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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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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 Software
  • 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 an 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, among others. Odoo is an all-in-one software solution designed to meet the needs of businesses of all sizes. Learn more about Odoo

Features

  • Sales Pipeline Management
  • Lead Management Software
  • Quotes/Estimates
  • For Insurance Industry
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 are looking for CRM, you have to try eWay-CRM. eWay-CRM is the best CRM that sits right inside your Outlook / Microsoft 365. It helps manage Customers, Sales, Projects, and Email Campaigns. 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 deal, task, or contact. It's so cool. Learn more about eWay-CRM

Features

  • Sales Pipeline Management
  • Lead Management Software
  • 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 Software
  • 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 Software
  • Quotes/Estimates
  • For Insurance Industry
CRM solution that helps businesses with sales force automation, process management, journey orchestration, marketing automation & more.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-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 Software
  • 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 Software
  • 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 Software
  • Quotes/Estimates
  • For Insurance Industry
Zendesk is a cloud-based platform enabling businesses to offer customer support via text, mobile, phone, email, chat, and social media.
Zendesk Suite is a cloud-based customer service platform that enables businesses to streamline support experiences across multiple channels. With features, including messaging, live chat, AI-powered automation, advanced data privacy, and a customizable help center, Zendesk enables personalized and efficient customer assistance. The customer interactions live in a single interface with features, such as web widgets, pre-defined ticket responses, and more. Zendesk Suite also includes Ticketing System, Help Center, Community Forum, Messaging, Talk, Explore, and Sunshine Conversations. Learn more about Zendesk Suite

Features

  • Sales Pipeline Management
  • Lead Management Software
  • 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 Software
  • Quotes/Estimates
  • For Insurance Industry
NetSuite is a cloud-based ERP that gives businesses t visibility and control needed to make decisions and grow.
As the world's #1 cloud ERP solution for more than 20 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an integrated system that also includes inventory management, HR, professional services automation, and omnichannel commerce, and is used by more than 41,000 customers in 219 countries. Learn more about NetSuite

Features

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

Features

  • Sales Pipeline Management
  • Lead Management Software
  • 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 Software
  • 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 Software
  • Quotes/Estimates
  • For Insurance Industry
CRM and account management solution that empowers businesses to market better, sell more, and create customers for life.
Act! is a CRM and marketing automation platform esigned to help small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! accommodates the unique ways teams do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud). Managers can also leverage a hybrid deployment for maximum flexibility. Learn more about Act!

Features

  • Sales Pipeline Management
  • Lead Management Software
  • 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 Software
  • 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 Software
  • 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 Software
  • 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 Software
  • 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 Software
  • Quotes/Estimates
  • For Insurance Industry
An all-in-one small business management solution that helps comapnies stay organized and get more out of the business.
Thryv is an all-in-one small business management solution that helps companies streamline the business, allowing teams to get back to the important things. 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 Software
  • 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.
Spotler CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - everything is in one place, enabling great team collaboration and customer relationships that drive sales growth. Learn more about Spotler CRM

Features

  • Sales Pipeline Management
  • Lead Management Software
  • 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 Software
  • Quotes/Estimates
  • For Insurance Industry
Canada Local product
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 Software
  • Quotes/Estimates
  • For Insurance Industry
Canada Local product
Daylite helps streamline your workflow and improve your efficiency. It's an all-in-one solution without needing separate apps.
Feeling like your business is running you instead of the other way around? Daylite is here to help! It’s an all-in-one app built just for small business owners like you—designed to make managing clients, sales, and projects easier so you can focus on what matters: growing your business and doing what you love. Daylite works seamlessly across your Mac, iPhone, and iPad, keeping everything organized and in one place. No more jumping between apps or getting lost in messy spreadsheets. It’s your business, simplified. Choose the Plan That Works for You. Regardless of your chosen plan, you can be confident you're getting tremendous value for Daylite's capabilities. Download it today and start your free trial! Marketcircle in Toronto, Canada, develops Daylite. For over 25 years, Marketcircle has been developing business apps for Apple devices and has customers in over 80 countries. Learn more about Daylite for Mac

Features

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