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Top Rated Insurance CRM Software with Sales Activity Management

Last updated: April 2026

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46 software options

OneLink logo

Software for managing leads, communication, and policies

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OneLink is a Health, Life & Medicare CRM designed to help businesses in many industries succeed. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and capture customer data across different communication channels.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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VipeCloud logo

Sales CRM With Marketing Suite That Builds Rapport With You

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98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

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Ricochet360 logo

Customer relationship management and auto dialer solution

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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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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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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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Flowlu logo

Work automation and team collaboration in one platform.

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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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Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

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Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

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Salesmate logo

The most customizable CRM. Now with AI

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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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Groove logo

The first sales platform to make sales strategy actionable

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Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

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AGENCYMATE logo

Agency management solution for insurance agencies

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AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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servis.ai logo

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

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

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noCRM logo

Turning sales actions into connections.

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

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Gold-Vision CRM logo

Sales, marketing & support CRM

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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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Sage Sales Management logo

The leading mobile CRM for field sales management.

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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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Pipeliner CRM logo

The Better CRM - Built For Sales, Used By Sales!

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? Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI.

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HappyFox Help Desk logo

Helpdesk, customer support software

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HappyFox is a cloud based, all-in-one help desk and customer support software. HappyFox's ticketing system enables the quick resolution of customers' issues via an efficient customer support workflow. The platform provides a built-in knowledge base, community forum and end-user support portal.

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Vanillasoft logo

Lead optimization platform for fast-response sales teams.

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VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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

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Claritysoft CRM logo

User-friendly customer relationship management software

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Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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Insurance CRM for managing prospects, policies, renewals, and long-term client relationships.

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Freshsales logo

Sales management solution

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Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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SimpleCRM provides insurance companies with tools like Customer360, GPT-powered coaches, R-YaBot, and automated workflows. It supports policy management, claims processing, and customer onboarding with KYC via mobile, ensuring secure, compliant, and scalable operations.

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