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Insurance CRM Software

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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United Kingdom Local product
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
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 100,000+ paying customers spanning 179 countries, sales teams are drawn in by our CRM's simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling, with a CRM software that's both agile and powerful. Learn more about Pipedrive

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more. Learn more about Odoo
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of any company, regardless of size (or budget). Learn more about Odoo

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Build a customer 360 with a CRM that is deeply integrated across sales, service, marketing, commerce, and more with trusted AI, data, analytics, and collaboration in one integrated solution. Discover how Einstein 1 helps you become an AI Enterprise by growing relationships, productivity, and your bottom line – all at the same time. Learn more about Salesforce Sales Cloud

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Mailchimp: the #1 email marketing platform with 11M+ users worldwide, offering AI-powered insights & content creation tools.
Mailchimp is a leading email marketing platform used by over 11 million users worldwide. With a delivery rate of 99% and integration with over 300 tools, Mailchimp provides businesses with easy ways to connect with customers, foster repeat business, and build a lasting brand loyalty. The platform's AI-powered insights and content creation tools can personalize every email and SMS. The user-friendly interface accommodates tech-savvy and non-tech individuals. Clients such as TEDTalks, Shutterstock, Boston Market, and Nikon India have used Mailchimp to drive revenue through email marketing. The company was acquired by Intuit Inc. in 2021, and since then, the platform has introduced more than 100 new features to improve user experience. The company ensures its product descriptions match the Mailchimp site, don't include overly-comparative language, calls-to-action, personally identifiable information, suffices, or HTML tags. Learn more about Mailchimp

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Zoho CRM empowers organisations with a complete customer relationship lifecycle management solution.
Zoho CRM empowers small to large-sized organisations with a complete customer relationship lifecycle management solution for managing organisation-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Learn more about Zoho CRM

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success. Learn more about Dynamics 365

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Learn more about HubSpot CRM

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Zendesk provides the complete customer service solution that’s easy to use and scales with your business.
Zendesk Suite is the customer service solution that is easy to use and scales with your business. On average, companies using Zendesk increase customer satisfaction by 25% and agent productivity by 30% - at any scale. Your customer interactions live in a single interface with features like web widgets, pre-defined ticket responses, and more. Get set up and run quickly. Zendesk Suite includes Ticketing System, Help Center, Community Forum, Messaging, Talk, Explore, and Sunshine Conversations. Learn more about Zendesk Suite

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Put customer service at the heart of your company. Make customers happier, agents more empowered, and your business healthier.
Zoho Desk is Zoho's flagship web-based customer service software that helps companies deliver lasting customer experiences. It aims to make customers happier, agents empowered, and businesses healthier. With Zoho Desk, you can deliver seamless omnichannel support, improve agent productivity at scale, customize your help desk, leverage powerful AI capabilities, automate mundane tasks, get live performance insights, and deeply integrate with apps you use daily - all without spending a fortune. Learn more about Zoho Desk

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
NetSuite, the world’s #1 cloud ERP, provides the visibility and control needed to make smart decisions, fast, and grow with confidence.
NetSuite is an all-in-one cloud business management software that helps more than 37,000 organisations run their business more effectively. NetSuite automates core processes and provides real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, supply chain, and more, NetSuite gives companies clear visibility of their data and complete control of their business. Learn more about NetSuite

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Learn more about Keap

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
High-end solution designed for sales, collaboration, communication, social networking, and workflow management.
Bitrix24 is an online workspace for small, medium, and large businesses. It features 35+ cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and more. Additionally, Bitrix24 includes an AI assistant located throughout the product to further enhance your productivity and streamline your workflow. Switching to Bitrix24 eliminates the need to be subscribed to a bunch of different SaaS solutions. You get all you need in a single package — all at a flat rate. With over 15 million users, Bitrix24 is one of the most popular business software solutions in the world. Learn more about Bitrix24

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform. Learn more about EngageBay CRM

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Act! Premium empowers you to market better, sell more, and create customers for life.
Act! Premium, a powerful CRM and Marketing Automation all-in-one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Learn more about Act!

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Save time and reduce costs with innovations that reimagine your customer relationships.
Built on the world’s #1 CRM platform, Communications Cloud enables B2C, B2B, and wholesale communications service providers (CSPs) to move to a catalog-driven digital BSS. With purpose-built industry functionality and all the capabilities of Sales Cloud and Service Cloud, service providers of all sizes can quickly adapt to changing customer expectations, drive faster time to value, and unify every part of the organisation — from marketing to retail channels to customer care and operations. Learn more about Salesforce Service Cloud

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Learn more about Apptivo

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Insightly is the modern, affordable CRM that teams love.
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. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. Learn more about Insightly

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.
If you use Outlook and looking for CRM, you have to try eWay-CRM. eWay-CRM is the best CRM for insurance brokers that sits right inside your Outlook. It helps manage Clients, Policies, Renewals, and Claims. The Outlook integration allows eWay-CRM to automatically save emails, integrate with your calendar, and synchronize your contacts. You will also love our "convert-to" feature. Just right-click on an email and convert it to a claim, or a client. It's so cool. Learn more about eWay-CRM

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place.
Ranked as the #1 easiest-to-use CRM for small businesses for four consecutive years, Less Annoying CRM has unmatched simplicity and service. Our seasoned CRM Coaches, with an average tenure over five years, provide expert, human support — no chatbots, ever. We offer a simple pricing model at $15 per user per month for everything you need. No “gotchas” and no need to haggle with a sales rep. Built exclusively for small business needs, our CRM simplifies your daily operations without unnecessary complexity. Start your free 30-day trial today — no credit card needed — and join thousands of small businesses thriving with a genuinely less annoying CRM. Learn more about Less Annoying CRM

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Thryv is an all-in-one small business management software that helps you stay organised and get more out of your business.
Thryv is an all-in-one small business management software that helps you streamline your business so you can get back to the things you love. Small business owners communicate better, solve more business challenges and get more organised with Thryv. Learn more about Thryv

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement.
Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed for small and mid-sized organisations, this GDPR compliant CRM is easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth. Learn more about Spotler CRM

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Cloud-based lead management tool built for salespeople to stay on top of their sales pipeline and increase conversions.
Hassle-free lead management software (SaaS) built for salespeople. noCRM boosts productivity by allowing sales reps to focus on closing more deals, without the need for constant data input. Create leads in seconds (from email, mobile, business card, websites, spreadsheet), log the next action they need to perform, and manage their sales cycle from end to end. Reps can monitor the health of their pipeline with our visual sales pipeline and synchronize reminders with their calendars. Learn more about noCRM.io

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales managers and sales teams face.
Maximizer is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers & sales teams. That's why we provide a game-changing alternative to complex CRM solutions for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor & achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today! Learn more about Maximizer CRM

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry
Take back control of your business with Daylite for Mac, iPhone & iPad. Manage clients, sales & projects efficiently in one place. For
Daylite helps small business owners reduce the time it takes to manage clients, sales and projects, giving them more time and freedom to do what they love. An app exclusively for Mac, iPhone and iPad, Daylite helps you manage your business efficiently and organize everything in one place. Daylite offers 4 flexible pricing plans tailored to your unique business needs: CRM, Sales, Projects, and Business. Download Daylite to regain control of your business. Free trial available. Learn more about Daylite for Mac

Features

  • Sales Pipeline Management
  • Lead Management
  • Quotes/Estimates
  • For Insurance Industry