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Top Rated Insurance CRM Software with Lead capture - Page 2

Last updated: September 2026

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81 software options

Covve App logo

Stay in touch effectively with clients and personal contacts

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.

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LiveHelpNow logo

Help desk and live chat solution for customer service

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.

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RAYNET CRM logo

The most easy-to-use CRM solution.

Simplify your CRM.

All contacts, deals, your calendar, your sales pipeline analysis –? all in one place.

Perfectly organized data that simplify your work and give you a thorough overview of your business.

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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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Heymarket logo

Business text messaging for teams

Heymarket provides business text messaging for marketing, sales, support & operations teams, with shared inboxes, mobile apps, message templates, and more

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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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Lead Capsule logo

Cloud-based solution for lead management

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

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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

Read more about SalezShark

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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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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Target CRM logo

Simplify, Engage, Grow with TargetCRM

TargetCRM is a versatile CRM solution designed to streamline customer management, automate sales processes, and enhance team collaboration. It offers lead tracking, customizable workflows, robust analytics, and integration capabilities to help businesses build long-term customer relationships

Read more about Target CRM

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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.

Read more about OneLink

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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

Read more about Interakt

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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.

Read more about Salesforce Starter

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LeadByte logo

Software For Lead Buyers & Sellers to Automate Growth

LeadByte streamlines lead management for buyers and sellers. Capture, validate, and distribute leads in real-time, saving time and increasing quality. Automate lead delivery and optimize marketing efforts for higher ROI. Make your lead management process seamless and efficient with LeadByte.

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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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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.

Read more about AGENCYMATE

Users also considered
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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Lucep logo

Instant response callback tool & mobile app

Lucep is an instant response callback tool that connects sales teams to website visitors by mobile phone with alerts, analytics, AI, lead allocation & reporting

Read more about Lucep

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