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Insurance CRM Software - Page 4

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Aviso logo
4.2
(30)

Sales forecasting and data analysis

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Aviso is a sales forecasting and analytics software designed for medium and large enterprises looking for total revenue intelligence across all key sales functions. It uses algorithms and data science to provide both predictive sales forecasts and historical trend analysis.

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Soffront CRM logo
4.3
(24)

CRM. Marketing. Simplified

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Soffront CRM is an award winning fully integrated CRM solution for sales, marketing, customer service, helpdesk, project management and more. Save without the cost of multiple add-ons and third party partners.

Soffront CRM can be deployed hosted or on-premise.

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SalezShark logo
4.7
(15)

Cloud-based CRM and sales management software

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SalezShark is a cloud based sales and marketing automation platform that enables customers to generate prospects leads and manage sales operations

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CallProof logo
4.1
(28)

Mobile and web-based Sales tool for sales teams

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CallProof is a mobile and web-based Sales CRM application for sales teams that allows them to automate all reporting as it relates to sales, customer service, and field service.

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LeadByte logo
4.6
(13)

Software For Lead Buyers & Sellers to Automate Growth

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LeadByte streamlines lead management for buyers and sellers. Capture, validate, and distribute leads in real-time, saving time and increasing quality. Automate lead delivery and optimize marketing efforts for higher ROI. Make your lead management process seamless and efficient with LeadByte.

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AllProWebTools logo
4.6
(13)

The Complete Toolkit for managing Small Business

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Control your business sales, productivity, marketing, CRM, website hosting, email marketing, and more with one simple solution. Ranked #1 in customer satisfaction for support by G2Crowd

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SimpleCRM logo
4.5
(15)

Cloud-based all-in-one marketing platform

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SimpleCRM is an AI-enabled CRM solution for midsize to large businesses in the Asia Pacific region. The solution supports a portfolio of products that cater to various business requirements such as accounting, CRM, marketing, and more.

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Cool Life CRM logo
4.4
(17)

360° marketing & relationship lifecycle management

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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.

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AtemisCloud logo
4.7
(11)

Full Business Management SaaS for service companies

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AtemisCloud is an advanced Business Management SaaS platform with features covering customer management, marketing, HR, back office, administration, projects, and finance. Used in 60 countries by 1500 corporations and SNE for the last 23 years.

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AllClients logo
4.8
(8)

Marketing Automation and CRM for Very Small Businesses

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AllClients is Marketing Automation and CRM software for small businesses. Designed for the non-technical user, the product features Landing Pages, Workflows, Permission-Based Email, and other automation as well as normal CRM functionality.

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AgentCubed logo
4.4
(10)

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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folk logo
4.5
(11)

The all-in-one CRM to manage all your business relationships

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folk is the all-in-one CRM. Centralize all the relationships that matter for your organization and customize it to the adapted workflow: from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.

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Infor CRM logo
3.7
(25)

Account-centric CRM for sales, marketing & customer service

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Infor CRM - formerly SalesLogix - provides a single platform to drive customer interaction and improve customer relationships and experiences. The software combines a range of multi-departmental functions such as marketing, sales, service, resource, and lead management features.

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Better Agency logo
4.3
(11)

Comprehensive CRM solution for insurance agencies

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Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

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Interakt logo
5.0
(5)

Supercharged Customer Engagement and Support platform.

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Interakt is an All-In-One Customer Engagement and Support platform, which lets convert leads to paying customers with powerful marketing automation applications

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Pega CRM logo
3.9
(13)

Innovative technology, proven results

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Pega is a customer relationship management and customer experience application designed by PegaSystems® Inc to help maximise your customer retention and customer acquisition levels. The Pega CRM software allows you to input live data into the web based application which in turn analyzes information and produces real-time reports. The entire CRM system is optimized for mobile devices, making it ideal for editing, creating and reporting on the go.

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Nextiva CRM logo
4.1
(6)

Customer service and relationship management software

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Nextiva CRM is a customer relationship management software designed to help businesses handle interactions with customers across multiple communication channels including phone, email, SMS, social media accounts, and more. It enables organizations to route customer support tickets to agents.

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MyBasicCRM logo
4.3
(3)

MyBasicCRM is a customizable yet easy CRM platform for SMEs

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MyBasicCRM is an excellent alternative for small to medium-sized companies with 1-20 users looking for an effective and economical CRM solution to adapt to their custom needs.

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Onpipeline logo
4.3
(3)

Customer relationship management (CRM) with visual pipeline

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CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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HelloLeads logo
4.0
(3)

Sales CRM & Simple Lead Management Solution

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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.

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Lucep logo
4.5
(2)

Instant response callback tool & mobile app

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Lucep is an instant response callback tool that connects sales teams to website visitors by mobile phone with alerts, analytics, AI, lead allocation & reporting

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AGENCYMATE logo
4.5
(2)

Agency management solution for insurance agencies

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AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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Infer logo
4.0
(2)

Predictive lead scoring for sales & marketing

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Infer is a predictive lead scoring software that integrates with popular sales and marketing applications to identify leads with the highest potential. The software uses the same statistical techniques as Google to collect and interpret customer data.

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Peso logo
5.0
(1)

Accounts Receivable Automation Software

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Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

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Gateway ERP logo
5.0
(1)

ERP platform for retail, manufacturing & distribution sector

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Gateway ERP is an ERP platform that helps manage product data, inventory, purchase orders, and prices. The software provides a decision support system, online approvals, internal audits, and floor management.

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