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Here's our list of apps for Insurance CRM Software. Filters help you narrow down the results to find exactly what you’re looking for.
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...
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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.
Read more about Salesforce Sales Cloud
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.
Read more about Zoho CRM
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
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Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success, and keeps your business in sync. Reach customers on any channel and equip your agents with a full history of all interactions, including those tracked from 700+ app integrations.
Read more about Zendesk Suite
NetSuite provides organizations with an integrated system of cloud applications that helps them run their business. More than 36,000 organizations around the world use NetSuite to more easily grow and adapt to change.
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Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service.
Read more about Keap
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.
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Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities. Track key contact center metrics in real-time. And enable every employee to deliver outstanding service at every point of interaction.
Read more about Salesforce Service Cloud
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget
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Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.
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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.
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EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.
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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.
It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.
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Thryv is an all-in-one, cloud-based management software specifically designed for small businesses. Thryv integrates contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more.
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Really Simple Systems is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.
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Advanced yet easy-to-use email marketing platform featuring automation workflows, contact segmentation, multivariate experiments and A/B split testing, drag & drop and HTML email editors, pre-built templates. conversion tracking and real time reporting.
Read more about Campaigner
noCRM.io is a lead management software designed to eliminate the distractions of a standard CRM and help salespeople convert leads into customers, organize their sales process & customize their sales pipeline with lead capturing, prospecting, & collaboration tools, & more
Read more about noCRM.io
Take back control of your business with Daylite for Mac, iPhone & iPad. Manage clients, sales & projects efficiently in one place. For businesses with 1-100 team members.
Read more about Daylite for Mac
Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales teams and managers face. Effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.
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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.
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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.
Read more about Pipeliner CRM
Salesloft is a cloud-based sales engagement platform that helps sales teams to automate sales plays, access coaching material, manage pipelines, and more. The platform offers a range of integrated modules including Sales Email, Calendaring, Analytics, CRM Sync, and more.
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Close is the sales CRM that helps small businesses and startups turn leads into revenue. Close lets you email, call, and text your leads from desktop. With productivity tools like the task reminders and the Predictive Dialer, you’ll reach more leads, follow up more often, and close more.
Read more about Close
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.
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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.
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VanillaSoft brings together the best of CRM, Lead Management and Sales-by-Phone tools into one powerful queue-based lead management solution for inside sales teams, call centers, and other sales-by-phone professionals. VanillaSoft increases productivity and improves sales accountability.
Read more about VanillaSoft
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
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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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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AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.
Read more about AgencyBloc AMS
Gold-Vision is a full suite of highly configurable CRM tools for project management, sales & marketing automation, customer support, events management, integrations and more.
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ForceManager 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 (three times that of traditional CRMs).
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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.
Read more about HappyFox Help Desk
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.
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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.
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Salesmate is an integrated CRM for sales teams of all sizes, offering features for sales pipeline management, automation, acceleration, & native mobile apps.
- Built-in Calling w/ Power Dialer
- Email Drip Sequences
- Workflow Automation (Auto-assign touch-points & follow-ups)
Read more about Salesmate
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