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Insurance CRM
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Insurance CRM Software For Small Businesses (2026) - Page 2

Last updated: April 2026

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Close

4.7

(164)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The conversation-first CRM for small, scaling sales teams

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Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

Sage Sales Management

4.6

(162)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The leading mobile CRM for field sales management.

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Sage Sales Management 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. Now enhanced with AI.

Salesforce Starter

4.4

(222)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Customer relationship management tool for SMBs

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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.

Maximizer CRM

4.1

(366)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Gold-Vision CRM

4.6

(131)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Sales, marketing & support CRM

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

OnePageCRM

4.8

(91)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

Salesmate

4.7

(102)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The most customizable CRM. Now with AI

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Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

LeadSquared

4.3

(167)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Marketing automation and sales execution platform

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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.

servis.ai

4.7

(71)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work.

Ontraport

4.2

(89)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Sales, marketing, and communication management software

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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.

Covve App

4.8

(40)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Stay in touch effectively with clients and personal contacts

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Make sure you never let a relationship go cold. Stay in touch with clients and personal contacts.
Covve Personal CRM is your personal assistant app, reminding you to keep in touch and giving you the right excuse to reach out.

folk

4.5

(46)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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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.

Efficy CRM

4.0

(90)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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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.

cobra CRM

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Streamline business with CRM solutions.

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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.