getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

iPad Insurance CRM Applications - Page 3

Last updated: February 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

76 software options

Vymo logo

Mobile-first intelligent sales assistant for field sales

learn more
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

Read more about Vymo

Users also considered
Redtail CRM logo

Web-based CRM for financial professionals

learn more
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Read more about Redtail CRM

Users also considered
Deskpro logo

Customer service software you can depend on

learn more
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.

Read more about Deskpro

Users also considered
Efficy CRM logo

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

learn more
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.

Read more about Efficy CRM

Users also considered
ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

learn more
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time

Read more about ConvergeHub

Users also considered
Salesboom CRM Suite logo

Online CRM Software

learn more
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.

Read more about Salesboom CRM Suite

Users also considered
Oracle CRM On Demand logo

Industry-specific on-demand CRM solution

learn more
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.

Read more about Oracle CRM On Demand

Users also considered
ClearSlide logo

Sales engagement platform

learn more
ClearSlide is a sales communications platform that provides a fully web-based service designed specifically for the communication needs of sales teams.

Read more about ClearSlide

Users also considered
LeadMaster logo

CRM & Lead Management Solution

learn more
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

Read more about LeadMaster

Users also considered
Soffront CRM logo

CRM. Marketing. Simplified

learn more
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.

Read more about Soffront CRM

Users also considered
SalezShark logo

Cloud-based CRM and sales management software

learn more
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

Users also considered
CallProof logo

Field sales CRM for activity tracking and rep accountability

learn more
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.

Read more about CallProof

Users also considered
AllProWebTools logo

The Complete Toolkit for managing Small Business

learn more
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

Read more about AllProWebTools

Users also considered
SimpleWorks logo

Cloud-based all-in-one marketing platform

learn more
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.

Read more about SimpleWorks

Users also considered
AtemisCloud logo

Full Business Management SaaS for service companies

learn more
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.

Read more about AtemisCloud

Users also considered
AgentCubed logo

Lead management and CRM solution for insurance businesses

learn more
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.

Read more about AgentCubed

Users also considered
Infor CRM logo

Account-centric CRM for sales, marketing & customer service

learn more
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.

Read more about Infor CRM

Users also considered
OneLink logo

Software for managing leads, communication, and policies

learn more
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

Users also considered
SmartOffice logo

Enhancing sales via smart reports & marketing.

learn more
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.

Read more about SmartOffice

Users also considered
Nextiva CRM logo

Customer service and relationship management software

learn more
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.

Read more about Nextiva CRM

Users also considered
Lucep logo

Instant response callback tool & mobile app

learn more
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

Users also considered
cobra CRM logo

Streamline business with CRM solutions.

learn more
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.

Read more about cobra CRM

Users also considered
Maple CRM logo

Cloud-based customer relationship management (CRM) solution

learn more
Maple CRM is a cloud-based customer relationship management (CRM) solution that helps businesses manage leads, sales, and service processes from within a unified platform. It allows users to automate business workflow, handle tasks, and track invoices as well as payments. Sales teams can handle inquiries, build quotations, generate reports, and manage clients.

Read more about Maple CRM

Users also considered
Target CRM logo

Simplify, Engage, Grow with TargetCRM

learn more
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

Users also considered
Veritouch logo
(0)

CRM software for improving client engagement

learn more
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.

Read more about Veritouch

Users also considered