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Top Rated Insurance CRM Software with Mid size business - Page 3

Last updated: June 2026

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88 software options

Peso logo

Accounts Receivable Automation Software

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Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

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Oracle CRM On Demand logo

Industry-specific on-demand CRM solution

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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.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

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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.

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SpiceX logo

Integration Platform as a Service for contact centers

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SpiceCSM is a web based on-demand platform for increasing the efficiency of your contact center agents. Designed as a "point solution," SpiceCSM Guided Services turn your agents into subject matter experts, without additional training. With a unique blend of decision tree technology, data collection, and easy to use creation tools, your contact center will not only provide higher quality service, but at a lower cost.

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Infer logo

Predictive lead scoring for sales & marketing

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Infer is a predictive lead scoring software that integrates with popular sales and marketing applications to identify leads with the highest potential. The software uses the same statistical techniques as Google to collect and interpret customer data.

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HelloLeads logo

Sales CRM & Simple Lead Management Solution

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HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution (both cloud-based and mobile-driven). It helps every sales professional in managing lead information and scheduling sales follow-ups and provides deeper insights on prospects and improving selling discipline.

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Salesforce Starter logo

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.

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SAIBA Global logo

Insurance broking management software

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SAIBA is an insurance broker software solution designed for overseas direct insurance brokers. This software covers all aspects of the insurance business, including customer relationship management, policy administration, claims processing, accounting, reporting, and more. Key features include workflow automation, document management, renewal tracking, regulatory reporting, and multi-channel sales support.

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Soffront CRM logo

CRM. Marketing. Simplified

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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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Pobuca Connect logo

Connect with your contacts

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Pobuca Connect - Connect with your contacts. Turn your multiple and overlapping contact lists into one shared company address book accessed on any device.

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Pega CRM logo

Innovative technology, proven results

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Pega is a customer relationship management and customer experience application designed by PegaSystems® Inc to help maximise your customer retention and customer acquisition levels. The Pega CRM software allows you to input live data into the web based application which in turn analyzes information and produces real-time reports. The entire CRM system is optimized for mobile devices, making it ideal for editing, creating and reporting on the go.

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Salesboom CRM Suite logo

Online CRM Software

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Salesboom CRM is an online CRM and customer retention software designed to manage your customer base and identify up-selling opportunities. Established in 2003, the Salesboom CRM system has been helping enterprises of all sizes coordinate their customer relationship management and cross/up-selling strategies as well as providing online training courses and support.

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Zendesk Suite logo

AI powered customer service across all channels

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Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

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CallProof logo

Field sales CRM for activity tracking and rep accountability

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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.

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Nextiva CRM logo

Customer service and relationship management software

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Nextiva CRM is a customer relationship management software designed to help businesses handle interactions with customers across multiple communication channels including phone, email, SMS, social media accounts, and more. It enables organizations to route customer support tickets to agents.

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Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

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LeadMaster logo

CRM & Lead Management Solution

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LeadMaster has been providing affordable white-label web-based Salesforce CRM and Lead Management solutions since 1998. The application features robust marketing automation features for campaign management, lead nurturing and email marketing

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Ringy logo

Customer relationship management & marketing automation tool

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Ringy (formerly iSalesCRM) is a customer relationship management software that provides businesses with tools to generate leads and automate marketing operations. Supervisors can gain an overview of turnover rates, incoming leads, outbound calls, account balance, and other key metrics via charts and drip analytics.

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SmartOffice logo

Enhancing sales via smart reports & marketing.

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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.

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Ontraport logo

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.

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Infor CRM logo

Account-centric CRM for sales, marketing & customer service

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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.

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Vtiger CRM logo

All-in-one CRM for small businesses

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Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams.

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LeadSquared logo

Built for Experiences, Tuned for Outcomes.

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LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale.

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SalesLoft logo

Sales acceleration and customer engagement platform

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Salesloft is a cloud-based sales engagement platform that helps sales teams to automate sales plays, access coaching material, manage pipelines, and more. The platform offers a range of integrated modules including Sales Email, Calendaring, Analytics, CRM Sync, and more.

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Dynamics 365 logo

ERP and CRM applications from Microsoft

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Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

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