Best Insurance CRM Software for Small Businesses (Free & Paid)

Microsoft Dynamics 365 is a comprehensive suite of business applications that integrates CRM and ERP capabilities with productivity applications and AI tools. Designed for both small and large businesses, it offers modules for sales, customer service, field service, finance, operations, commerce, and HR management. Dynamics 365 facilitates customer engagement through personalized experiences, whil... Read more about Microsoft Dynamics 365

Dynamics 365 is a powerful customer relationship management (CRM) software designed to enhance business operations and improve customer engagement. This comprehensive platform integrates various business applications, enabling users to manage sales, marketing, customer service, and field operations seamlessly. With its robust analytics and reporting capabilities, Dynamics 365 provides valuable ins... Read more about Dynamics 365

HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers a comprehensive suite of tools to manage customer relationships effectively, streamline sales processes, and drive reve... Read more about HubSpot CRM

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for easy communication and follow-up with prospects. It features detailed reporting tools, providing valuable insights into sa... Read more about Zendesk Sell

Salesforce Financial Services Cloud is a specialized software designed for finance professionals. It's a part of Salesforce, a famous platform known for managing customer relationships. This software is tailored to help banks, insurance companies, and wealth management firms better serve their clients. It does so by giving a complete view of each customer's profile, including their financial goals... Read more about Salesforce Financial Services Cloud

Odoo is a comprehensive customer relationship management (CRM) software designed to enhance customer engagement and streamline sales processes for businesses. This platform provides powerful tools for managing customer interactions, tracking leads, and automating marketing campaigns seamlessly. With its user-friendly interface, sales teams can easily access customer data, monitor sales pipelines, ... Read more about Odoo

Odoo CRM is a comprehensive customer relationship management software designed to streamline and enhance business interactions and operations. It stands out for its user-friendly interface and modular structure, allowing businesses to customize and scale the platform according to their specific needs. Key features include efficient lead and opportunity management, accurate sales forecasting, and a... Read more about Odoo CRM

SAP Customer Experience is a comprehensive customer service software designed to enhance interactions between businesses and their clients. This powerful platform provides tools for managing customer inquiries, tracking support tickets, and delivering personalized service across multiple channels. With its intuitive interface, service teams can efficiently resolve issues, ensuring customer satisfa... Read more about SAP Customer Experience

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to tailo... Read more about Zoho CRM

Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes p... Read more about Freshsales

monday sales CRM is a versatile software designed to streamline and enhance sales processes for businesses. Functioning as a Customer Relationship Management (CRM) tool, it empowers teams to manage leads, track deals, and foster customer relationships effectively. monday sales CRM stands out with its intuitive interface, enabling easy navigation and collaboration. Noteworthy features include custo... Read more about monday sales CRM

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses,... Read more about NetSuite

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24

SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are integrated, aiding in campaign management and targeting. SugarCRM supports customer service functions, including case mana... Read more about SugarCRM

Pega CRM is a customer relationship management software designed to help businesses automate and enhance their customer engagement processes. It offers features like customer journey mapping, sales automation, and marketing campaign management. Pega CRM enables organizations to streamline customer interactions, track leads, and manage customer data effectively. Its AI-driven automation tools allow... Read more about Pega CRM

Nextiva CRM is a cutting-edge Customer Experience Software designed to help businesses manage and enhance their interactions with customers. It offers a comprehensive platform for tracking customer interactions, managing sales pipelines, and automating marketing campaigns, ensuring a seamless and personalized customer journey. Nextiva CRM features intuitive dashboards and real-time analytics, prov... Read more about Nextiva CRM

Daylite for Mac is a powerful project management software designed to enhance productivity and collaboration for teams using macOS. This platform offers comprehensive tools for managing projects, tracking tasks, and facilitating communication, ensuring efficient project operations. With Daylite, users can easily create project plans, assign tasks, and monitor progress in real-time, promoting effec... Read more about Daylite for Mac

ClickDimensions is a powerful email marketing software designed specifically for Microsoft Dynamics 365 users to enhance their marketing efforts and improve customer engagement. The platform provides a comprehensive suite of tools for creating, automating, and tracking email campaigns, allowing businesses to connect with their audience effectively. With its intuitive drag-and-drop interface, users... Read more about ClickDimensions

Thryv is a comprehensive business management platform created for small businesses. It combines essential tools like CRM, marketing automation, and appointment scheduling in one user-friendly interface. With Thryv, businesses can easily manage customer relationships, streamline communication, and boost their online presence. The platform includes features like online booking, allowing clients to s... Read more about Thryv

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integratio... Read more about Insightly CRM

Act! is a customer relationship management (CRM) software designed to streamline business processes. It helps manage contacts, leads, and customer interactions effectively. Key features include sales pipeline management, which enables tracking of sales opportunities from lead to close. Act! also offers marketing automation, allowing users to create and send targeted email campaigns. The software i... Read more about Act!

Insightly is a powerful customer relationship management (CRM) software designed to help businesses manage customer interactions and enhance their sales processes. This comprehensive platform offers tools for managing contacts, tracking leads, automating workflows, and generating reports, ensuring that organizations can effectively nurture relationships throughout the customer journey. With its in... Read more about Insightly

Vtiger CRM is a cloud-based customer relationship management software tailored for small to medium-sized businesses. It centralizes customer information, making it easy to track interactions and manage customer relationships. The software offers sales automation, helping in managing leads, opportunities, and sales pipelines. Marketing tools within Vtiger assist in executing campaigns and tracking ... Read more about Vtiger CRM

HealthSherpa is a customer relationship management (CRM) software tailored for insurance agents and brokers, designed to help streamline the process of managing health insurance clients and leads. The platform enables users to track client interactions, manage policy details, and ensure timely follow-ups with ease. HealthSherpa offers integrated tools for managing applications, quotes, and claims,... Read more about HealthSherpa

Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals.... Read more about Keap