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Updated January 27, 2025

Best Insurance CRM software of 2026: which is right for you?

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Showing 26 - 50 of 117 products

Close is the CRM built for small and growing teams who need to manage customer relationships and sales without the bloat and com...Read more about Close

Free trial
Free version
Integrations
Slack
Slack
+71 more

Close's Best Rated Features

4.83Email Management

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Close's Worst Rated Features

3.70Reporting/Analytics

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Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solution. Design...Read more about Ricochet360

Free trial
Free version
Integrations
Mailchimp
Mailchimp
+10 more

Ricochet360's Best Rated Features

5.0Call Logging

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Ricochet360's Worst Rated Features

4.43Auto-Dialer

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Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive w...Read more about Groove

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+8 more

Groove's Best Rated Features

4.67CRM

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Groove's Worst Rated Features

3.67Call Recording

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Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multip...Read more about Salesforce Service Cloud

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+16 more

Salesforce Service Cloud's Best Rated Features

4.89Call Scripting

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Salesforce Service Cloud's Worst Rated Features

3.67Full Text Search

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Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! I...Read more about Voiptime Cloud

Free trial
Free version
Integrations
Gmail
Gmail
+2 more

Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, m...Read more about Gold-Vision CRM

Free trial
Free version
Integrations
Microsoft 365
Microsoft 365
+15 more

Gold-Vision CRM's Best Rated Features

5.0Email Marketing

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Gold-Vision CRM's Worst Rated Features

4.20Marketing Automation

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VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which h...Read more about Vanillasoft

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+10 more

Vanillasoft's Best Rated Features

4.88API

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Vanillasoft's Worst Rated Features

3.61Third-Party Integrations

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Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client intera...Read more about Freshsales

Free trial
Free version
Integrations
Slack
Slack
+19 more

Freshsales's Best Rated Features

4.67Pipeline Management

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Freshsales's Worst Rated Features

3.14Mobile Access

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NextAgency is the Nation's leading Insurance Agency Management Platform featuring CRM, marketing, and commission tracking tools....Read more about NextAgency

Free trial
Free version
Integrations
Gmail
Gmail
+7 more

NextAgency's Best Rated Features

4.92Insurance Policy Management

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NextAgency's Worst Rated Features

4.17Lead Management

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Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and he...Read more about Commence

Free trial
Free version

HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesse...Read more about HappyFox Help Desk

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+36 more

HappyFox Help Desk's Best Rated Features

4.71Ticket Management

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HappyFox Help Desk's Worst Rated Features

4.71Ticket Management

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Blitz is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses and helps the...Read more about Blitz

Free trial
Free version

Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain ...Read more about servis.ai

Free trial
Free version
Integrations
Google Drive
Google Drive
+149 more

servis.ai's Best Rated Features

5.0Calendar/Reminder System

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servis.ai's Worst Rated Features

4.33Reporting/Analytics

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Covve Personal CRM is your personal assistant app, reminding you to keep in touch with clients and personal contacts. Ranked #1...Read more about Covve App

Free trial
Free version
Integrations
Gmail
Gmail
+2 more

LiveHelpNow provides omnichannel support solutions that give teams of any size the tools they need to drive an amazing customer ...Read more about LiveHelpNow

Free trial
Free version
Integrations
Slack
Slack
+26 more

Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized d...Read more about RAYNET CRM

Free trial
Free version
Integrations
Dropbox Business
Dropbox Business
+4 more

RAYNET CRM's Best Rated Features

4.83Contact Management

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RAYNET CRM's Worst Rated Features

4.83Contact Management

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Agiloft is a cloud-based contract management software that helps businesses streamline the entire contract lifecycle with custom...Read more about Agiloft

Free trial
Free version
Integrations
Google Docs
Google Docs
+14 more

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize busi...Read more about ConvergeHub

Free trial
Free version
Integrations
Google Drive
Google Drive
+23 more

Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lead capturing...Read more about Vymo

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+0 more

Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams...Read more about Spotler CRM

Free trial
Free version
Integrations
Google Docs
Google Docs
+25 more

Spotler CRM's Best Rated Features

4.74CRM

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Spotler CRM's Worst Rated Features

3.43Territory Management

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Flexie is a customer relationship management (CRM) solution designed to help businesses streamline operations related to lead sc...Read more about Flexie CRM

Free trial
Free version

YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large businesses ac...Read more about Yetiforce CRM

Free trial
Free version
Integrations
Microsoft Outlook
Microsoft Outlook
+4 more

Deskpro is a customer service solution that caters to businesses of all sizes across various industries such as information tech...Read more about Deskpro

Free trial
Free version
Integrations
Slack
Slack
+25 more

SalesNexus is built for sales teams that want to build relationships with customers. SalesNexus' Nexi AI automates the busy wor...Read more about SalesNexus

Free trial
Free version
Integrations
Gmail
Gmail
+7 more

Heymarket is a cloud-based communication tool suitable for small businesses in a variety of industries. It offers a text messagi...Read more about Heymarket

Free trial
Free version
Integrations
Google Docs
Google Docs
+20 more
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