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Top Rated Insurance CRM Software with Free

Last updated: September 2026

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25 software options

Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s Insurance CRM helps agencies manage policies, clients, and claims in one place. Track leads, automate follow-ups, and organize renewals effortlessly. Gain insights with sales pipelines, store documents securely, and enhance customer relationships with a streamlined, efficient workflow.

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Users also considered
EngageBay CRM logo

Integrated sales & marketing software for growing teams

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

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HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

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Zoho Desk logo

Cloud-based help desk for all business sizes

Cloud-based omnichannel help desk platform unifying tickets from email, chat, social media, and phone for businesses of all sizes.

Read more about Zoho Desk

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HealthSherpa logo

Healthcare management plans for ACA organizations

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

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Users also considered
HubSpot Sales Hub logo

Cloud-based sales CRM for teams of all sizes

HubSpot Sales Hub is a cloud-based sales platform covering lead management, deal tracking, CPQ, automation, and AI-driven analytics.

Read more about HubSpot Sales Hub

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Salesforce Service Cloud logo

AI powered customer service management platform

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

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Freshsales logo

Cloud-based AI CRM for sales and marketing teams

Cloud-based AI CRM unifying sales and marketing with pipeline management, multichannel engagement, and automation.

Read more about Freshsales

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Covve App logo

Stay in touch effectively with clients and personal contacts

Make sure you never let a relationship go cold. Stay in touch with clients and personal contacts.
Covve Personal CRM is your personal assistant app, reminding you to keep in touch and giving you the right excuse to reach out.

Read more about Covve App

Users also considered
Yetiforce CRM logo

Open source CRM system

YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users.

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Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

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
eWay-CRM logo

Customer relationship management solution

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
SalezShark logo

Cloud-based CRM and sales management software

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

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Lucep logo

Instant response callback tool & mobile app

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

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Cool Life CRM logo

360° marketing & relationship lifecycle management

Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

Read more about Cool Life CRM

Users also considered
HelloLeads logo

Sales CRM & Simple Lead Management Solution

HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution (both cloud-based and mobile-driven). It helps every sales professional in managing lead information and scheduling sales follow-ups and provides deeper insights on prospects and improving selling discipline.

Read more about HelloLeads

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Pobuca Connect logo

Connect with your contacts

Pobuca Connect - Connect with your contacts. Turn your multiple and overlapping contact lists into one shared company address book accessed on any device.

Read more about Pobuca Connect

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LeadMaster logo

CRM & Lead Management Solution

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

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Ringy logo

Customer relationship management & marketing automation tool

Ringy (formerly iSalesCRM) is a customer relationship management software that provides businesses with tools to generate leads and automate marketing operations. Supervisors can gain an overview of turnover rates, incoming leads, outbound calls, account balance, and other key metrics via charts and drip analytics.

Read more about Ringy

Users also considered
Vtiger CRM logo

All-in-one CRM for small businesses

Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams.

Read more about Vtiger CRM

Users also considered
Bitrix24 logo

Cloud & on-premises workspace for all business sizes

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
Odoo logo

All-in-one open-source business software

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.

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Second CRM logo
(0)

Making Businesses Profitable

Cloud based easy to use software to improve customer relationships, increase sales and much more.

Read more about Second CRM

Users also considered
Figuro logo
(0)

Sell more, simplify insurance, grow sales.

Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

Read more about Figuro

Users also considered
Peaccce logo

Insurance reviews

A reviews service custom built for insurance. Resolve negative reviews publicly to increase brand trust and connect with buyers to help cross-sell and retain policyholders

Read more about Peaccce

Users also considered