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Free Trial Insurance CRM Software (2026) - Page 3
Last updated: February 2026
85 software options
Sponsored
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM, Sales and Marketing Automation for B2B Sales Teams
Send 5,000 emails per month with any subscription level & receive 500 business contacts with email addresses from LeadFerret.com! Professional Edition runs at $45/mo. and the Enterprise Edition runs at $65/mo.
Read more about SalesNexus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sales, marketing, and communication management software
No Credit Card Required
Ontraport offers a variety of plans to choose from based on the features you need. Pricing adjusts with the number of contacts in your database and users in your account. You can choose a monthly or annual plan, and all plans start with a 14-day free trial. Ontraport offers a Done-With-You Setup and Training Package for getting set up in your account quickly and easily. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.
Read more about Ontraport
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stay in touch effectively with clients and personal contacts
No Credit Card Required
Covve is a free service. Advanced users can access specialized functionality by subscribing to a Pro account. Business with more than 10 people, charities and alumni groups, please contact sales@covve.com for a quote.
Read more about Covve App
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Business text messaging for teams
Read more about Heymarket
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based CRM for financial professionals
No Credit Card Required
The industry’s favorite CRM for a reason — now with plans designed for every advisor.
Read more about Redtail CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The all-in-one CRM to manage all your business relationships
No Credit Card Required
Contact folk for pricing details.
Read more about folk
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer service software you can depend on
No Credit Card Required
Read more about Deskpro
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sales, marketing, customer service & billing CRM for SMBs
Starter: $11 per user / month (billed quarterly) or $9 per user / month (billed yearly) Pro: $35 per user / month (billed quarterly) or $29 per user / month (billed yearly) Premium: $65 per user / month (billed quarterly) or $59 per user / month (billed yearly)
Read more about ConvergeHub
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online CRM Software
Read more about Salesboom CRM Suite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sales engagement platform
Read more about ClearSlide
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM & Lead Management Solution
Free 30 day trial. CRM-Xpress - $0 for up to 1,000 contacts Lead-Xpress $10/mo CRM-Xpress $15/mo for more than 1,000 contacts LeadMaster Professional $50/mo
Read more about LeadMaster
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM. Marketing. Simplified
Read more about Soffront CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM and sales management software
No Credit Card Required
CRM Lite Plan - $8/user/month CRM Basic Plan - $16/user/month CRM Professional Plan - $39/user/month Custom Package - Get Quote Marketing Starter Plan - $62/user/month Marketing Advanced Plan - $122/user/month Marketing Professional Plan - $305/user/month
Read more about SalezShark
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Field sales CRM for activity tracking and rep accountability
No Credit Card Required
Lite Plan: $30 per user/mo billed annually*, CallProof Plus (most popular): $40 per user/mo billed annually*, CallProof Pro (with CallProof Voice): $90 per user/mo billed annually*
Read more about CallProof
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Full Business Management SaaS for service companies
$10/Month/Module/User $30/Month/SalesPack $70/Month for 520 features
Read more about AtemisCloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Marketing Automation and CRM for Very Small Businesses
All-In One: Marketing Automation and CRM starting at $24/mo
Read more about AllClients
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Lead management and CRM solution for insurance businesses
No Credit Card Required
Read more about AgentCubed
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Account-centric CRM for sales, marketing & customer service
Contact Infor for pricing details.
Read more about Infor CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Supercharged Customer Engagement and Support platform.
14-day free trial, no credit card required. There after four plans available - - Free: 1 team member, up to 1000 customers, and 5000 leads. - Startup: $49 per month or $490 per year, up to 3 team members, 25000 customers, and 50000 leads. - Growth: $99 per month or $990 per year, up to 10 team members, 100000 customers, and 200000 leads. - Company: $199 per month or $1990 per year, up to 20 team members, 300000 customers, and 600000 leads. Customized enterprise plans are also available as per demand. Special pricing is available for NGOs and educational institutions.
Read more about Interakt
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Software for managing leads, communication, and policies
No Credit Card Required
Please contact Intruity directly for pricing details.
Read more about OneLink
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Innovative technology, proven results
Contact the Pega CRM Solution sales team for more information.
Read more about Pega CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enhancing sales via smart reports & marketing.
Credit Card Required
Read more about SmartOffice
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agency management solution for insurance agencies
Credit Card Required
$139 per user per month subscription fee Included in the price are pre-fills and digital signatures. Ask about our many offers such a free data migration.
Read more about AGENCYMATE
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer service and relationship management software
Nextiva CRM is Available on monthly and annual subscriptions, details of which are outlined below- Communicate and Collaborate - Essential – Starting from $24.95/user/month or $17.95/user/month (billed annually) Professional – Starting from $29.95/user/month or $21.95/user/month (billed annually) Enterprise – Starting from $39.95/user/month or $31.95/user/month (billed annually) Ultimate – Starting from $60.95/user/month or $52.95/user/month (billed annually) Collaborate – Essential – Free Pro – $9.99/user/month or $6.99/user/month (billed annually) Enterprise – $14.99/user/month or $9.99/user/month (billed annually)
Read more about Nextiva CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
MyBasicCRM is a customizable yet easy CRM platform for SMEs
No Credit Card Required
Single Plan! $8.90 per month per user
Read more about MyBasicCRM