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Free Trial Insurance CRM Software (2026) - Page 2
Last updated: February 2026
85 software options
Sponsored
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
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one management solution built for small business
Read more about Thryv
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Insightly is the modern, affordable CRM that teams love.
No Credit Card Required
Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually)
Read more about Insightly
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Better CRM - Built For Sales, Used By Sales!
No Credit Card Required
Pipeliner CRM has offerings for all sizes of businesses and all verticals: Starter: $65 per user per month Business: $85 per user per month Enterprise: $115 per user per month Unlimited: $150 per user per month
Read more about Pipeliner CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one CRM for small businesses
No Credit Card Required
15-day free trial, no credit card required. Vtiger offers four different packages, including a forever-free CRM. Rates start at $12 per user, per month (billed annually), or $15 per user, per month (billed monthly) Please contact Vtiger Sales team - sales@vtiger.com for pricing information.
Read more about Vtiger CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
More than CRM - Your total relationship solution.
No Credit Card Required
Act! offers both cloud-based and on-premises CRM, email marketing and marketing automation solutions, designed for individuals and small to medium-sized businesses (SMBs).
Read more about Act!
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The all-in-one CRM for fast-growing sales teams.
No Credit Card Required
All Close plans come with a free 14-day trial, no credit card required. Pricing is per user, per month. Month-to-month plans are available for a small increase in price.
Read more about Close
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The leading mobile CRM for field sales management.
No Credit Card Required
Q15-day free trial, no credit card required. Essential plan, ideal for small teams: €19/user per month (maximum 3 users). Starter plan, for collaborating on acounts: €32/ user per month. Professional plan, integrate your ERP with ForceManager: €45/ user per month. Performance plan, ultimate customization: €65/ user per month.
Read more about Sage Sales Management
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The first sales platform to make sales strategy actionable
Pricing is tailored based on team requirements. Standard Package: Groove Core Optional Upgrade: Unlimited Groove Flow Optional Add-on: Groove Dialer
Read more about Groove
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management tool for SMBs
No Credit Card Required
14-day free trial, no credit card required. $25/user/month (billed annually) for up to 5 users.
Read more about Salesforce Starter
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and lead management solution
No Credit Card Required
Price starts at $65 per month Base Edition $65/per user, per month - billed annually. Min. 3 users Financial Advisor Edition $79/per user, per month - billed annually. Min. 3 users Sales Leader Edition $79/per user, per month - billed annually. Min. 5 users
Read more about Maximizer CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Healthcare management plans for ACA organizations
Contact HealthSherpa for pricing details.
Read more about HealthSherpa
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise CRM software
The solution is offered on a subscription payment model and varies depending on your requirements. SAP offers small business pricing options.
Read more about SAP Customer Experience
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The most customizable CRM. Now with AI
No Credit Card Required
Salesmate offers three pricing tears, starter, growth, and boost, based on the features and individual requirements. You can sign up for Salesmate free trial for 15 days. Starter Plan: $12/user/month, billed annually Growth Plan: $24/user/month, billed annually Boost Plan: $40/user/month, billed annually
Read more about Salesmate
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
#1 Action-Focused CRM Software for Small Business
No Credit Card Required
Professional Plan: $9.95 USD per user/month when billed annually or $15 USD per user/month billed monthly. Business Plan: $19.95 USD per user/month when billed annually or $29 USD per user/month billed monthly.
Read more about OnePageCRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Great contact center software for SMB and Enterprises
Discounts for big teams
Read more about Voiptime Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management & marketing automation tool
Credit Card Required
Ringy offers a 14 day free trial, after which the software is available for $99 per month. Pay as you go pricing with no contracts, cancel anytime.
Read more about Ringy
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Helpdesk, customer support software
No Credit Card Required
There is a free 30 days trial that requires no swiping of your credit card. You can choose from 3 plans - Mighty, Fantastic and Enterprise plans that help you solve customer support bottlenecks of different sizes. All plans come with unlimited tickets, smart business rules, knowledge base, multilingual support, rich text formatting in tickets, SSL security and iOS & Android apps.
Read more about HappyFox Help Desk
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one sales platform for sales teams.
14-day free trial, no credit card required. Starter: $45 per seat, per month Professional: $95 per seat, per month Enterprise: $145 per seat, per month All plans are billed annually. Add-ons are also available for an additional cost.
Read more about Zendesk Sell
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Help desk and live chat solution for customer service
Monthly Plan: Live Chat: $ 21.00* Email-Ticket Management: $ 21.00* Knowledge Base: $ 21.00* Call Management: $ 9.00* More than 3 products = 30% reduction = $ 50.40* for all 4 modules *Per agent
Read more about LiveHelpNow
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Direct mail management software
Credit Card Required
Pricing starts at $49.99 with the SendJim Basic Plan which gives users access to Every Door Direct Mail through SendJim with the ability to upgrade their account for low-rate targeted customer mailing, targeted prospect mailing, and CRM integration for automated mailings. Enterprise Plans are also available. All plans offered with no contracts.
Read more about SendJim
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Connect with your contacts
Go Free, Pro or Enterprise according to your business needs. Learn more: https://pobu.ca/pricing Free Forever: $0/user/mo 5,000 Contacts per user Max. 50,000 Contacts Apps for every platform Shared contact lists Link contacts with organizations Capture email signatures Scan business cards Reminders Basic support Pobuca Pro: $2/user/mo (billed annually) 10,000 Contacts per user Max. 100,000 Contacts All FREE features Access roles & permissions Invite external users Set working teams Export contacts Custom fields Advanced support Pobuca Enteprise: $8/user/mo (billed annually) (starting from) Unlimited Contacts All Pro features Import contacts from any source Connect with 3rd party apps Microsoft AD integration Integrate with PBX Custom features Custom support
Read more about Pobuca Connect
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online CRM for Small to Mid-Size Businesses
Starting at $19.00/user/month
Read more about Commence
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Open source CRM system
Completely free with optional paid support, cloud and hosting available at YetiForce's Marketplace.
Read more about Yetiforce CRM