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

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

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
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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
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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
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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
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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

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

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

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

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

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

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

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
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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

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

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

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

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

