# Best Insurance CRM Software 2026 | Capterra > Find the top Insurance CRM software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/insurance-crm-software --- # Best Insurance CRM Software For more information consult our [Insurance CRM Buyers Guide](#buyers-guide-content) [4.2 (1304)](https://www.capterra.com/p/135618/Odoo/reviews/) Odoo is an all-in-one open-source business platform for CRM, Sales, Accounting, Website, eCommerce, POS, Inventory, HR, and more. [Learn more about Odoo](https://www.capterra.com/p/135618/Odoo/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Streamline agency or brokerage service operations and drive growth on a connected, AI-powered platform. [Learn more about Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) NextAgency: the agency management system you'd design. Built for Life & Health agencies. Easy to customize and use. With great support. [Learn more about NextAgency](https://www.capterra.com/p/171245/NextAgency/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.  [Learn more about AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations 91% recommend this product [## Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution. [Learn more about Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Mailchimp](https://www.capterra.com/p/110228/MailChimp/) [4.5 (17599)](https://www.capterra.com/p/110228/MailChimp/reviews/) Mailchimp: the #1 email marketing platform with 11M+ users worldwide, offering AI-powered insights & content creation tools. [Learn more about Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (6972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) CRM solution that helps businesses with sales force automation, process management, journey orchestration, marketing automation & more. [Learn more about Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [4.4 (5819)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Dynamics 365 offers integrated business management solution that automates financial, customer relationship and supply chain processes. [Learn more about Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers. [Learn more about HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) [4.4 (4079)](https://www.capterra.com/p/164283/Zendesk/reviews/) Zendesk is a cloud-based platform enabling businesses to offer customer support via text, mobile, phone, email, chat, and social media. [Learn more about Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3050)](https://www.capterra.com/p/132666/Pipedrive/reviews/) 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](https://www.capterra.com/p/132666/Pipedrive/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations 81% recommend this product [## Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/) [4.5 (2212)](https://www.capterra.com/p/169505/Zoho-Desk/reviews/) Cloud and mobile-based help desk software that enables businesses to deliver customer support and enhance service quality. [Learn more about Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## NetSuite](https://www.capterra.com/p/135757/NetSuite/) [4.2 (2035)](https://www.capterra.com/p/135757/NetSuite/reviews/) Web-based & AI-powered enterprise resource planning (ERP) tool that gives businesses the visibility & control needed to make decisions. [Learn more about NetSuite](https://www.capterra.com/p/135757/NetSuite/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Keap](https://www.capterra.com/p/76390/Infusionsoft/) [4.1 (1298)](https://www.capterra.com/p/76390/Infusionsoft/reviews/) The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. [Learn more about Keap](https://www.capterra.com/p/76390/Infusionsoft/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Bitrix24 is an AI-powered online workspace designed to help businesses manage their clients, sales, projects, and teams. [Learn more about Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. [Learn more about EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations 84% recommend this product [## Act!](https://www.capterra.com/p/175860/Act/) [3.9 (906)](https://www.capterra.com/p/175860/Act/reviews/) Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management. [Learn more about Act!](https://www.capterra.com/p/175860/Act/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) [4.5 (824)](https://www.capterra.com/p/136189/Salesforce/reviews/) Salesforce Service Cloud is a software that helps service teams deliver personalized support across various channels. [Learn more about Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) [4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Run your insurance business right from Microsoft Outlook and Teams. Synchronize contacts, organize emails, and plan meetings. [Learn more about eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Apptivo](https://www.capterra.com/p/228915/Apptivo/) [4.4 (708)](https://www.capterra.com/p/228915/Apptivo/reviews/) Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more. [Learn more about Apptivo](https://www.capterra.com/p/228915/Apptivo/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Insightly](https://www.capterra.com/p/130671/Insightly/) [4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) Insightly is the modern, affordable CRM that teams love. [Learn more about Insightly](https://www.capterra.com/p/130671/Insightly/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) [4.8 (649)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Less Annoying CRM helps insurance agents manage contacts, calendars, tasks, leads, collaboration, emails, agendas, and more. [Learn more about Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations 95% recommend this product [## Freshsales](https://www.capterra.com/p/155563/Freshsales/) [4.5 (621)](https://www.capterra.com/p/155563/Freshsales/reviews/) 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](https://www.capterra.com/p/155563/Freshsales/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations 82% recommend this product [## Thryv](https://www.capterra.com/p/156926/Thryv/) [4.2 (514)](https://www.capterra.com/p/156926/Thryv/reviews/) AI-powered small business software with CRM, marketing automation, scheduling, payments, and communication tools. [Learn more about Thryv](https://www.capterra.com/p/156926/Thryv/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) [4.6 (490)](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/reviews/) Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. [Learn more about noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations 88% recommend this product Page 1 of 4 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (130) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Alerts/Notifications Calendar/Reminder System Contact Management For Insurance Industry Generative AI Insurance Management Lead Capture Lead Management Marketing Automation Mobile Access Quotes/Estimates Reporting/Analytics Sales Activity Management Sales Pipeline Management Third-Party Integrations Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Healthcare CRM Software](https://www.capterra.com/healthcare-crm-software/)[Social CRM Tools Software](https://www.capterra.com/social-crm-tools-software/)[Financial CRM Software](https://www.capterra.com/financial-crm-software/)