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. 

Insurance CRM Software for Windows

Last updated: February 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

62 software options

NextAgency logo

NextAgency

Agency management software for life & health agencies.

visit website
NextAgency saves life and health agencies time, money, and clients with an agency management system featuring CRM, marketing and commission tracking tools. Easy to use and no long-term contract is required. Supports individuals and groups.

Read more about NextAgency

Users also considered
AgencyBloc AMS+ logo

AgencyBloc AMS+

The #1 Recommended Insurance Industry Growth Platform

visit website
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Read more about AgencyBloc AMS+

Users also considered
RAYNET CRM logo

RAYNET CRM

The most easy-to-use CRM solution.

visit website
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.

Read more about RAYNET CRM

Users also considered
Creatio CRM logo

Creatio CRM

New era CRM to manage all customer and operational workflows

visit website
AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

Read more about Creatio CRM

Users also considered
Mailchimp logo

Email and advertising marketing automation platform

learn more
Mailchimp is a marketing automation platform that allows users to create, send & analyze email & ad campaigns, with email templates, landing pages, and a mobile app

Read more about Mailchimp

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

learn more
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.

Read more about Dynamics 365

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

learn more
Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows.

Read more about Pipedrive

Users also considered
Zoho Desk logo

Customer service software for businesses of all sizes

learn more
Zoho Desk, Zoho's flagship web-based customer service software, helps businesses of all sizes and types deliver superior customer service without spending a fortune.

Read more about Zoho Desk

Users also considered
EngageBay CRM logo

Integrated sales & marketing software for growing teams

learn more
AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

learn more
Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

Read more about Less Annoying CRM

Users also considered
eWay-CRM logo

Customer relationship management solution

learn more
Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.

Start with eWay-CRM Free.

Read more about eWay-CRM

Users also considered
Salesforce Service Cloud logo

AI powered customer service management platform

learn more
Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

Read more about Salesforce Service Cloud

Users also considered
Odoo logo

All-in-one open-source business software

learn more
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.

Read more about Odoo

Users also considered
noCRM logo

Turning sales actions into connection.

learn more
noCRM is a lead management software designed to eliminate the distractions of a standard CRM and help salespeople convert leads into customers, organize their sales process & customize their sales pipeline with lead capturing, prospecting, & collaboration tools, & more

Read more about noCRM

Users also considered
Apptivo logo

CRM solution for managing customer accounts

learn more
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.

Read more about Apptivo

Users also considered
Freshsales logo

Sales management solution

learn more
Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

Read more about Freshsales

Users also considered
Bitrix24 logo

Your ultimate workspace

learn more
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.

Read more about Bitrix24

Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

learn more
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.

Read more about Spotler CRM

Users also considered
VipeCloud logo

Sales CRM With Marketing Suite That Builds Rapport With You

learn more
98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

Read more about VipeCloud

Users also considered
Vanillasoft logo

Lead optimization platform for fast-response sales teams.

learn more
VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

Read more about Vanillasoft

Users also considered
Insightly logo

Insightly is the modern, affordable CRM that teams love.

learn more
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.

Read more about Insightly

Users also considered
Act! logo

More than CRM - Your total relationship solution.

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

Read more about Act!

Users also considered
Close logo

The all-in-one CRM for fast-growing sales teams.

learn more
Close is the sales CRM built for engagement – a powerful, fast tool designed to help ambitious teams manage leads, build relationships, and close more deals.

Read more about Close

Users also considered
Claritysoft CRM logo

User-friendly customer relationship management software

learn more
Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

Read more about Claritysoft CRM

Users also considered
Sage Sales Management logo

The leading mobile CRM for field sales management.

learn more
Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

Read more about Sage Sales Management

Users also considered