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Top Rated Insurance CRM Software with Calendar reminder system - Page 2

Last updated: September 2026

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79 software options

ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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

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Spotler CRM logo

The Powerful CRM for Growing Teams

Spotler CRM 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.

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Vymo logo

Mobile-first intelligent sales assistant for field sales

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

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Claritysoft CRM logo

Simple CRM. Real Support. Real Results.

Claritysoft CRM is a simple, powerful cloud-based CRM and marketing automation platform for growing businesses. It combines sales, marketing, project management, and customer service tools in one intuitive system with real human support and easy customization.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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

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Apptivo logo

CRM solution for managing customer accounts

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

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eWay-CRM logo

Customer relationship management solution

Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.

Start with eWay-CRM Free.

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SalezShark logo

Cloud-based CRM and sales management software

SalezShark is a cloud based sales and marketing automation platform that enables customers to generate prospects leads and manage sales operations

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AtemisCloud logo

Full Business Management SaaS for service companies

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.

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OneLink logo

Software for managing leads, communication, and policies

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.

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Interakt logo

Supercharged Customer Engagement and Support platform.

Interakt is an All-In-One Customer Engagement and Support platform, which lets convert leads to paying customers with powerful marketing automation applications

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Salesforce Starter logo

Customer relationship management tool for SMBs

Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

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folk logo

The all-in-one CRM to manage all your business relationships

folk is the all-in-one CRM. Centralize all the relationships that matter for your organization and customize it to the adapted workflow: from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.

Read more about folk

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Zenith CRM logo

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

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.

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AllClients logo

Marketing Automation and CRM for Very Small Businesses

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.

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AGENCYMATE logo

Agency management solution for insurance agencies

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.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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.

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unLocked CRM logo

AI insurance CRM: quotes & commission tracking

unLocked CRM is an artificial intelligence-powered customer relationship management platform designed specifically for insurance professionals. The software integrates with over one thousand carriers to provide automated quoting across multiple insurance product lines, including life, annuity, Medicare, and health insurance. It features commission tracking from hundreds of carrier feeds, policy lifecycle management, and licensing compliance tools within a unified system.

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cobra CRM logo

Streamline business with CRM solutions.

cobra CRM is a comprehensive customer relationship management (CRM) solution that offers professional address and contact management, office communication and management, direct and email marketing, company-wide appointment management, and an integrated GDPR compliance package. It also includes sales process management with forecasting, extended workflow and campaign management, and additional tables and subtables.

Read more about cobra CRM

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AgentCubed logo

Lead management and CRM solution for insurance businesses

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

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MyBasicCRM logo

MyBasicCRM is a customizable yet easy CRM platform for SMEs

MyBasicCRM is an excellent alternative for small to medium-sized companies with 1-20 users looking for an effective and economical CRM solution to adapt to their custom needs.

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Onpipeline logo

From lead to invoice, all in one sales CRM

Sales CRM for managing leads, pipelines, customer activities, quotes, e-signatures and invoicing in one connected workspace.

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Maple CRM logo

CRM software solution for Immigration Consultants from 2012

Maple CRM is a cloud-based, all-in-one CRM + process management platform designed for immigration consultants. It helps businesses manage leads, automate workflows, handle client cases, store documents, generate agreements, track payments, and provide a white labelled client portal.

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Cool Life CRM logo

360° marketing & relationship lifecycle management

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.

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Soffront CRM logo

CRM. Marketing. Simplified

Soffront CRM is an award winning fully integrated CRM solution for sales, marketing, customer service, helpdesk, project management and more. Save without the cost of multiple add-ons and third party partners.

Soffront CRM can be deployed hosted or on-premise.

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