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Insurance CRM Software Integrated with Microsoft 365 (2026)
Last updated: February 2026
27 software options
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Email and advertising marketing automation platform
Read more about Mailchimp
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CRM and lead management solution
Read more about HubSpot CRM
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Customer relationship management solution
Read more about Zoho CRM
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ERP and CRM applications from Microsoft
Read more about Dynamics 365
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Cloud-based CRM solution for salespeople
Read more about Pipedrive
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Customer relationship management solution
Read more about eWay-CRM
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Work automation and team collaboration in one platform.
Read more about Flowlu
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CRM solution for managing customer accounts
Read more about Apptivo
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Sales management solution
Read more about Freshsales
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Your ultimate workspace
Read more about Bitrix24
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All-in-one management solution built for small business
Read more about Thryv
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Insightly is the modern, affordable CRM that teams love.
Read more about Insightly
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The Better CRM - Built For Sales, Used By Sales!
Read more about Pipeliner CRM
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All-in-one CRM for small businesses
Read more about Vtiger CRM
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More than CRM - Your total relationship solution.
Read more about Act!
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The all-in-one CRM for fast-growing sales teams.
Read more about Close
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User-friendly customer relationship management software
Read more about Claritysoft CRM
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The leading mobile CRM for field sales management.
Read more about Sage Sales Management
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Sales, marketing & support CRM
Read more about Gold-Vision CRM
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Powerful, easy-to-use BOMP your whole team will love.
Read more about servis.ai
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Connect with your contacts
Read more about Pobuca Connect
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Cloud-based tool for contract lifecycle management.
Read more about Agiloft
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Sales, marketing, customer service & billing CRM for SMBs
Read more about ConvergeHub
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CRM & Lead Management Solution
Read more about LeadMaster
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Customer relationship management (CRM) with visual pipeline
Read more about Onpipeline