more time building stronger relationships with them.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans)

### Sales

$40.00/month

Stay on top of every deal and streamline your sales process efficiently in one place, so you can spend less time managing your sales opportunities and spend more time closing your deals.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans)

### Projects

$40.00/month

Stay on top of all the crucial details and organize all the moving pieces of your projects in one place, so you can spend less time managing your projects and spend more time completing your deliverables.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans)

[Mailchimp](https://www.softwareadvice.com/crm/mailchimp-profile/)

4.48

[(17631)](https://www.softwareadvice.com/crm/mailchimp-profile/reviews/)

Best for:On the rise

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to create targeted emails, run Facebook ad campaigns, automate follow-ups and monitor campaign progress, among others. With Mailchimp, users can collect and analyze their email responses. The application offers graphical representations of data and customer interactions in various formats. Mailchimp allows users to design, share and track email newsletters from any location. With interactive drag & drop interface, users can create and share attractive email campaigns. The built-in analytics and reporting functionality allows marketers to monitor customer activities or generate ad hoc reports. Mailchimp also offers a mobile-based application for both Android and iOS devices. The application works as a shortcut to reach users' email marketing accounts, enabling users to receive campaign updates, add subscribers and remain informed about social media activity. The solution serves a wide range of businesses, from small e-commerce to big online retailers and is available on a monthly subscription basis.... [Read more](https://www.softwareadvice.com/crm/mailchimp-profile/)

### What users love

-   Flexible bulk email delivery
-   User-friendly and intuitive interface
-   Streamlined campaign management tools

### To take in mind

-   Rising costs with growth
-   Slow and restricted support access
-   Limited design flexibility options

### Best rated features:

Campaign Tracking

5.0

Pre-built Templates

5.0

Reminders

5.0

Geolocation

5.0

### Worst rated features:

Conversion Rate Optimization

1.0

Personalization

2.7

Responsive Web Design

3.0

[See all features](https://www.softwareadvice.com/crm/mailchimp-profile/#key-features)

### Free

Custom

Pricing available upon request

Easily create email campaigns and learn more about your customers.

### Essentials

$13.00/month

Up to 500 contacts.

### Standard

$20.00/month

Up to 500 contacts.

[See full pricing details](https://www.softwareadvice.com/crm/mailchimp-profile/#pricing-and-plans)

[Ricochet360](https://www.softwareadvice.com/voip/ricochet360-profile/)

4.84

[(82)](https://www.softwareadvice.com/voip/ricochet360-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solution. Designed for small to large businesses, it comes with a progressive dialer for users to automate processes such as engaging with prospects via emails or texts, recording calls, optimizing contact rates and more. Features of Ricochet360 include lead management, call analytics, skills-based calling queues, email messaging drip automation, gamification, scripting and more. The customer relationship management module allows marketers to automatically capture, track and distribute leads among sales representatives based on skills, availability, and pooling. Additionally, it provides a cloud phone system for users to facilitate click-to-call conversions, call transfers, performance tracking, among other processes. Ricochet360 lets businesses run custom and targeted call campaigns per specific lead types, improving sales funnels. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/voip/ricochet360-profile/)

### Best rated features:

Social Marketing

5.0

Call Scheduling

5.0

Computer Telephony Integration

5.0

Caller ID

5.0

### Worst rated features:

CRM

1.0

Call List Management

3.0

Multi-Channel Communication

3.0

[See all features](https://www.softwareadvice.com/voip/ricochet360-profile/#key-features)

[Close](https://www.softwareadvice.com/crm/close-io-profile/)

4.66

[(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/)

### Best rated features:

Call Recording

5.0

Lead Notifications

5.0

Customizable Templates

5.0

Third-Party Integrations

5.0

### Worst rated features:

Data Import/Export

1.0

Real-Time Notifications

1.0

[See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features)

### Solo

$9.00/month

Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans)

### Essentials

$35.00/month

A great plan for small teams.

### Growth

$99.00/month

Automation to help your team move faster.

[See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans)

[Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/)

4.74

[(149)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/)

### Best rated features:

Task Management

5.0

Calendar Sync

5.0

ROI Tracking

5.0

Conversion Tracking

5.0

### Worst rated features:

Surveys & Feedback

3.0

Live Chat

3.0

Activity/News Feed

4.0

[See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features)

1

[2](https://www.softwareadvice.com/crm/insurance-crm-comparison/?page=2)[3](https://www.softwareadvice.com/crm/insurance-crm-comparison/?page=3)[4](https://www.softwareadvice.com/crm/insurance-crm-comparison/?page=4)[5](https://www.softwareadvice.com/crm/insurance-crm-comparison/?page=5)

## Popular Comparisons

[

HubSpot CRM vs Salesforce Sales Cloud

](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[

EngageBay CRM vs Mailchimp

](https://www.softwareadvice.com/crm/engagebay-profile/vs/mailchimp/)[

Dynamics 365 vs Zoho CRM

](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[

eWay-CRM vs Pipedrive

](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[

Zendesk Suite vs Zoho Desk

](https://www.softwareadvice.com/compare/26892-Zendesk/vs/393877-zoho-desk/)[

Odoo vs NetSuite

](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/vs/odoo/)[

Act! vs Apptivo

](https://www.softwareadvice.com/crm/act-crm-profile/vs/apptivo/)

## Your Guide to Top Insurance CRM Software, June 2022

Software Advice uses reviews from real software users to highlight the top-rated Insurance CRM products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/)
-   [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)
-   [Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/)
-   [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/)
-   [Covve App](https://www.softwareadvice.com/crm/covve-profile/)
-   [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)
-   [noCRM.io](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/)
-   [Salesmate](https://www.softwareadvice.com/email-marketing/salemate-profile/)
-   [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/)
-   [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)
-   [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)
-   [Pipeliner CRM](https://www.softwareadvice.com/crm/pipeliner-crm-profile/)
-   [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/)
-   [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/)
-   [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)
-   [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)
-   [Vtiger CRM](https://www.softwareadvice.com/crm/vtiger-profile/)
-   [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/)
-   [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)
-   [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)
-   [Ringy](https://www.softwareadvice.com/crm/isalescrm-crm-profile/)
-   [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/)
-   [Insightly](https://www.softwareadvice.com/product/2667-Insightly/)
-   [Efficy CRM](https://www.softwareadvice.com/crm/efficy-profile/)
-   [Keap](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/)

“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

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Insurance is a necessary part of modern life. Having insurance coverage can be required by law for many activities, like driving a car or owning a home, depending on jurisdiction. Apart from these cases where it’s mandatory, there are many others in which not owning insurance would be simply foolish. When life presents you with an unexpected challenge, a good insurance policy is often the only thing that can save you from financial ruin.

Given all of this, it’s no surprise that consumers are very careful when they shop for insurance. It’s also no surprise that the insurance market is very competitive and that insurance agencies and agents compete fiercely for new clients. In such a competitive environment, the selection of internal IT solutions can be the factor that makes or breaks a company.

Thankfully, there’s a category of software designed to give insurance agents and agencies the upper hand. Insurance customer relationship software (CRM) is tailored to the specific processes and workflows used in the insurance industry. It can improve the efficiency of internal operations (saving time and money) and improve the client’s, or prospective client’s, customer experience.

In this buyers guide we look at customer relationship management software used in the insurance industry.

Here's what we'll cover:

-   [What is insurance CRM software?](#WhatisinsuranceCRMsoftware)
    
-   [Common features of insurance CRM software](#CommonfeaturesofinsuranceCRMsoftware)
    
-   [Evaluating insurance CRM software](#EvaluatinginsuranceCRMsoftware)
    
-   [How is this software priced?](#Howisthissoftwarepriced)
    

## What is insurance CRM software?

Customer relationship management (CRM) software for insurance companies is designed to automate and simplify the entire insurance workflow. Starting with lead generation and moving into application, policy rating and policy issuance and then reporting and referral management, an insurance CRM solution will reduce or eliminate data entry and the need to carry around physical case folders making for far more effective use of an insurance agent’s time.

This added efficiency has other benefits as well. Internal efficiency leads to improved experiences for external customers and clients. This in itself can become a competitive differentiator, helping your agency win more clients from your competition.

## Common features of insurance CRM software

In addition to standard CRM features like [sales force automation](https://www.softwareadvice.com/crm/sales-force-automation-comparison/), direct dialing, and [marketing campaign management](https://www.softwareadvice.com/marketing/campaign-management-comparison/), look for some of the following features in insurance CRM software:

**Insurance workflow automation**

Insurance CRM software is designed to make the sale and qualification process as simple as possible. Starting with standard lead generation and sales, an online application will plug directly into a quote engine, issue a rating and then the policy itself, eliminating the need to re-enter any data.

[Policy tracking](https://www.softwareadvice.com/insurance/policy-comparison/)

This refers to an insurance CRM’s ability to manage the policy data, including policy type, price, payment status, change in risk and life change (e.g., birth of a child) that might trigger an opportunity for upselling.

**Insurance reporting engine**

Since all of the information is kept in one secure database, reporting on insurance sales, company growth and policy data should be easier than ever. The system should have standard insurance reports like risk and portfolio analysis, with the ability to create custom reports as well.

**Agent management & activity tracking**

Manage the sales activity of individuals and groups to determine performance and establish benchmarks. Tools will include phone [call tracking](https://www.softwareadvice.com/voip/call-tracking-comparison/) and integration, instant reporting, lead tracking, commission calculations and administrative capabilities.

[Referral marketing](https://www.softwareadvice.com/referral-management/)

Insurance is an extremely competitive market, and most insurance companies say that referrals are their number one source of leads. A good insurance CRM program will let you do more than just send messages to your customers to remind them to send you business—they’ll also have referral tree capabilities, letting you see who your best referral partners are and letting you leverage that information appropriately.

## Evaluating insurance CRM software

Insurance CRM software automates most of the [lead generation](https://www.softwareadvice.com/marketing/lead-generation-comparison/), sales, application, reporting, policy tracking, and marketing processes, eliminating heavy and expensive paper use and letting the agent focus on business growth and customer service rather than data entry and mundane details. Since there are many different facets to the insurance industry, it’s important to select the right program that suits your individual needs.

When selecting insurance CRM software, ask the following questions:

-   Does the software integrate seamlessly with [accounting](https://www.softwareadvice.com/accounting/) and other software systems already in use by your company?
    
-   Will the system integrate with our existing customer service software or will it replace it?
    
-   What type of insurance do you sell? Would you benefit from a system that supports upselling?
    
-   Do you rely on paper-based applications and then re-enter the data? Do you have old records that you want to digitize?
    
-   How much time and money would you save with an all digital solution?
    
-   Do you want to be able to track your best referral partners?
    
-   Do you have multiple agents and need to be able to track their sales information individually?
    

## How is this software priced?

Customer relationship management software for insurance companies has pricing models that are comparable to other types of CRM software. Generally speaking, it can be purchased either through a subscription plan or with a perpetual license fee.

**Subscription-based**

A monthly or annual fee is charged to use the system, typically based on the number of users who need access. Maintenance and updates are typically included; support and training may be an additional fee.

**Perpetual license fee**

A one-time fee, either for a single user or a single computer installation. Other add-ons, such as updates, training or support, often come at a separate cost.

Additionally, customer relationship management software for insurance companies is sold in two deployment options, including as an on-premise installation or as a cloud-deployed service. While cloud deployment is the increasingly popular choice, both options have advantages and disadvantages. Buyers are encouraged to carefully examine all options before making a decision.

### Related Insurance CRM Software

-   [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/)
-   [Healthcare CRM Software](https://www.softwareadvice.com/crm/healthcare-crm-comparison/)
-   [Social CRM Tools Software](https://www.softwareadvice.com/crm/social-crm-comparison/)