getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Insurance CRM Software - Page 3

Last updated: April 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

80 software options

Pobuca Connect logo

Connect with your contacts

learn more
Pobuca Connect - Connect with your contacts. Turn your multiple and overlapping contact lists into one shared company address book accessed on any device.

Read more about Pobuca Connect

Users also considered
Ringy logo

Customer relationship management & marketing automation tool

learn more
Ringy (formerly iSalesCRM) is a customer relationship management software that provides businesses with tools to generate leads and automate marketing operations. Supervisors can gain an overview of turnover rates, incoming leads, outbound calls, account balance, and other key metrics via charts and drip analytics.

Read more about Ringy

Users also considered
Vtiger CRM logo

All-in-one CRM for small businesses

learn more
Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams.

Read more about Vtiger CRM

Users also considered
Salesboom CRM Suite logo

Online CRM Software

learn more
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

Users also considered
Zoho CRM logo

Customer relationship management solution

learn more
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

Users also considered
Soffront CRM logo

CRM. Marketing. Simplified

learn more
Soffront CRM is an award winning fully integrated CRM solution for sales, marketing, customer service, helpdesk, project management and more. Save without the cost of multiple add-ons and third party partners.

Soffront CRM can be deployed hosted or on-premise.

Read more about Soffront CRM

Users also considered
LeadSquared logo

Marketing automation and sales execution platform

learn more
LeadSquared is a complete CRM & marketing automation software to help businesses capture, nurture, manage & track their leads in one place. The cloud-based solution is designed for enterprises & SMEs and provides tools for lead capturing, lead nurturing, sales management, marketing analytics & more.

Read more about LeadSquared

Users also considered
Zendesk Sell logo

All-in-one sales platform for sales teams.

learn more
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.

Read more about Zendesk Sell

Users also considered
SAP Customer Experience logo

Enterprise CRM software

learn more
SAP Customer Experience is a cloud-based customer relationship management solution that integrates with SAP ERP, forming part of the complete SAP business suite. The CRM software provides a single platform to store all client account information and manage all customer communications.

Read more about SAP Customer Experience

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

learn more
NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
Odoo logo

All-in-one open-source business software

learn more
Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
Ontraport logo

Sales, marketing, and communication management software

learn more
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
Bitrix24 logo

All in one business management workspace

learn more
Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Read more about Bitrix24

Users also considered
Thryv logo

All-in-one management solution built for small business

learn more
Thryv is an AI-powered CRM and marketing platform helping small businesses capture leads, automate follow-ups, and grow.

Read more about Thryv

Users also considered
CallProof logo

Field sales CRM for activity tracking and rep accountability

learn more
CallProof helps insurance teams stay on top of follow-up and renewals. Producers can log calls, meetings, and field visits from the mobile app, track quotes and opportunities through a pipeline, and set reminders. Leadership dashboards provide real-time visibility.

Read more about CallProof

Users also considered
LeadMaster logo

CRM & Lead Management Solution

learn more
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

Read more about LeadMaster

Users also considered
Keap logo

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

learn more
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
Redtail CRM logo

Web-based CRM for financial professionals

learn more
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Read more about Redtail CRM

Users also considered
Maximizer CRM logo

Customer relationship and lead management solution

learn more
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Read more about Maximizer CRM

Users also considered
Insightly logo

Insightly is the modern, affordable CRM that teams love.

learn more
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.

Read more about Insightly

Users also considered
HelloLeads logo

Sales CRM & Simple Lead Management Solution

learn more
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

Users also considered
Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

learn more
Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

Read more about Efficy CRM

Users also considered
ClearSlide logo

Sales engagement platform

learn more
ClearSlide is a sales communications platform that provides a fully web-based service designed specifically for the communication needs of sales teams.

Read more about ClearSlide

Users also considered
Act! logo

More than CRM - Your total relationship solution.

learn more
Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

Read more about Act!

Users also considered
SmartOffice logo

Enhancing sales via smart reports & marketing.

learn more
SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

Read more about SmartOffice

Users also considered