App comparison
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Applied Epic
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Your Indispensable Technology Partner.
Last updated: January 2026
Applied Epic Alternatives & Competitors (2026)
Top 3 free alternatives
Salesforce Sales Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM and sales automation software
0.4
Value for money
Starting price
0.3
Functionality
Drag & Drop
5/5
Purchase Order Management
5/5
Source Tracking
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Pipedrive
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM solution for salespeople
0.7
Value for money
Starting price
0.2
Functionality
Offline Form
5/5
Online Forms
5/5
Inbox Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Apptivo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for managing customer accounts
1.0
Value for money
Starting price
0.2
Functionality
Customizable Fields
5/5
For Small Businesses
5/5
Communication Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Mokapen
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Italian CRM for small businesses.
1.1
Value for money
Starting price
0.4
Functionality
For Small Businesses
5/5
Activity Tracking
5/5
Time Tracking
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Odoo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one open-source business software
0.4
Value for money
Starting price
0.1
Functionality
Commenting/Notes
5/5
Catalog Management
5/5
SKU/UPC Codes
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
AgencyBloc AMS+
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The #1 Recommended Insurance Industry Growth Platform
1.0
Value for money
Starting price
0.5
Functionality
Commission Management
4.8/5
Contact Management
4.8/5
Activity Tracking
4.7/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Health Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Patient relationship management software in the cloud
0.5
Value for money
Starting price
0.3
Functionality
Scheduling
5/5
Patient Records Management
5/5
Document Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
0.8
Value for money
Starting price
0.3
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Ricochet360
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management and auto dialer solution
1.1
Value for money
Starting price
0.6
Functionality
Sales Pipeline Management
5/5
Call Logging
5/5
Alerts/Notifications
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Insightly is the modern, affordable CRM that teams love.
0.3
Value for money
Starting price
0.2
Functionality
Prospecting Tools
5/5
Activity Dashboard
5/5
Template Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sell, bill and organise work in one place.
0.5
Value for money
Starting price
0.1
Functionality
Quotes/Estimates
5/5
Mobile Access
5/5
Knowledge Base Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
We help brokers outperform the competition.
1.3
Value for money
Starting price
0.9
Functionality
MGA Administration
N/A
Underwriting Management
N/A
For Casualty Insurance
N/A
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM database management tool for managing contacts
1.2
Value for money
Starting price
0.4
Functionality
Shared Contacts
N/A
Multi-Channel Communication
N/A
Interaction Tracking
N/A
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer Relationship Management for sales teams
1.1
Value for money
Starting price
0.2
Functionality
Contact Management
5/5
Marketing Automation
5/5
Lead Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agency management system for insurance agents
1.2
Value for money
Starting price
0.6
Functionality
Insurance Policy Management
5/5
Commission Management
5/5
Claims Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Quoting platform for window furnishing businesses
0.3
Value for money
Starting price
0.1
Functionality
Workflow Management
5/5
Search/Filter
5/5
Quotes/Estimates
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The leading mobile CRM for field sales management.
0.6
Value for money
Starting price
0.4
Functionality
Lead Qualification
5/5
Goal Setting/Tracking
5/5
Calendar/Reminder System
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Lead management and CRM solution for insurance businesses
1.1
Value for money
No pricing info
Starting price
0.4
Functionality
Reporting/Analytics
5/5
Quotes/Estimates
5/5
Lead Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The most easy-to-use CRM solution.
1.2
Value for money
Starting price
0.2
Functionality
Search/Filter
5/5
Contact Database
5/5
Territory Management
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise risk management software
1.1
Value for money
Starting price
0.6
Functionality
Claims Tracking
5/5
Claims Settlement
5/5
Real-Time Data
5/5
Top Features
Sales Reports
5/5
Activity Dashboard
5/5
Insurance Policy Management
4.3/5
