getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Top Rated Insurance CRM Software with Microsoft 365

Last updated: September 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

23 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.

Read more about Flowlu

Users also considered
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

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows.

Read more about Pipedrive

Users also considered
Sage Sales Management logo

The leading mobile CRM for field sales management.

Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

Read more about Sage Sales Management

Users also considered
Coevera logo

Your sales process, visible, teachable and repeatable

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals won through consultation rather than transaction. Formerly Pipeliner CRM.

Read more about Coevera

Users also considered
Gold-Vision CRM logo

Sales, marketing & support CRM

Gold-Vision is a full suite of highly configurable CRM tools for sales & marketing automation, project management, customer support, events management, integrations and more.

Read more about Gold-Vision CRM

Users also considered
servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work.

Read more about servis.ai

Users also considered
Agiloft logo

Cloud-based tool for contract lifecycle management.

Agiloft offers a cloud-based contract lifecycle management (CLM) system that enhances business efficiency and minimizes risk by streamlining contract procedures. Its Data-first Agreement Platform offers deep insights into contract data, promoting collaborative agreement formation across organizations. Agiloft automates key contract management activities, allowing for the creation of superior contracts more swiftly.

Read more about Agiloft

Users also considered
ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time

Read more about ConvergeHub

Users also considered
Claritysoft CRM logo

Simple CRM. Real Support. Real Results.

Claritysoft CRM is a simple, powerful cloud-based CRM and marketing automation platform for growing businesses. It combines sales, marketing, project management, and customer service tools in one intuitive system with real human support and easy customization.

Read more about Claritysoft CRM

Users also considered
Apptivo logo

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

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
Target CRM logo

Simplify, Engage, Grow with TargetCRM

TargetCRM is a versatile CRM solution designed to streamline customer management, automate sales processes, and enhance team collaboration. It offers lead tracking, customizable workflows, robust analytics, and integration capabilities to help businesses build long-term customer relationships

Read more about Target CRM

Users also considered
unLocked CRM logo

AI insurance CRM: quotes & commission tracking

unLocked CRM is an artificial intelligence-powered customer relationship management platform designed specifically for insurance professionals. The software integrates with over one thousand carriers to provide automated quoting across multiple insurance product lines, including life, annuity, Medicare, and health insurance. It features commission tracking from hundreds of carrier feeds, policy lifecycle management, and licensing compliance tools within a unified system.

Read more about unLocked CRM

Users also considered
Onpipeline logo

From lead to invoice, all in one sales CRM

Sales CRM for managing leads, pipelines, customer activities, quotes, e-signatures and invoicing in one connected workspace.

Read more about Onpipeline

Users also considered
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

Users also considered
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

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
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Thryv logo

AI-powered software built for small business growth.

Thryv is the AI-native growth platform that helps small businesses get found online, attract more customers, and grow with confidence.

Read more about Thryv

Users also considered
Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Read more about Zoho CRM

Users also considered
Act! logo

More than CRM - Your total relationship solution.

Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

Read more about Act!

Users also considered
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