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Top Rated Insurance CRM Software with Wordpress

Last updated: September 2026

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26 software options

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.

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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.

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Ricochet360 logo

Customer relationship management and auto dialer solution

Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

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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.

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Salesmate logo

The most customizable CRM. Now with AI

Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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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.

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LiveHelpNow logo

Help desk and live chat solution for customer service

LiveHelpNow is a help desk software solution for customer service and live chat. LiveHelpNow's live chat tool engages with website visitors to garner customer feedback, send targeted messages & relevant recommendations. It also provides email & ticket management, knowledge base publishing & more.

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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

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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.

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Heymarket logo

Business text messaging for teams

Heymarket provides business text messaging for marketing, sales, support & operations teams, with shared inboxes, mobile apps, message templates, and more

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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.

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HappyFox Help Desk logo

AI-powered help desk and ticketing software

Support policyholder service and insurance operations without replacing the system of record. HappyFox turns inquiries into trackable tickets with custom fields, routing, priorities, SLAs, role-based access, complete history, CRM integrations, reports, and satisfaction surveys.

Read more about HappyFox Help Desk

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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

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Interakt logo

Supercharged Customer Engagement and Support platform.

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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AllProWebTools logo

The Complete Toolkit for managing Small Business

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

Read more about AllProWebTools

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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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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.

Read more about Zendesk Suite

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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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Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

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Ontraport logo

Sales, marketing, and communication management software

Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

Read more about Ontraport

Users also considered
LeadSquared logo

Built for Experiences, Tuned for Outcomes.

LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale.

Read more about LeadSquared

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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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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.

Read more about Keap

Users also considered
telecrm logo

Sell to serve

Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

Read more about telecrm

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