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Updated January 27, 2025

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

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Showing 76 - 100 of 117 products

Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales, marketing ...Read more about Pega CRM

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

Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the system was des...Read more about Salesboom CRM Suite

Free trial
Free version
Integrations
Google Docs
Google Docs
+34 more

Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conv...Read more about Better Agency

Free trial
Free version
Integrations
Zapier
Zapier
+3 more

Ringy (formerly iSalesCRM) is a cloud-based customer relationship management (CRM) solution that helps small to large enterprise...Read more about Ringy

Free trial
Free version
Integrations
Google Calendar
Google Calendar
+3 more

Ringy's Best Rated Features

4.34Lead Management

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Ringy's Worst Rated Features

3.58Social Media Integration

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The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. Deliver a sm...Read more about Nextiva CRM

3.6

(7 reviews)

Free trial
Free version
Integrations
Microsoft Teams
Microsoft Teams
+10 more

SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients...Read more about SmartOffice

Free trial
Free version
Integrations
Zapier
Zapier
+5 more

SmartOffice's Best Rated Features

3.71Contact Management

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SmartOffice's Worst Rated Features

3.71Contact Management

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Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automate...Read more about Ontraport

Free trial
Free version
Integrations
PayPal
PayPal
+36 more

Ontraport's Best Rated Features

4.83Email Management

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Ontraport's Worst Rated Features

4.0Mobile Optimization

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Formerly Saleslogix, Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, infor...Read more about Infor CRM

Free trial
Free version

Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entir...Read more about Vtiger CRM

Free trial
Free version
Integrations
Google Docs
Google Docs
+31 more

Vtiger CRM's Best Rated Features

4.75Contact Database

See All

Vtiger CRM's Worst Rated Features

3.70Document Storage

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In today's rapidly changing business world, staying competitive requires agility and innovation. Regardless of what business you...Read more about DYL

Free trial
Free version

Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Mo...Read more about SalesLoft

Free trial
Free version
Integrations
Slack
Slack
+22 more

SalesLoft's Best Rated Features

4.67Customer Database

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SalesLoft's Worst Rated Features

3.57Strategic Planning

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ClearSlide is a web-based sales engagement platform intended to help increase sales teams’ efficiency and close deals. The solut...Read more about ClearSlide

Free trial
Free version

ClickDimensions is a marketing automation software solution. It is natively created for and built in Microsoft Dynamics 365 to h...Read more about ClickDimensions

Free trial
Free version

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sa...Read more about Zendesk Sell

Free trial
Free version
Integrations
Google Drive
Google Drive
+28 more

Zendesk Sell's Best Rated Features

4.67Email Management

See All

Zendesk Sell's Worst Rated Features

3.86Data Import/Export

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At last, a CRM solution that truly adapts to your needs! Our mission is to help each company or organisation succeed by helping...Read more about Efficy CRM

Free trial
Free version
Integrations
Google Docs
Google Docs
+18 more

Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales...Read more about Contactability

Free trial
Free version

Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and ins...Read more about Maximizer CRM

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

Maximizer CRM's Best Rated Features

5.0Alerts/Notifications

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Maximizer CRM's Worst Rated Features

3.0Workflow Management

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Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relationships in ...Read more about Bitrix24

Free trial
Free version
Integrations
Google Docs
Google Docs
+71 more

Bitrix24's Best Rated Features

4.88Client Database

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Bitrix24's Worst Rated Features

3.47Activity Dashboard

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Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of companies of all s...Read more about Odoo

Free trial
Free version
Integrations
Google Docs
Google Docs
+13 more

Odoo 's Best Rated Features

4.83Activity Tracking

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Odoo 's Worst Rated Features

2.44Tax Calculation

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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as the...Read more about Insightly

Free trial
Free version
Integrations
Google Drive
Google Drive
+113 more

Insightly's Best Rated Features

4.86Task Editing

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Insightly's Worst Rated Features

2.67Collaboration Tools

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Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), m...Read more about Keap

Free trial
Free version
Integrations
Google Drive
Google Drive
+61 more

Keap's Best Rated Features

4.71Customizable Templates

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Keap's Worst Rated Features

2.64Calendar/Reminder System

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Act! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-sized businesse...Read more about Act!

Free trial
Free version
Integrations
Slack
Slack
+23 more

Act!'s Best Rated Features

4.72Data Security

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Act!'s Worst Rated Features

2.38Social Media Integration

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Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations...Read more about Intelligent Customer Management

No reviews yet

Free trial
Free version

Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It features le...Read more about Second CRM

No reviews yet

Free trial
Free version
Integrations
Microsoft 365
Microsoft 365
+8 more

OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) ...Read more about OnePageCRM

Free trial
Free version
Integrations
Google Drive
Google Drive
+16 more

OnePageCRM's Best Rated Features

5.0Email Marketing

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OnePageCRM's Worst Rated Features

3.71Reporting/Analytics

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