Find the best Insurance CRM - Page 4

SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, t...Read more about SmartOffice

Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conversion tracking, reviews, claims and cross-selling. Key features include document management, insurance rating, policy managemen...Read more about Better Agency

Ringy (formerly iSalesCRM) is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage leads, improving sales operations. It comes with an administrative dashboard, which enables users to categorize inbound...Read more about Ringy

Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value....Read more about Ontraport

Formerly Saleslogix, Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer service activities and informa...Read more about Infor CRM

SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, custo...Read more about SAP Customer Experience

In today's rapidly changing business world, staying competitive requires agility and innovation. Regardless of what business you’re in, the secret to success is threefold: (1) converting prospects into customers, (2) turning customers into loyal fans, and ...Read more about DYL

Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to score, track and close resultin...Read more about Vtiger CRM

ClickDimensions is a marketing automation software solution. It is natively created for and built in Microsoft Dynamics 365 to help marketers attract leads, close sales and engage customers. ClickDimensions’ campaign automation allows businesses to bu...Read more about ClickDimensions

ClearSlide is a web-based sales engagement platform intended to help increase sales teams’ efficiency and close deals. The solution offers quick access to content, insights and communication and helps in improving customer communication. ClearSlide’s ...Read more about ClearSlide

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standa...Read more about Zendesk Sell

Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with...Read more about SalesLoft

At last, a CRM solution that truly adapts to your needs! Our mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player...Read more about Efficy CRM

Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with potential and current customers...Read more about Contactability

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 cha...Read more about Zoho CRM

Odoo is the #1 open-source integrated business apps suite. Main apps include Website Builder, eCommerce, CRM, Accounting, Project Management, Warehouse Management, Manufacturing, Human Resources, and Marketing. There is an app for everything you need to ma...Read more about Odoo

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and more. Additionally, Bitrix2...Read more about Bitrix24

Maximizer CRM is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumbersome spreadsheets for ef...Read more about Maximizer CRM

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamli...Read more about Keap

Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium ac...Read more about Act!

20Miles is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises automate processes for sales prospecting across multiple channels. It comes with a centralized dashboard, which enables users to create new workf...Read more about 20Miles

CREST SFA is a sales force automation software designed to help businesses manage sales orders, captured leads and agents' activities on a centralized platform. It provides a dashboard, which enables administrators to monitor the performance of team member...Read more about CREST SFA

Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations in financial services, insurance and health care. Next Generation CRM is an integrated solution that can combine customer ...Read more about Intelligent Customer Management

LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It is suited for small and midsize businesses. Primary features include mortgage finance, equipment finance, insurance, financial planning and pr...Read more about LinxCRM

Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It features lead generation functionality that allows users to consolidate leads from email, website forms and social networks, as well as cre...Read more about Second CRM