Insurance CRM

https://www.capterra.com/insurance-crm-software/

Niches in this category - the functional product types blended into "Insurance CRM" (24)

CRM Software62 Insurance Agency Management & CRM15 Contact Center & Helpdesk Software10 Sales Engagement & Dialer Platform7 Lead Capture & Lead Management Software6 Business Management Suite for SMBs6 Wealth & Financial Advisor CRM5 ERP Suite4 Marketing Automation Platform4 Conversational & Messaging CRM2 Field Sales & Route Management Software2 AI Sales Assistant & Revenue Intelligence2 IT Service Management (ITSM) Platform1 Quote-to-Cash & CPQ Billing Platform1 Field Service Management Software1 Industry-Specific Vertical Business Software1 Digital Business Card & Networking Platform1 Customer Data Platform & AI Personalization1 Email Marketing Software1 Ecommerce Marketing Automation Platform1 Direct Mail Automation Platform1 Customer Communications Orchestration & Omnichannel Inbox1 Lead Distribution & Ping-Post Platform1 Accounts Receivable Automation & Collections Software1

130 products4 pages scraped of 4130 in category0 sponsored0 shortlisted

#	Product	Rating	Reviews	Rec	Ease / Svc / Feat / Value	Description
1	Salesforce Sales Cloud	4.4	18,781	-	4.0 / 4.1 / 4.4 / 4.0	Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution. Learn more about Salesforce Sales Cloud
2	Mailchimp	4.5	17,600	-	4.4 / 4.2 / 4.4 / 4.4	Mailchimp: the #1 email marketing platform with 11M+ users worldwide, offering AI-powered insights & content creation tools. Learn more about Mailchimp
3	Zoho CRM	4.3	6,972	-	4.2 / 4.1 / 4.3 / 4.3	CRM solution that helps businesses with sales force automation, process management, journey orchestration, marketing automation & more. Learn more about Zoho CRM
4	Dynamics 365	4.4	5,820	-	4.1 / 4.2 / 4.3 / 4.1	Dynamics 365 offers integrated business management solution that automates financial, customer relationship and supply chain processes. Learn more about Dynamics 365
5	HubSpot CRM	4.5	4,458	-	4.4 / 4.4 / 4.4 / 4.3	Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers. Learn more about HubSpot CRM
6	Zendesk Suite	4.4	4,079	-	4.3 / 4.3 / 4.4 / 4.2	Zendesk is a cloud-based platform enabling businesses to offer customer support via text, mobile, phone, email, chat, and social media. Learn more about Zendesk Suite
7	Pipedrive	4.5	3,050	81%	4.5 / 4.4 / 4.3 / 4.4	Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
8	Zoho Desk	4.5	2,212	-	4.4 / 4.3 / 4.5 / 4.5	Cloud and mobile-based help desk software that enables businesses to deliver customer support and enhance service quality. Learn more about Zoho Desk
9	NetSuite	4.2	2,039	-	4.0 / 3.8 / 4.2 / 3.9	Web-based & AI-powered enterprise resource planning (ERP) tool that gives businesses the visibility & control needed to make decisions. Learn more about NetSuite
10	Odoo	4.2	1,306	-	4.0 / 3.9 / 4.2 / 4.1	Odoo is an all-in-one open-source business platform for CRM, Sales, Accounting, Website, eCommerce, POS, Inventory, HR, and more. Learn more about Odoo
11	Keap	4.1	1,298	-	3.6 / 4.0 / 4.1 / 3.8	The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. Learn more about Keap
12	Bitrix24	4.2	990	-	4.0 / 4.0 / 4.3 / 4.2	Bitrix24 is an AI-powered online workspace designed to help businesses manage their clients, sales, projects, and teams. Learn more about Bitrix24
13	EngageBay CRM	4.7	907	84%	4.5 / 4.8 / 4.6 / 4.7	AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. Learn more about EngageBay CRM
14	Act!	3.9	907	-	3.9 / 3.6 / 3.9 / 3.9	Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management. Learn more about Act!
15	Salesforce Service Cloud	4.5	824	-	4.1 / 4.3 / 4.4 / 4.2	Salesforce Service Cloud is a software that helps service teams deliver personalized support across various channels. Learn more about Salesforce Service Cloud
16	eWay-CRM	4.5	822	-	4.4 / 4.6 / 4.3 / 4.4	Run your insurance business right from Microsoft Outlook and Teams. Synchronize contacts, organize emails, and plan meetings. Learn more about eWay-CRM
17	Apptivo	4.4	708	-	4.2 / 4.7 / 4.3 / 4.7	Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more. Learn more about Apptivo
18	Insightly	4	654	-	4.0 / 3.8 / 3.9 / 4.0	Insightly is the modern, affordable CRM that teams love. Learn more about Insightly
19	Less Annoying CRM	4.8	649	95%	4.9 / 4.9 / 4.5 / 4.9	Less Annoying CRM helps insurance agents manage contacts, calendars, tasks, leads, collaboration, emails, agendas, and more. Learn more about Less Annoying CRM
20	Freshsales	4.5	621	82%	4.4 / 4.4 / 4.4 / 4.4	Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales
21	Thryv	4.2	514	-	4.1 / 4.2 / 4.1 / 4.0	AI-powered small business software with CRM, marketing automation, scheduling, payments, and communication tools. Learn more about Thryv
22	noCRM	4.6	490	88%	4.8 / 4.5 / 4.5 / 4.4	Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Learn more about noCRM
23	Spotler CRM	4.5	453	-	4.5 / 4.6 / 4.2 / 4.5	Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement. Learn more about Spotler CRM
24	Flowlu	4.8	387	91%	4.6 / 4.7 / 4.7 / 4.9	An all-in-one business management platform offering essential tools for managing projects, tasks, financials, team, and sales. Learn more about Flowlu
25	Maximizer CRM	4.1	366	-	3.9 / 4.0 / 3.9 / 3.8	Customer relationship management solution designed specifically for the unique challenges that sales managers and sales teams face. Learn more about Maximizer CRM