Find the best Insurance CRM - Page 5

Telemation is an on-premise customer relationship management (CRM) solution for call centers offered by Database Systems Corp. (DSC). Telemation provides users with its own telephony system and uses computer telephony integration (CTI) to provide many adva...Read more about Telemation

Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. Salesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization. The platform solves t...Read more about Salesmate

NextAgency is the Nation's leading Insurance Agency Management Platform featuring CRM, marketing, and commission tracking tools. The software is designed for life and health agencies, but is easy to customize for your agency. NextAgency's CRM tools enable...Read more about NextAgency

OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. You can use this CRM to add tasks/r...Read more about OnePageCRM

Ummense is an intelligent tool designed to facilitate the management of teams, projects, and processes, resulting in enhanced agility and efficiency. Within the platform, all the necessary information for the team is centralized in a single location. This...Read more about Ummense

Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables organizations to design c...Read more about Freshsales

SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in generating prospective leads and managing sales operations. Prospect data is collected from customer networks over social media platforms such as...Read more about SalezShark

OneLink is a Health, Life & Medicare agency management solution that helps businesses in healthcare, finance, insurance and other industries manage customer communication, retentions, conversions and more. Its lead management functionality lets supervisors...Read more about OneLink

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules f...Read more about Apptivo

AGENCYMATE is an agency management software solution designed for marketing, advertising, and PR agencies. AGENCYMATE provides various features to help agencies manage the full customer lifecycle. It helps agencies automate lead nurturing workflows to acc...Read more about AGENCYMATE

Gateway ERP is a cloud-based ERP (Enterprise Resource Planning) software designed to help businesses across various industries, including retail, manufacturing, aviation and more. The software assists with real-time monitoring and control of operations, ...Read more about Gateway ERP

Peso is a cloud-based accounts receivable automation tool designed to meet the diverse needs of businesses, finance professionals, and those managing invoicing and payment follow-ups. Designed for small to mid-sized businesses, Peso seamlessly integrates w...Read more about Peso

folk is a customer relationship management (CRM) platform that enables organizations to centralize and customize all relationships to the adapted workflow from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more. Key fea...Read more about folk

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, ...Read more about Dynamics 365

Send Jim is a direct mail software solution designed to streamline the direct mail process for businesses. By integrating seamlessly with CRM systems, Send Jim enables companies to automate direct mail campaigns triggered by specific events. For example, a...Read more about SendJim

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broa...Read more about Redtail CRM

LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, marketing, real estate, software...Read more about LeadSquared

With an integrated system that includes ERP, financials, commerce, inventory management, HR, PSA, supply chain management, CRM and more – NetSuite enables fast-growing businesses across all industries to work more effectively by automating core processes a...Read more about NetSuite

Figuro is an insurance software that transforms agencies and delights customers. It offers an all-in-one platform to thrive in the digital-first landscape. Agencies can transform their operations by consolidating policy information from multiple insurers ...Read more about Figuro

Damco’s InsureCRM is a comprehensive insurance customer relationship management software that helps businesses across the industry in managing relationships and interactions with customers and prospects. Damco's CRM insurance software automates and streaml...Read more about InsureCRM

SAIBA is an insurance broking software tailored for direct insurance brokers. It aids in the effective management of customer activities and opportunities in various insurance sectors such as motor, health, property, engineering, travel, home, and life ins...Read more about SAIBA Global

A complete and intuitive core system (PAS), which digitises all policy and claims processes and can easily be customised to your business. The solution is made specifically for the P&C insurance industry and is delivered as SaaS. Scalepoint CORE enables...Read more about Scalepoint CORE