All categories
Niches in this category - the functional product types blended into "Insurance CRM" (24)
CRM Software62Insurance Agency Management & CRM15Contact Center & Helpdesk Software10Sales Engagement & Dialer Platform7Lead Capture & Lead Management Software6Business Management Suite for SMBs6Wealth & Financial Advisor CRM5ERP Suite4Marketing Automation Platform4Conversational & Messaging CRM2Field Sales & Route Management Software2AI Sales Assistant & Revenue Intelligence2IT Service Management (ITSM) Platform1Quote-to-Cash & CPQ Billing Platform1Field Service Management Software1Industry-Specific Vertical Business Software1Digital Business Card & Networking Platform1Customer Data Platform & AI Personalization1Email Marketing Software1Ecommerce Marketing Automation Platform1Direct Mail Automation Platform1Customer Communications Orchestration & Omnichannel Inbox1Lead Distribution & Ping-Post Platform1Accounts Receivable Automation & Collections Software1
130 products4 pages scraped of 4130 in category0 sponsored0 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 76 | 4.7 | 30 | - | 3.8 / 4.8 / 4.8 / 4.8 | CRM which helps connect the dots along the customer journey - best for ambitious small sized companies with big growth plans. Learn more about Flexie CRM | |
| 77 | 4.6 | 30 | - | 4.6 / 4.8 / 3.8 / 3.8 | Software solution for lead management, lead generation, lead & call distribution, and lead commerce. Learn more about Lead Capsule | |
| 78 | 4.1 | 28 | - | 4.3 / 4.8 / 3.9 / 4.4 | Insurance CRM for agents with mobile sales tracking—log calls/visits, manage opportunities, and stay on top of renewals and follow-ups. Learn more about CallProof | |
| 79 | 4.9 | 27 | - | 4.8 / 5.0 / 4.3 / 4.9 | Conquer chaos with CRM software. All contacts, deals, your calendar, and your sales pipeline analysis in one place. Learn more about RAYNET CRM | |
| 80 | 3.7 | 25 | - | 3.7 / 3.6 / 3.8 / 3.1 | Helps companies optimize customer relationships by integrating marketing, sales, and service. Learn more about Infor CRM | |
| 81 | 4.8 | 24 | - | 4.8 / 4.8 / 4.8 / 4.7 | Built for Growth. Trusted by SMBs. ConvergeHub simplifies customer management by combining sales, marketing, support, and billing into Learn more about ConvergeHub | |
| 82 | 4.3 | 24 | - | 4.2 / 4.4 / 4.1 / 4.2 | Soffront offers an award winning integrated CRM spanning marketing, sales and service. Learn more about Soffront CRM | |
| 83 | 4.4 | 17 | - | 4.1 / 4.1 / 4.2 / 4.3 | Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight. Learn more about Cool Life CRM | |
| 84 | 3.7 | 17 | - | 3.6 / 3.9 / 3.6 / 3.7 | SmartOffice is a CRM solution tailored for the Financial Services industry designed for financial advisors, RIA's, B/Ds, and Banks. Learn more about SmartOffice | |
| 85 | 4.7 | 15 | - | 5.0 / 4.9 / 4.7 / 4.9 | New age CRM equipped with Relationship Cloud and Customer Intelligence. Learn more about SalezShark | |
| 86 | 4.5 | 15 | - | 4.1 / 4.5 / 4.4 / 4.3 | SimpleCRM’s Insurance CRM unifies data, automates processes, and enhances engagement and efficiency. Learn more about SimpleWorks | |
| 87 | 4.6 | 13 | - | 4.5 / 4.7 / 4.6 / 4.8 | The Complete Toolkit for Small Business. Control your business sales, productivity, marketing, CRM, website hosting, and much more. Learn more about AllProWebTools | |
| 88 | 4.6 | 13 | - | 4.4 / 4.7 / 3.0 / 2.0 | Lead Distribution Software For Lead Buyers & Sellers – Capture, validate, and distribute leads in real time Learn more about LeadByte | |
| 89 | 4 | 13 | - | 4.0 / 4.4 / 3.9 / 4.2 | Fully automated Insurance CRM for P/C agents. Great for both personal and commercial lines agencies. Learn more about Better Agency | |
| 90 | 3.9 | 13 | - | 3.8 / 3.6 / 4.2 / 3.3 | Pega CRM evolve to meet changing enterprise needs by driving competitive advantages through Marketing, CS, and SFA applications. Learn more about Pega CRM | |
| 91 | 4.7 | 11 | - | 4.5 / 5.0 / 4.8 / 4.9 | An advanced Business Management SaaS with all the features you need. Used in 60 countries by 1500 companies for the last 23 years. Learn more about AtemisCloud | |
| 92 | 4.4 | 10 | - | 4.6 / 4.4 / 4.5 / 4.8 | AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform. Learn more about AgentCubed | |
| 93 | 4.7 | 9 | - | 4.8 / 4.0 / 4.6 / 4.8 | AllClients provides simple contact management and marketing automation in one, easy-to-use system. Learn more about AllClients | |
| 94 | 3.6 | 7 | - | 3.4 / 3.5 / 3.7 / 3.4 | Nextiva Service CRM is a multi-channel customer support software that allows agents to manage all customer interactions in one place. Learn more about Nextiva CRM | |
| 95 | 4.8 | 6 | - | 4.8 / 4.8 / 4.7 / 4.8 | TargetCRM is a customizable SaaS CRM that helps businesses manage sales, marketing, support and customer relationships on one platform. Learn more about Target CRM | |
| 96 | 4.7 | 6 | - | 4.7 / 4.5 / 4.8 / 5.0 | Powerful, flexible and easy-to-manage Web-based help desk, issue tracking and service management software. Learn more about ServiceTonic | |
| 97 | 3.2 | 6 | - | 3.3 / 3.5 / 4.5 / 4.5 | Filed service management solution for managing warranty, complaints, and maintenance contracts to streamline after sales processes. Learn more about SalesBabu CRM | |
| 98 | 5 | 5 | - | 5.0 / 4.8 / 5.0 / 5.0 | OneLink is the complete Health, Life & Medicare CRM, track leads, policies, teams, customer retention, conversions, and more. Learn more about OneLink | |
| 99 | 5 | 5 | - | 4.2 / 3.4 / 4.0 / 4.0 | Capture, Engage, Retain, and Support all your customers and visitors from one single dashboard. Learn more about Interakt | |
| 100 | 4.8 | 5 | - | 4.2 / 4.8 / 4.4 / 4.5 | Streamline agency or brokerage service operations and drive growth on a connected, AI-powered platform. Learn more about Financial Services Cloud |