Insurance CRM Software

With Creatio CRM for insurance you get access to a broad variety of workflows - from policy to insurance claim lifecycle operating and much more. Read more about Creatio CRM

Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget Read more about Odoo

Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire... Read more about Freshsales

LeadSquared is a complete CRM & marketing automation software to help businesses capture, nurture, manage & track their leads in one place. The cloud-based solution is designed for enterprises & SMEs and provides tools for lead capturing, lead nurturing, sales management, marketing analytics & more. Read more about LeadSquared

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them. Read more about Salesforce Sales Cloud

Mailchimp is a marketing automation platform that allows users to create, send & analyze email & ad campaigns, with email templates, landing pages, and a mobile app Read more about Mailchimp

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat. Read more about Zoho CRM

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools. Read more about Dynamics 365

Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data Read more about HubSpot CRM

Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success, and keeps your business in sync. Reach customers on any channel and equip your agents with a full history of all interactions, including those tracked from 700+ app integrations. Read more about Zendesk Suite

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter Read more about Pipedrive

Zoho Desk, Zoho's flagship web-based customer service software, helps businesses of all sizes and types deliver superior customer service without spending a fortune. Read more about Zoho Desk

NetSuite provides organizations with an integrated system of cloud applications that helps them run their business. More than 36,000 organizations around the world use NetSuite to more easily grow and adapt to change. Read more about NetSuite

Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service. Read more about Keap

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries. Read more about Bitrix24

Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities. Track key contact center metrics in real-time. And enable every employee to deliver outstanding service at every point of interaction. Read more about Salesforce Service Cloud

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities. Read more about Apptivo

Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life. Read more about Act!

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide. Read more about Insightly

A simple customer relationship manager made for small businesses. Track leads, manage contact info, and never miss a follow-up. Read more about Less Annoying CRM

EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform. Read more about EngageBay CRM

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing. It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac. Read more about eWay-CRM

Thryv is an all-in-one, cloud-based management software specifically designed for small businesses. Thryv integrates contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more. Read more about Thryv

Really Simple Systems is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales. Read more about Really Simple Systems CRM

Advanced yet easy-to-use email marketing platform featuring automation workflows, contact segmentation, multivariate experiments and A/B split testing, drag & drop and HTML email editors, pre-built templates. conversion tracking and real time reporting. Read more about Campaigner

noCRM.io is a lead management software designed to eliminate the distractions of a standard CRM and help salespeople convert leads into customers, organize their sales process & customize their sales pipeline with lead capturing, prospecting, & collaboration tools, & more Read more about noCRM.io

Take back control of your business with Daylite for Mac, iPhone & iPad. Manage clients, sales & projects efficiently in one place. For businesses with 1-100 team members. Read more about Daylite for Mac

Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales teams and managers face. Effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Read more about Maximizer CRM

Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams. Read more about Vtiger CRM

Flowlu is an online business management tool that provides task management, project management, online invoicing and knowledge management. Read more about Flowlu

SAP Customer Experience is a cloud-based customer relationship management solution that integrates with SAP ERP, forming part of the complete SAP business suite. The CRM software provides a single platform to store all client account information and manage all customer communications. Read more about SAP Customer Experience

? Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Read more about Pipeliner CRM

Salesloft is a cloud-based sales engagement platform that helps sales teams to automate sales plays, access coaching material, manage pipelines, and more. The platform offers a range of integrated modules including Sales Email, Calendaring, Analytics, CRM Sync, and more. Read more about SalesLoft

Salesforce Essentials is a cloud-based CRM for small businesses which allows users to manage leads, opportunities, pipelines, support requests, and more Read more about Salesforce Essentials

PhoneBurner's Power Dialing platform helps inside sales teams reach up to 4x more contacts, increase live answers, manage/track leads, and streamline workflows. Read more about PhoneBurner

Close is the sales CRM that helps small businesses and startups turn leads into revenue. Close lets you email, call, and text your leads from desktop. With productivity tools like the task reminders and the Predictive Dialer, you’ll reach more leads, follow up more often, and close more. Read more about Close

Ringy (formerly iSalesCRM) is a customer relationship management software that provides businesses with tools to generate leads and automate marketing operations. Supervisors can gain an overview of turnover rates, incoming leads, outbound calls, account balance, and other key metrics via charts and drip analytics. Read more about Ringy

VanillaSoft brings together the best of CRM, Lead Management and Sales-by-Phone tools into one powerful queue-based lead management solution for inside sales teams, call centers, and other sales-by-phone professionals. VanillaSoft increases productivity and improves sales accountability. Read more about VanillaSoft

Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance. Read more about Zendesk Sell

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. Read more about Groove

98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More. VipeCloud is your all-in-one, easy to use, and powerful growth solution. Read more about VipeCloud

Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality. Read more about Claritysoft CRM

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more. Read more about AgencyBloc AMS

Gold-Vision is a full suite of highly configurable CRM tools for project management, sales & marketing automation, customer support, events management, integrations and more. Read more about Gold-Vision CRM

Pobuca Connect - Connect with your contacts. Turn your multiple and overlapping contact lists into one shared company address book accessed on any device. Read more about Pobuca Connect

HappyFox is a cloud based, all-in-one help desk and customer support software. HappyFox's ticketing system enables the quick resolution of customers' issues via an efficient customer support workflow. The platform provides a built-in knowledge base, community forum and end-user support portal. Read more about HappyFox Help Desk

Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business. Read more about Efficy CRM

ForceManager is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate (three times that of traditional CRMs). Read more about ForceManager

Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers. Read more about Ontraport

Salesmate is an integrated CRM for sales teams of all sizes, offering features for sales pipeline management, automation, acceleration, & native mobile apps. Hottest features - Built-in Calling w/ Power Dialer - Email Drip Sequences - Workflow Automation (Auto-assign touch-points & follow-ups) Read more about Salesmate