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Top Rated Insurance CRM Software with Xero

Last updated: September 2026

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29 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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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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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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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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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

Read more about Daylite for Mac

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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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Coevera logo

Technology & People Evolving Together

Coevera is the AI-native CRM that makes salespeople better, not just tracked. Formerly Pipeliner CRM, it pairs visual pipelines, no-code automation, and Voyager AI.

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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.

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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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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.

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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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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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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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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Peso logo

Accounts Receivable Automation Software

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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Salesboom CRM Suite logo

Online CRM Software

Salesboom CRM is an online CRM and customer retention software designed to manage your customer base and identify up-selling opportunities. Established in 2003, the Salesboom CRM system has been helping enterprises of all sizes coordinate their customer relationship management and cross/up-selling strategies as well as providing online training courses and support.

Read more about Salesboom CRM 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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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.

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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.

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Zendesk Sell logo

All-in-one sales platform for sales teams.

Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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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.

Read more about Zoho CRM

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