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Top Rated Insurance CRM Software with Trello

Last updated: November 2026

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15 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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noCRM logo

Turning sales actions into connections.

Keep salespeople focused on selling, not reporting. Capture leads anywhere, cut admin, and close more deals.

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VipeCloud logo

Franchise CRM for the AI era. More candidates, booked.

Franchise CRM for the AI era. More than half of franchise leads arrive after hours, and VipeCloud’s AI Booking Agent texts each one within seconds and books the call, driving a 62% lift in bookings. Pre-built for franchise brands, sales organizations, and consultants from day one.

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HubSpot CRM logo

The self-updating CRM that helps your team win deals.

Deals move when your team has the right context at the right moment. HubSpot Smart CRM updates itself from your calls, emails, and meetings, so reps can follow up sooner, focus on the right deals, and spend more time winning them. Start free.

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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.

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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.

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Salesloft logo

Cloud-based AI revenue orchestration for B2B teams

Cloud-based AI revenue orchestration platform for B2B sales, RevOps, and customer success teams, with pipeline management and.

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HubSpot Sales Hub logo

More selling. Less everything else.

One platform where your pipeline, your deals, and the work to move them forward all run from the same customer data. HubSpot Sales Hub helps reps focus on selling and gives leaders trusted reporting, insights, and recommendations. Start free.

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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.

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Deskpro logo

Customer service software you can depend on

Deskpro is multi-channel helpdesk software that can be Cloud or self-hosted. The helpdesk app includes using filters, custom fields, macros, quick replies, labels, triggers and notes. You can also use Deskpro to generate self-help content for your clients. Other features of the app include live chat, customer feedback and suggestion tools, custom branding, 3rd party integrations and advanced reporting.

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Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

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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

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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.

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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.

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Keap logo

An all-in-one CRM, sales and marketing automation solution

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

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