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Free Trial Insurance CRM Software (2026)
Last updated: March 2026
83 software options
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Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM software for financial services institutions
No Credit Card Required
Pricing values are available for most plans, except for some advanced products like Agentforce editions, which require contacting sales.
Read more about Financial Services Cloud
NextAgency
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agency management software for life & health agencies.
Credit Card Required
Transparent Pricing. Outstanding Value. NextAgency publishes its pricing openly — no calls required, no surprises. Capterra users rate NextAgency 4.9 out of 5 for Value for Money. CORE PLATFORM: $85 per user per month Includes CRM, marketing, business analytics, workflow automation, compliance tools, and document management. Built specifically for agencies selling benefits, senior, and life policies. ANNUAL SUBSCRIPTION: $850 per user per year (save 17%) Equivalent to $70.83 per user per month, billed upfront. NEXTCOMMISSION ADD-ON: $120 per agency per month ($1,200 per year) Tracks commissions, catches missing payments, manages sub-agent splits, and generates sub-agent commission statements. Seamlessly integrated with the NextAgency core platform. NEXTCOMMISSION SOLO: $160 per agency per month ($1,600 per year) The standalone version of NextCommission for agencies that don't need the full NextAgency platform. Covers up to five seats. Each additional set of five seats is $160 per month or $1,600 per year. FEE GUARANTEE: All licensing fees are guaranteed for a minimum of 12 months. All fees are pre-paid and non-refundable. NO LONG-TERM COMMITMENT REQUIRED: Monthly subscriptions are truly month-to-month and can be cancelled at any time. 30-DAY FREE TRIAL: Try NextAgency free for 30 days. SWITCHING ASSISTANCE PROGRAM: If you're locked into a contract with a competing agency management system, NextAgency can help you escape. We'll reduce our Core Platform and NextCommission monthly fees by 50% for the remainder of your existing commitment for up to six months. ENTERPRISE PRICING: Rates shown are for up to 10 users. Enterprise pricing is available for larger agencies.
Read more about NextAgency
AgencyBloc AMS+
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The #1 Recommended Insurance Industry Growth Platform
No Credit Card Required
Plans are customized to the insurance agency.
Read more about AgencyBloc AMS+
Creatio CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
New era CRM to manage all customer and operational workflows
No Credit Card Required
CRM Creatio offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.
Read more about Creatio CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Email and SMS marketing automation platform
No Credit Card Required
Mailchimp offers multiple pricing plans for their Marketing Platform: Mailchimp Marketing Platform: - Free - $0/per month - Standard - $13.5/per month - Premium - $270.05/per month
Read more about Mailchimp
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM and sales automation software
No Credit Card Required
Basic sales and marketing for up to 5 users $25 /user/month* (billed annually) Complete CRM for any size team $80 /user/month* (billed annually) Deeply customizable CRM for your business $165 /user/month* (billed annually) Unlimited CRM power and support $330 /user/month* (billed annually)
Read more about Salesforce Sales Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management solution
No Credit Card Required
Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users. Standard Edition (Sales tracking for Small Businesses) - $14/user/month (billed annually). Professional Edition (Complete CRM for any SME) - $23/user/month (billed annually). Enterprise Edition (CRM for multi-level organizations) - $40/user/month (billed annually). Ultimate Edition (CRM for large-scale organizations) - $52/user/month (billed annually).
Read more about Zoho CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
ERP and CRM applications from Microsoft
Read more about Dynamics 365
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM solution for salespeople
No Credit Card Required
Pipedrive offers four main CRM plans: Lite, Growth, Premium, and Ultimate. We recommend that you carefully evaluate your business needs and consider the features offered in each plan before deciding which CRM pricing model to choose.
Read more about Pipedrive
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI powered customer service across all channels
No Credit Card Required
Support only pricing starts at $19 per agent/month. Suite pricing starts at $55 per agent/month. Free trial available.
Read more about Zendesk Suite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer service software for businesses of all sizes
No Credit Card Required
Free - up to 3 users, forever! Express - $7/user/month billed annually Standard - $14/user/month billed annually Professional - $23/user/month billed annually Enterprise - $40/user/month billed annually A 15-day free trial is available.
Read more about Zoho Desk
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
For small businesses outgrowing spreadsheets.
No Credit Card Required
30-day free trial available.
Read more about Less Annoying CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management solution
No Credit Card Required
Read more about eWay-CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI powered customer service management platform
No Credit Card Required
Starter Suite: $25 / user / month Professional: $80 / user/ month Enterprise: $165 / user/ month Unlimited: $330 /user/month Einstein 1 Service: $500 /user/month All plans are billed annually.
Read more about Salesforce Service Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one open-source business software
No Credit Card Required
Odoo offers flexible pricing plans to accommodate various business needs. The One App Free plan allows one app and unlimited users for free. The Standard plan starts at $31.10 per user per month (billed annually) and offers all apps. The Custom plan starts at $61.00 per user per month (billed annually) and includes Odoo Studio, Multi-Company, and an External API.
Read more about Odoo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Work automation and team collaboration in one platform.
No Credit Card Required
Pricing applies to each user added to the workspace.
Read more about Flowlu
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turning sales actions into connections.
No Credit Card Required
Starter Edition: US$13 per User/Month*, Expert Edition: US$26 per User/Month*, Dream Edition: US$39 per User/Month*, *billed yearly
Read more about noCRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for managing customer accounts
Starts at just $15 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support
Read more about Apptivo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sales management solution
No Credit Card Required
Free Plan: Free for up to 3 users. Growth Plan: $9/user/month billed annually (or) $11/user/month Pro Plan: $39/user/month billed annually (or) $47/user/month Enterprise Plan: $59/user/month - billed annually (or) $71/user/month
Read more about Freshsales
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
An all-in-one CRM, sales and marketing automation solution
Starting at $299/month (Billed monthly) for 2 users and 1500 contacts. Pricing varies based on the requirements.
Read more about Keap
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All in one business management workspace
No Credit Card Required
A 15-day free trial is available, and a free plan for starter business tools.
Read more about Bitrix24
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-One Business App for Service-Based Firms.
No Credit Card Required
Daylite is available as a monthly or annual subscription. Pricing varies depending on region. For more info about Daylite pricing at daylite.app Includes free 14-day trial with unlimited features.
Read more about Daylite for Mac
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Powerful CRM for Growing Teams
No Credit Card Required
Start for free with 2 Users and 100 Accounts. As your company grows add more Users, Accounts and Advanced features with our Starter, Professional and Enterprise plans.
Read more about Spotler CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sales CRM With Marketing Suite That Builds Rapport With You
No Credit Card Required
-Plus Plan: $20/user/year and $25/user/month. -Pro Plan: $40/user/year and $50/user/month. -Enterprise Plan: $60/user/year and $75/user/month. -Contact VipeCloud for custom plans
Read more about VipeCloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Power dialer & outbound sales acceleration software for SMBs
No Credit Card Required
Free Trial - no credit card required. Get unlimited dialing from $126/month. Sales leaders get an exclusive set of features to manage and monitor reps and scale growth. A non-dialing admin seat is free.
Read more about PhoneBurner