getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Insurance CRM Software with Activity Dashboard (2026) - Page 3

Last updated: February 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

85 software options

LiveHelpNow logo

Help desk and live chat solution for customer service

learn more
LiveHelpNow is a help desk software solution for customer service and live chat. LiveHelpNow's live chat tool engages with website visitors to garner customer feedback, send targeted messages & relevant recommendations. It also provides email & ticket management, knowledge base publishing & more.

Read more about LiveHelpNow

Users also considered
Yetiforce CRM logo

Open source CRM system

learn more
YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users.

Read more about Yetiforce CRM

Users also considered
SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

learn more
Insurance CRM for managing prospects, policies, renewals, and long-term client relationships.

Read more about SalesNexus

Users also considered
Agiloft logo

Cloud-based tool for contract lifecycle management.

learn more
Agiloft offers a cloud-based contract lifecycle management (CLM) system that enhances business efficiency and minimizes risk by streamlining contract procedures. Its Data-first Agreement Platform offers deep insights into contract data, promoting collaborative agreement formation across organizations. Agiloft automates key contract management activities, allowing for the creation of superior contracts more swiftly.

Read more about Agiloft

Users also considered
Ontraport logo

Sales, marketing, and communication management software

learn more
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

Users also considered
Vymo logo

Mobile-first intelligent sales assistant for field sales

learn more
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more

Read more about Vymo

Users also considered
Redtail CRM logo

Web-based CRM for financial professionals

learn more
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Read more about Redtail CRM

Users also considered
Deskpro logo

Customer service software you can depend on

learn more
Deskpro is multi-channel helpdesk software that can be Cloud or self-hosted. The helpdesk app includes using filters, custom fields, macros, quick replies, labels, triggers and notes. You can also use Deskpro to generate self-help content for your clients. Other features of the app include live chat, customer feedback and suggestion tools, custom branding, 3rd party integrations and advanced reporting.

Read more about Deskpro

Users also considered
Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

learn more
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

Users also considered
ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

learn more
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time

Read more about ConvergeHub

Users also considered
Lead Capsule logo

Cloud-based solution for lead management

learn more
Lead Capsule is a cloud-based software for lead management, lead generation, lead aggregation, lead distribution, lead commerce, customer relationship management, and affiliate marketing for businesses of all types and sizes, which simplifies vendor & client management, and delivers leads to any CRM

Read more about Lead Capsule

Users also considered
Oracle CRM On Demand logo

Industry-specific on-demand CRM solution

learn more
Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. And in combination with Oracle's Commerce solutions, they deliver a unified cross-channel experience for consumers.

Read more about Oracle CRM On Demand

Users also considered
ClearSlide logo

Sales engagement platform

learn more
ClearSlide is a sales communications platform that provides a fully web-based service designed specifically for the communication needs of sales teams.

Read more about ClearSlide

Users also considered
CallProof logo

Field sales CRM for activity tracking and rep accountability

learn more
CallProof helps insurance teams stay on top of follow-up and renewals. Producers can log calls, meetings, and field visits from the mobile app, track quotes and opportunities through a pipeline, and set reminders. Leadership dashboards provide real-time visibility.

Read more about CallProof

Users also considered
SimpleWorks logo

Cloud-based all-in-one marketing platform

learn more
SimpleCRM provides insurance companies with tools like Customer360, GPT-powered coaches, R-YaBot, and automated workflows. It supports policy management, claims processing, and customer onboarding with KYC via mobile, ensuring secure, compliant, and scalable operations.

Read more about SimpleWorks

Users also considered
Cool Life CRM logo

360° marketing & relationship lifecycle management

learn more
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

Read more about Cool Life CRM

Users also considered
AtemisCloud logo

Full Business Management SaaS for service companies

learn more
AtemisCloud is an advanced Business Management SaaS platform with features covering customer management, marketing, HR, back office, administration, projects, and finance. Used in 60 countries by 1500 corporations and SNE for the last 23 years.

Read more about AtemisCloud

Users also considered
AllClients logo

Marketing Automation and CRM for Very Small Businesses

learn more
AllClients is Marketing Automation and CRM software for small businesses. Designed for the non-technical user, the product features Landing Pages, Workflows, Permission-Based Email, and other automation as well as normal CRM functionality.

Read more about AllClients

Users also considered
AgentCubed logo

Lead management and CRM solution for insurance businesses

learn more
AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

Read more about AgentCubed

Users also considered
Infor CRM logo

Account-centric CRM for sales, marketing & customer service

learn more
Infor CRM - formerly SalesLogix - provides a single platform to drive customer interaction and improve customer relationships and experiences. The software combines a range of multi-departmental functions such as marketing, sales, service, resource, and lead management features.

Read more about Infor CRM

Users also considered
OneLink logo

Software for managing leads, communication, and policies

learn more
OneLink is a Health, Life & Medicare CRM designed to help businesses in many industries succeed. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and capture customer data across different communication channels.

Read more about OneLink

Users also considered
Better Agency logo

Comprehensive CRM solution for insurance agencies

learn more
Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

Read more about Better Agency

Users also considered
SmartOffice logo

Enhancing sales via smart reports & marketing.

learn more
SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

Read more about SmartOffice

Users also considered
Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

learn more
Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

Read more about Zenith CRM

Users also considered
AGENCYMATE logo

Agency management solution for insurance agencies

learn more
AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

Read more about AGENCYMATE

Users also considered