---
description: Discover and compare Insurance CRM Software Applications & Tools for Mac. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Insurance CRM Software for Mac - Price comparison & Reviews - Capterra UK 2026
---

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# Insurance CRM Software

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> Insurance CRM software helps agencies generate leads, manage marketing campaigns, and optimize client communication, streamlining overall insurance sales processes. This type of software commonly provides tools to manage prospects, contacts, sales activities, estimates, and more.

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## Products

1. [Creatio CRM](https://www.capterra.co.uk/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) — Best-in-class financial services CRM and workflow platform with no-code and AI at its core.
2. [Mailchimp](https://www.capterra.co.uk/software/110228/mailchimp) — 4.5/5 (17572 reviews) — Mailchimp: the \#1 email marketing platform with 11M+ users worldwide, offering AI-powered insights \&amp; content creation tools.
3. [Dynamics 365](https://www.capterra.co.uk/software/157279/dynamics-365) — 4.4/5 (5811 reviews) — Dynamics 365 offers integrated business management solution that automates financial, customer relationship and supply chain processes.
4. [Pipedrive](https://www.capterra.co.uk/software/132666/pipedrive) — 4.5/5 (3042 reviews) — Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.
5. [Zoho Desk](https://www.capterra.co.uk/software/169505/zoho-desk) — 4.5/5 (2211 reviews) — Cloud and mobile-based help desk software that enables businesses to deliver customer support and enhance service quality.
6. [Odoo](https://www.capterra.co.uk/software/135618/odoo) — 4.2/5 (1294 reviews) — Odoo is an all-in-one open-source business platform for CRM, Sales, Accounting, Website, eCommerce, POS, Inventory, HR, and more.
7. [Bitrix24](https://www.capterra.co.uk/software/113540/bitrix24) — 4.2/5 (984 reviews) — Bitrix24 is an AI-powered online workspace designed to help businesses manage their clients, sales, projects, and teams.
8. [EngageBay CRM](https://www.capterra.co.uk/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) — AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.
9. [Salesforce Service Cloud](https://www.capterra.co.uk/software/136189/salesforce) — 4.5/5 (820 reviews) — Salesforce Service Cloud is a software that helps service teams deliver personalized support across various channels.
10. [eWay-CRM](https://www.capterra.co.uk/software/152769/eway-crm) — 4.5/5 (820 reviews) — Run your insurance business right from Microsoft Outlook and Teams. Synchronize contacts, organize emails, and plan meetings.
11. [Apptivo](https://www.capterra.co.uk/software/1011835/apptivo) — 4.4/5 (708 reviews) — Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more.
12. [Insightly](https://www.capterra.co.uk/software/130671/insightly) — 4.0/5 (654 reviews) — Insightly is the modern, affordable CRM that teams love.
13. [Less Annoying CRM](https://www.capterra.co.uk/software/118921/less-annoying-crm) — 4.8/5 (645 reviews) — Less Annoying CRM helps insurance agents manage contacts, calendars, tasks, leads, collaboration, emails, agendas, and more.
14. [Freshsales](https://www.capterra.co.uk/software/155563/freshsales) — 4.5/5 (621 reviews) — Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
15. [noCRM](https://www.capterra.co.uk/software/132752/you-don-t-need-a-crm) — 4.6/5 (489 reviews) — Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting.
16. [Spotler CRM](https://www.capterra.co.uk/software/88929/really-simple-systems-crm) — 4.4/5 (453 reviews) — Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement.
17. [Maximizer CRM](https://www.capterra.co.uk/software/154610/maximizer-crm) — 4.1/5 (366 reviews) — Customer relationship management solution designed specifically for the unique challenges that sales managers and sales teams face.
18. [Daylite for Mac](https://www.capterra.co.uk/software/116272/daylite-for-mac) — 4.6/5 (361 reviews) — Daylite helps service-based businesses manage clients, projects, and new client opportunities in one app — driving their growth.
19. [SAP Customer Experience](https://www.capterra.co.uk/software/77372/sap-crm) — 4.3/5 (245 reviews) — Capitalize on customer insight, improve front-line efficiency and effectiveness, streamline critical business processes.
20. [Claritysoft CRM](https://www.capterra.co.uk/software/123868/claritysoft-crm) — 4.5/5 (243 reviews) — Intuitive. Customizable. Powerful. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.
21. [Vanillasoft](https://www.capterra.co.uk/software/27609/vanillasoft) — 4.6/5 (233 reviews) — Close more deals with the industry’s only sales engagement platform with built-in lead management and auto dialler software.
22. [LeadSquared](https://www.capterra.co.uk/software/130199/leadsquared) — 4.3/5 (167 reviews) — Sales Execution Platform built to help you sell faster. Prioritize leads \&amp; tasks, recommend actions, and help your team execute them.
23. [Close](https://www.capterra.co.uk/software/132667/close-io) — 4.7/5 (164 reviews) — Close is the all-in-one sales engagement CRM designed to help startups and small businesses turn leads into revenue.
24. [VipeCloud](https://www.capterra.co.uk/software/178044/vipecloud) — 4.9/5 (163 reviews) — Every Super Hero needs a Sidekick. VipeCloud Is the Only Solution You Need To Automate Your Customer Communications.
25. [Sage Sales Management](https://www.capterra.co.uk/software/153130/forcemanager) — 4.6/5 (162 reviews) — The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI.

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## Related Categories

- [Sales Tracking Software](https://www.capterra.co.uk/directory/32744/sales-tracking/software)
- [CRM Software](https://www.capterra.co.uk/directory/2/customer-relationship-management/software)

## Links

- [View on Capterra](https://www.capterra.co.uk/directory/32554/insurance-crm/software)
- [All Categories](https://www.capterra.co.uk/directory)

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Daylite helps organize your team, strengthen client relationships, and drive repeat and referral business.\n\nUnlike generic CRMs, Daylite is built for consultants, agencies, coaches, designers, lawyers, real estate professionals, financial planners, and other service-based businesses where time and trust are everything.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca07dfe8-c3e9-49db-8ee8-c8a73118c04b.png","url":"https://www.capterra.co.uk/software/116272/daylite-for-mac","@type":"ListItem"},{"name":"SAP Customer Experience","position":19,"description":"Make the most of relationships with customers by capitalizing on customer insight, improving front-line efficiency and effectiveness,streamlining critical business processes across and beyond customer touch points, and quickly adapting to changing business and customer needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c046d78a-8f19-4afd-bb26-81df76556187.png","url":"https://www.capterra.co.uk/software/77372/sap-crm","@type":"ListItem"},{"name":"Claritysoft CRM","position":20,"description":"Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Claritysoft was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM gives you enterprise power and functionality at a fraction of the cost.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e07270c-1477-4f11-a45e-d47e3a554da5.png","url":"https://www.capterra.co.uk/software/123868/claritysoft-crm","@type":"ListItem"},{"name":"Vanillasoft","position":21,"description":"Vanillasoft is the only sales engagement software that has *built in* lead management and auto dialling. Its the best for fast-moving revenue teams.\n\nVanillasoft's sales engagement software has an embedded, native auto dialer. We evaluate rank and serve the next best lead in real time, as an industry-leading lead management tool. 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Close lets you email, call, and text your leads from one inbox.\n\nPacked with productivity tools like custom workflows, Call Assistant, Predictive Dialer, cold email automation, and sales enablement tools, you'll reach more leads, follow up more often and grow revenue fast.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ee4671b1-24c6-4b6e-a880-54a586c6f021.png","url":"https://www.capterra.co.uk/software/132667/close-io","@type":"ListItem"},{"name":"VipeCloud","position":24,"description":"VipeCloud is the only solution you need to Automate your Customer Communications. VipeCloud's easy-to-use CRM also has built in Email Marketing, SMS & MMS Texting, Sign Up Forms, Social Posting, Scheduling, Video Email, Automations and More. VipeCloud enables you to simplify, automate, and optimize your entire customer lifecycle. And we mean it when we offer great support, with easily accessible US-based humans.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c830ac59-1a0e-4c76-bc6b-c886d2873f93.png","url":"https://www.capterra.co.uk/software/178044/vipecloud","@type":"ListItem"},{"name":"Sage Sales Management","position":25,"description":"Designed by and for sales representatives, Sage Sales Management is dedicated to simplifying their work, allowing a focus on essential aspects: sales and building client relationships. Now enhanced with Artificial Intelligence, our CRM adapts to the evolving demands of sales environments, offering smarter, more efficient tools for sales optimization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/955d66db-44da-4e2a-afa1-71d21d9c9d1f.png","url":"https://www.capterra.co.uk/software/153130/forcemanager","@type":"ListItem"}],"numberOfItems":25}
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