Best Insurance CRM Software for Small Businesses (Free & Paid)

Zendesk Suite is a customer service software that streamlines interactions between businesses and their customers. It offers a unified interface for managing customer support across multiple channels like email, chat, phone, and social media. The suite includes ticketing system features for efficient issue tracking and resolution. Key functionalities also encompass a knowledge base for self-servic... Read more about Zendesk Suite

Dynamics 365 is a powerful customer relationship management (CRM) software designed to enhance business operations and improve customer engagement. This comprehensive platform integrates various business applications, enabling users to manage sales, marketing, customer service, and field operations seamlessly. With its robust analytics and reporting capabilities, Dynamics 365 provides valuable ins... Read more about Dynamics 365

HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers a comprehensive suite of tools to manage customer relationships effectively, streamline sales processes, and drive reve... Read more about HubSpot CRM

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for easy communication and follow-up with prospects. It features detailed reporting tools, providing valuable insights into sa... Read more about Zendesk Sell

Salesforce Financial Services Cloud is a specialized software designed for finance professionals. It's a part of Salesforce, a famous platform known for managing customer relationships. This software is tailored to help banks, insurance companies, and wealth management firms better serve their clients. It does so by giving a complete view of each customer's profile, including their financial goals... Read more about Salesforce Financial Services Cloud

Salesforce Service Cloud is a customer service application that combines various support features into one platform. It offers a comprehensive ticketing system that handles customer inquiries from multiple channels, like email, phone, and social media. The platform includes a knowledge base for self-service support, allowing customers to find answers quickly. Live agent chat and AI-powered chatbot... Read more about Salesforce Service Cloud

Odoo CRM is a comprehensive customer relationship management software designed to streamline and enhance business interactions and operations. It stands out for its user-friendly interface and modular structure, allowing businesses to customize and scale the platform according to their specific needs. Key features include efficient lead and opportunity management, accurate sales forecasting, and a... Read more about Odoo CRM

SAP Customer Experience is a comprehensive customer service software designed to enhance interactions between businesses and their clients. This powerful platform provides tools for managing customer inquiries, tracking support tickets, and delivering personalized service across multiple channels. With its intuitive interface, service teams can efficiently resolve issues, ensuring customer satisfa... Read more about SAP Customer Experience

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to tailo... Read more about Zoho CRM

Zoho Desk is a customer service software designed to help businesses manage customer support activities efficiently. It offers a range of features including a ticketing system, which organizes customer inquiries from various channels into a single interface for easier tracking and response. The software also includes a help center, allowing customers to find answers on their own through knowledge ... Read more about Zoho Desk

Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes p... Read more about Freshsales

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses,... Read more about NetSuite

Infor CRM is an innovative customer relationship management software known for its flexibility and industry-specific functionalities. It excels in providing a 360-degree view of customer interactions, which aids businesses in understanding and anticipating customer needs. The software integrates seamlessly with a variety of systems, including ERP and office applications, enhancing operational effi... Read more about Infor CRM

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24

SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are integrated, aiding in campaign management and targeting. SugarCRM supports customer service functions, including case mana... Read more about SugarCRM

Pega CRM is a customer relationship management software designed to help businesses automate and enhance their customer engagement processes. It offers features like customer journey mapping, sales automation, and marketing campaign management. Pega CRM enables organizations to streamline customer interactions, track leads, and manage customer data effectively. Its AI-driven automation tools allow... Read more about Pega CRM

Nextiva CRM is a cutting-edge Customer Experience Software designed to help businesses manage and enhance their interactions with customers. It offers a comprehensive platform for tracking customer interactions, managing sales pipelines, and automating marketing campaigns, ensuring a seamless and personalized customer journey. Nextiva CRM features intuitive dashboards and real-time analytics, prov... Read more about Nextiva CRM

Groove is a user-friendly software designed to streamline customer support and make it more efficient. It's perfect for small and medium businesses looking to manage their customer service queries in an organized way. With Groove, you can easily track and respond to customer emails, social media messages, and other inquiries all in one place. This helps in providing prompt and personalized respons... Read more about Groove

ClickDimensions is a powerful email marketing software designed specifically for Microsoft Dynamics 365 users to enhance their marketing efforts and improve customer engagement. The platform provides a comprehensive suite of tools for creating, automating, and tracking email campaigns, allowing businesses to connect with their audience effectively. With its intuitive drag-and-drop interface, users... Read more about ClickDimensions

Daylite is a versatile and user-friendly software designed specifically for Mac, iPhone, and iPad users, catering especially to small businesses. Its main appeal lies in its ability to streamline various business processes. The software excels in managing client relationships and projects, offering seamless integration with Apple Mail. It also provides a centralized platform for tracking emails, c... Read more about Daylite

Thryv is a comprehensive business management platform created for small businesses. It combines essential tools like CRM, marketing automation, and appointment scheduling in one user-friendly interface. With Thryv, businesses can easily manage customer relationships, streamline communication, and boost their online presence. The platform includes features like online booking, allowing clients to s... Read more about Thryv

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integratio... Read more about Insightly CRM

Ontraport is a comprehensive business automation software designed for small to medium-sized businesses. It combines CRM, email marketing, and e-commerce functionalities in one platform. Key features include lead capture and management, helping businesses track customer interactions and sales. Ontraport offers automated marketing campaigns, making it easier to engage customers with targeted messag... Read more about Ontraport

Act! is a customer relationship management (CRM) software designed to streamline business processes. It helps manage contacts, leads, and customer interactions effectively. Key features include sales pipeline management, which enables tracking of sales opportunities from lead to close. Act! also offers marketing automation, allowing users to create and send targeted email campaigns. The software i... Read more about Act!

HappyFox Help Desk is a cloud-based customer support software designed to simplify ticketing and helpdesk operations. It centralizes customer requests from various channels, including email, chat, and social media, into a unified ticketing system. HappyFox offers automated ticket sorting and assignment, which streamlines workflow and improves response time. The platform includes a self-service kno... Read more about HappyFox Help Desk