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Insurance CRM
Lead management

Top Rated Insurance CRM Software with Lead management - Page 5

Last updated: September 2026

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116 software options

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Bitrix24

4.2

(1K)

467

359

120

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

Cloud & on-premises workspace for all business sizes

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Maximizer CRM

4.1

(366)

132

161

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

Customer relationship and lead management solution

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.

Odoo

4.2

(1.3K)

701

402

103

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

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Netskope One Platform

4.0

(656)

247

273

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

Cloud-native SASE & zero trust platform for enterprises

Netskope One Platform is a cloud-native SASE, AI security, and data security solution for enterprises, universities, and government.

Act!

3.9

(932)

411

262

119

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

More than CRM - Your total relationship solution.

Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

Keap

4.1

(1.2K)

613

419

149

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

An all-in-one CRM, sales and marketing automation solution

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

ExoVzn

(0)

Property-level storm verification reports in 24 hours

ExoVzn delivers property-level hail and wind verification reports within 24 hours. Every report cross-references five federal data sources and scores each event with an explicit confidence framework, using methodology published in the peer-reviewed Journal of NAFE.

Veritouch

(0)

CRM software for improving client engagement

VeriTouch is a customer engagement CRM solution built on Microsoft Dynamics 365. It consolidates data from an organization's back-end systems and digital channels, providing a unified front-end with standardized processes to serve customers efficiently.

Agenex

(0)

AI-driven insurance CRM: doc scan & auto renewals

Agenex is a cloud-based customer relationship management platform designed for insurance agents in India. The software features artificial intelligence-powered document optical character recognition that extracts data from policy PDFs and photos, automatic registration certificate and policy data filling through Vahan database integration, and automated WhatsApp renewal reminders in ten Indian languages including Hindi, Tamil, Telugu, Bengali, Marathi, Gujarati, Kannada, Malayalam, and Punjabi.

InsuraCRM

(0)

Insurance CRM software

InsuraCRM is a powerful insurance CRM software that enables insurance companies to manage relationships with prospective and existing customers. It helps build lasting customer relationships, automate processes, and enhance productivity.

Smart Agent CRM

(0)

CRM for health and Medicare insurance agents

Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.

Second CRM

(0)

Making Businesses Profitable

Cloud based easy to use software to improve customer relationships, increase sales and much more.

telecrm

4.0

(6)

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

Sell to serve

Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

InsuredMine

4.7

(23)

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

Integrated agency management software for insurance firms

InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

Salesmate

(0)

Cloud-based AI CRM for sales, marketing & support

Salesmate is a cloud-based AI-powered CRM platform unifying sales pipelines, marketing automation, and customer support for SMBs.

Regain Excel to vCard Converter

(0)

Professionally Convert Excel Contacts to vCard Files

Easily convert Excel contacts into vCard (.vcf) files with Regain Excel to vCard Converter. Import contacts into Outlook, Gmail, iPhone, Android, iCloud, and more with just a few clicks. Accurate, secure, and fast conversion for both personal and business use.

Read more about Regain Excel to vCard Converter

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