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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. Read more Read less
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Get access to a variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.
Learn more about Creatio CRM
With Creatio CRM for insurance you get access to a broad variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.
Learn more about Creatio CRM
Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Local product
Pipedrive
4.5
(2,923)
Local product
Local product
Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows.
Learn more about Pipedrive
Pipedrive is a CRM that keeps insurance agents on top of their work - it helps you renew contracts on time, efficiently assign cases and claims, streamlines your sales processes, and empowers data-backed decisions. 100,000+ paying customers spanning 179 countries 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.
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.
Learn more about eWay-CRM
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies, realize value faster with Sales Cloud 360. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes. You also get access to 150,000+ sales organizations and a 2 million user-strong community that are passionate about sales growth.
Learn more about Salesforce Sales Cloud
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
Mailchimp is the #1 Email Marketing and Automations brand for growing businesses. We empower businesses around the world to launch, build, and grow their businesses with world-class marketing technology, award-winning customer support, inspiring content & our data-driven recommendations
Over 12 Million businesses including TEDTalks, Shutterstock, Boston Market, Nikon India trust Mailchimp to turn their emails into revenue, grow their audience, & create effective multichannel marketing campaigns
Learn more about Mailchimp
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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.
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
NetSuite, the world’s #1 cloud ERP, gives you the visibility and control you need to make smart decisions and grow with confidence.
NetSuite is an all-in-one cloud business management solution that helps more than 37,000 organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, and supply chain and warehouse operations, NetSuite gives companies clear visibility of their information and control of their business.
Learn more about NetSuite
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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!
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 12 million users, Bitrix24 is one of the most popular business software solutions in the world.
Learn more about Bitrix24
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Act! Premium empowers you to market better, sell more, and create customers for life.
Act! Premium, a powerful CRM and Marketing Automation tool 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!
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Easy-to-use, affordable, small business contact manager to track contacts, schedule follow-ups, and manage workflows.
Less Annoying CRM is a simple contact manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service.
All users get an unlimited free 30-day trial, and customer service is always free through the phone and email.
Learn more about Less Annoying CRM
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Local product
Really Simple Systems CRM
4.5
(461)
Local product
Local product
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 Really Simple Systems CRM
...
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Advanced email marketing for SMB and mid-market businesses, backed by 24/7 support and 20+ years of deliverability experience.
Campaigner delivers all the basic and advanced email marketing features you need to grow your business without added expense of a marketing suite. From basic and advanced workflow automations and segmentation capabilities to SMS, Campaigner makes it easy to build and execute on high-performing campaigns.
Learn more about Campaigner
...
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
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
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets.
Vtiger's mission is to help businesses thrive at work. We have built AI-powered software that gives your customer-facing teams the ability to implement a robust customer experience strategy with the power of One View.
Vtiger Cloud CRM is intuitive and powered with AI, designed to help you work better. With a brand new mobile app and integrations to over 500 business applications, Vtiger works where you are.
Learn more about Vtiger CRM
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
All-in-one business management platform that contains all essential tools to handle projects, tasks, accounting and sales.
All-in-one business management platform that contains all essential tools to handle projects, tasks, accounting and sales. Flowlu provides you with a profound overview of everything that is going on in your company on a daily basis. You can track every part of your business, from time spent by your team and their workload, to overall costs and customer invoices.
Learn more about Flowlu
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Capitalize on customer insight, improve front-line efficiency and effectiveness, streamline critical business processes.
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.
Learn more about SAP Customer Experience
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface resulting in high adoption rates and faster ROI.
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many manual tasks.
Learn more about Pipeliner CRM
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
The #1 platform to codify & automate dynamic sales plays, facilitate coaching, & deliver insights at every stage of the revenue cycle.
Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with buyers, understand what to do next, and get the coaching and insights they need to win. Thousands of the world’s most successful sales teams, like those at IBM, Shopify, Square, and Cisco, drive more revenue with Salesloft. For more informati
Learn more about SalesLoft
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one.
Learn more about Salesforce Essentials
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Boost sales team productivity up to 4x with our top-rated Power Dialing & Sales platform. Blend phone/email/SMS and close deals faster.
Powering millions of monthly conversations for 3500+ clients. PhoneBurner's power dialer helps teams reach 60-80 contacts hourly, per rep, with no awkward pause. Automatically log calls and post-call workflows. Leave voicemails, emails, and SMS in 1-click and keep reps focused on live conversations. Reporting. Cadence. Call coaching. Recording. Branded Caller ID. Lead Distribution. Save time and boost connect rates. Use our CRM or integrate w/ Salesforce, Zoho, Hubspot, Zapier & many more.
Learn more about PhoneBurner
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Close is the all-in-one sales engagement CRM designed to help startups and small businesses turn leads into revenue.
Close is the sales CRM designed to help SMBs and startups turn leads into revenue. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads from one inbox.
Packed 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.
Learn more about Close
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Your Success Matters. The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email And More.
VipeCloud is the #1 Rated CRM By Value on Capterra for 2023.
VipeCloud is Growth Software with a refreshing human touch. Our All-In-One solution includes CRM, Email, Social, Texting, Video Email, Automations, Integrations, and More.
Implementation and support are a synch with easily accessible humans.
With VipeCloud's single solution + great support, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars.
Learn more about VipeCloud
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them.
LeadSquared’s Insurance CRM empowers your team to manage leads, automate application processing and sell more policies. One Platform to Manage all your Insurance Products, Partners, Processes & Teams. LeadSquared helps you capture insurance enquiry from all channels, paperless verification process, boost field force productivity, automate communication for offers, policy renewals and real time tracking of your sales operations on a single dashboard.
Learn more about LeadSquared
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Agents can take advantage of Ringy's automation, AI, and multiple communication channels without hiking a steep learning curve.
The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a complete CRM designed to support your team, enhance performance, and bridge the gap between lead nurture and deal closure. With Ringy, growing businesses get state-of-the-art CRM features at a competitive price.
Learn more about Ringy
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
VanillaSoft empowers sales teams to respond to leads faster, engage consistently, and develop more qualified opportunities.
VanillaSoft, the industry's most successful sales engagement platform, empowers sales teams to respond to leads faster, interact more consistently, and generate more qualified sales opportunities. Thousands of users employ VanillaSofts sales cadence automation to drive speed-to-lead, persistency, productivity and revenue-per-rep.
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
Learn more about Zendesk Sell
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Groove is the first sales engagement platform to enable sales leaders to make sales strategy actionable.
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.
Groove enables more than 75,000 users at ADP, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Learn more: www.groove.co
Learn more about Groove
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Intuitive. Customizable. Powerful. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.
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.
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
The #1 Agency Recommended Management Platform for life & health insurance agencies.
AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.
Learn more about AgencyBloc AMS
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Local product
Gold-Vision CRM
4.6
(119)
Local product
Local product
Gold-Vision is an affordable, fully customisable Sales & Marketing CRM for mid-market business looking to improve their efficiencies.
Gold-Vision is a fully customisable and affordable CRM system that supports your business needs. Our system lets you manage customer data, integrate with business tools and manage teams - all in one place, wherever you are, on any device. Gold-Vision streamlines your processes and boosts team efficiency, optimising the opportunity to increase revenue. With dedicated in-house software authors and support teams, we believe there’s no one better to provide you with a great CRM solution.
Learn more about Gold-Vision CRM
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Contactability provides an insurance software platform that generates leads and calls to help agents grow their business.
Contactability is an insurance lead generation software that finds, verifies, and delivers qualified prospects to insurance agencies. The software captures consumer data through proprietary websites, screens leads through third-party verification services, and instantly transfers pre-qualified, high-intent auto, home, renters, health, and life insurance leads to agents via call, click, or lead.
Learn more about Contactability
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI.
Designed by and for sales representatives, ForceManager CRM 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.
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Local product
Pobuca Connect
4.4
(92)
Local product
Local product
Pobuca Connect provides you with a unified company address book, which is easy to access and share with your coworkers.
Upgrade your team with a versatile contact management app, convert your multiple business contact lists into one unified address book and access it from the web, mobile, or even inside Outlook and Gmail. Add custom fields and tags to organize your contacts, track activities, set tasks, and automatically enrich your contacts using LinkedIn and email signatures. Trial and freemium version available to experience it today!
Learn more about Pobuca Connect
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
A help desk ticketing software that helps you to remove clutter and manage your customer support queries easily from multiple channels.
[New: Unlimited Agent Pricing] HappyFox is a web based customer support software hosted on the cloud. It helps to track and manage all customer support requests across multiple channels like email, chats, social media and phone in a centralized ticket support system. Integration with other web apps like CRM, live-chats, voice and bug tracking apps makes it practical help desk. Similar customer support queries can be handled using canned actions and smart rules to automate responses.
Learn more about HappyFox Help Desk
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees.
At last, a CRM solution that adapts to your needs. Efficy is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy CRM is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy CRM.
Learn more about Efficy CRM
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
An intelligent sales CRM that helps sales reps be more productive, increase their sales, and engage clients.
Salesmate helps businesses close more deals faster. Our easy-to-use interface and automated workflows let your sales team focus on the right deals at the right time. Never miss a beat and start closing more deals.
Some of our hottest features:
- Built-in Calling w/ Power Dialer
- Customer Journey Automation
- Email Drip Sequences
- Workflow Automation
- Meeting Scheduler
- Web forms
Give us a free test ride today and our friendly staff is ready to help you!
Learn more about Salesmate
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Features
- Lead Management
- Sales Pipeline Management
- For Insurance Industry
- Quotes/Estimates
