---
description: Learn more about Smart Agent CRM pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Smart Agent CRM Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Smart Agent CRM](/software/1237401/Smart-Agent-CRM)

# Smart Agent CRM

Canonical: https://www.capterra.ca/software/1237401/Smart-Agent-CRM

> Smart Agent CRM is management software that helps health and Medicare insurance agents manage and grow their business.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Smart Agent CRM?

Smart Agent CRM is a Salesforce-powered CRM built specifically for U.S. Health and Medicare insurance professionals:.independent agents, agencies, IMOs, and FMOs andhelps agents streamline and grow.

## About the vendor

- **Company**: Smart Agent CRM

## Commercial Context

- **Starting Price**: US$95.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: All plans include Salesforce Lightning, bank-grade security via CyberFin, and unlimited records. No per-record fees, no data-export gates, no surprises.
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Calendar/Reminder System
- Contact Management Software
- Data Import/Export
- Document Storage
- Email Management Software
- For Insurance Industry
- Interaction Tracking
- Lead Management Software
- Mobile Access
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Task Management Software
- Third-Party Integrations
- Workflow Management Software

## Support Options

- Email/Help Desk
- Knowledge Base Software
- Phone Support

## Category

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

## Related Categories

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)
- [Insurance CRM Software](https://www.capterra.ca/directory/32554/insurance-crm/software)

## Alternatives

1. [Daylite for Mac](https://www.capterra.ca/software/116272/daylite-for-mac) — 4.6/5 (361 reviews)
2. [Clio](https://www.capterra.ca/software/105428/clio) — 4.7/5 (1746 reviews)
3. [Odoo](https://www.capterra.ca/software/135618/odoo) — 4.2/5 (1331 reviews)
4. [Less Annoying CRM](https://www.capterra.ca/software/118921/less-annoying-crm) — 4.8/5 (657 reviews)
5. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4485 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1237401/Smart-Agent-CRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10181981/Smart-Agent-CRM/> |
| en-AE | <https://www.capterra.ae/software/1237401/Smart-Agent-CRM> |
| en-AU | <https://www.capterra.com.au/software/1237401/Smart-Agent-CRM> |
| en-CA | <https://www.capterra.ca/software/1237401/Smart-Agent-CRM> |
| en-GB | <https://www.capterra.co.uk/software/1237401/Smart-Agent-CRM> |
| en-IE | <https://www.capterra.ie/software/1237401/Smart-Agent-CRM> |
| en-IL | <https://www.capterra.co.il/software/1237401/Smart-Agent-CRM> |
| en-IN | <https://www.capterra.in/software/1237401/Smart-Agent-CRM> |
| en-NZ | <https://www.capterra.co.nz/software/1237401/Smart-Agent-CRM> |
| en-SG | <https://www.capterra.com.sg/software/1237401/Smart-Agent-CRM> |
| en-ZA | <https://www.capterra.co.za/software/1237401/Smart-Agent-CRM> |

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