Get Free Advice
Home

/

Insurance CRM Software

/

Page 3

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.
Updated January 27, 2025

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

Talk to a human
Advice from pros
Custom shortlist of 3-5 products
CTA Compare

Compare Products

Showing 51 - 75 of 117 products

Lead Capsule is a cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes. Key features...Read more about Lead Capsule

Free trial
Free version
Integrations
PayPal
PayPal
+2 more

Interakt is a cloud-based customer relationship management (CRM) solution that caters to businesses of all sizes across various ...Read more about Interakt

5.0

(5 reviews)

Free trial
Free version
Integrations
WordPress
WordPress
+8 more

AllProWebTools is a cloud-based customer relationship management (CRM) suite for small businesses that offers e-commerce applica...Read more about AllProWebTools

Free trial
Free version
Integrations
PayPal
PayPal
+13 more

LeadByte is a robust software platform crafted to simplify lead management for those who buy and sell leads, making the growth p...Read more about LeadByte

Free trial
Free version
Integrations
Zendesk Suite
Zendesk Suite
+1 more

Z-CRM transforms how you connect with customers through a cloud-based, AI-powered CRM and comprehensive call center suite. Enhan...Read more about Zenith CRM

5.0

(4 reviews)

Free trial
Free version

OnsiteCRM is a cloud-based customer relationship management (CRM) solution that helps businesses across various industry vertica...Read more about OnSite CRM

5.0

(2 reviews)

Free trial
Free version

Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decis...Read more about Oracle CRM On Demand

Free trial
Free version
Integrations
Microsoft Outlook
Microsoft Outlook
+0 more

SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized and large ent...Read more about SimpleWorks

Free trial
Free version
Integrations
PayPal
PayPal
+10 more

Kizen offers a cloud-based suite of marketing, customer relationship management (CRM) and sales tools suitable for small and mid...Read more about KIZEN

5.0

(1 reviews)

Free trial
Free version

SpiceCSM offers an array of powerful products and services that have been developed to increase the success and efficacy of any ...Read more about SpiceX

4.3

(3 reviews)

Free trial
Free version

ServiceTonic is a Help Desk and ITSM solution for companies of all sizes in industries including IT Services, accounting, advert...Read more about ServiceTonic

4.5

(2 reviews)

Free trial
Free version

CRMNEXT is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-related processes...Read more about CRMNEXT

4.5

(2 reviews)

Free trial
Free version

Lucep is a cloud-based customer relationship management (CRM) tool suitable for businesses of all sizes. The Lucep on-site widge...Read more about Lucep

4.5

(2 reviews)

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

AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workf...Read more about AgentCubed

Free trial
Free version

MyBasicCRM is a customer relationship management solution that helps businesses in various sectors manage service-specific clien...Read more about MyBasicCRM

4.3

(3 reviews)

Free trial
Free version

Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, report...Read more about Onpipeline

4.3

(3 reviews)

Free trial
Free version
Integrations
Mailchimp
Mailchimp
+5 more

Infer is a predictive sales and marketing tool that combines artificial intelligence (AI) and custom algorithms to deliver the i...Read more about Infer

4.0

(2 reviews)

Free trial
Free version

Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries...Read more about Cool Life CRM

Free trial
Free version
Integrations
LinkedIn for Business
LinkedIn for Business
+1 more

Why HelloLeads CRM? “ There are no simple, streamlined apps for tracking leads and clients in one spot. Most of them are overly...Read more about HelloLeads

4.0

(3 reviews)

Free trial
Free version
Integrations
WordPress
WordPress
+9 more

CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With this solution...Read more about eWay-CRM

Free trial
Free version
Integrations
WordPress
WordPress
+12 more

eWay-CRM's Best Rated Features

4.69For Small Businesses

See All

eWay-CRM's Worst Rated Features

3.45Internal Chat Integration

See All

Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sales, service...Read more about Salesforce Starter

Free trial
Free version
Integrations
Dropbox Business
Dropbox Business
+7 more

Salesforce Starter's Best Rated Features

4.86Lead Capture

See All

Salesforce Starter's Worst Rated Features

3.57Alerts/Escalation

See All

Maple CRM is a cloud-based contact management solution designed for small and midsize businesses. It offers sales and marketing ...Read more about Maple CRM

3.3

(3 reviews)

Free trial
Free version
Integrations
WhatsApp
WhatsApp
+8 more

Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Soffront can b...Read more about Soffront CRM

Free trial
Free version

RedHorse CRM is a windows-based contact manager solution for small and midsize businesses. The product features include customer...Read more about RedHorse CRM

3.5

(4 reviews)

Free trial
Free version

Pobuca Connect is a cloud-based contact management application that lets businesses store and share contacts. The solution conne...Read more about Pobuca Connect

Free trial
Free version
Integrations
Microsoft 365
Microsoft 365
+4 more
12
3
45