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Top Rated Insurance CRM Software with Small business - Page 2

Last updated: September 2026

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85 software options

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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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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Deskpro logo

Customer service software you can depend on

Deskpro is multi-channel helpdesk software that can be Cloud or self-hosted. The helpdesk app includes using filters, custom fields, macros, quick replies, labels, triggers and notes. You can also use Deskpro to generate self-help content for your clients. Other features of the app include live chat, customer feedback and suggestion tools, custom branding, 3rd party integrations and advanced reporting.

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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

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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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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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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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AllProWebTools logo

The Complete Toolkit for managing Small Business

Control your business sales, productivity, marketing, CRM, website hosting, email marketing, and more with one simple solution. Ranked #1 in customer satisfaction for support by G2Crowd

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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.

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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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ServiceTonic logo

ServiceTonic targets small and medium size enterprises

ServiceTonic is a help desk software solution that centralizes support ticket and request management through multiple channels including web, mobile, email, phone, chat, and QR codes. It aligns with ITIL best practices to help IT departments effectively manage services. Key features include automation, knowledge management, and asset management.

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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

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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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Gateway ERP logo

ERP platform for retail, manufacturing & distribution sector

Gateway ERP is an ERP platform that helps manage product data, inventory, purchase orders, and prices. The software provides a decision support system, online approvals, internal audits, and floor management.

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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.

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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

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SendJim logo

Direct mail management software

SendJim is a direct-mail software meant to help build a relationship with your current customers and build your route density with your customer's neighbors through targeted mailings that can be triggered by actions in your CRM.

Read more about SendJim

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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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SpiceX logo

Integration Platform as a Service for contact centers

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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