# Page 2 | Best Insurance CRM Software 2026 | Capterra > Page 2 - 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 - Page 2 [## Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) [4.5 (453)](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/reviews/) Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement. [Learn more about Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-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 [## Flowlu](https://www.capterra.com/p/166656/FLowlu/) [4.8 (387)](https://www.capterra.com/p/166656/FLowlu/reviews/) An all-in-one business management platform offering essential tools for managing projects, tasks, financials, team, and sales. [Learn more about Flowlu](https://www.capterra.com/p/166656/FLowlu/) 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 [## Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Customer relationship management solution designed specifically for the unique challenges that sales managers and sales teams face. [Learn more about Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-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 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. [## Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/) [4.6 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) Daylite helps service-based businesses manage clients, projects, and new client opportunities in one app — driving their growth. [Learn more about Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/) 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 83% recommend this product [## Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/) [4.3 (336)](https://www.capterra.com/p/112491/vtiger-CRM/reviews/) Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets. [Learn more about Vtiger CRM](https://www.capterra.com/p/112491/vtiger-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 [## SAP Customer Experience](https://www.capterra.com/p/77372/SAP-CRM/) [4.3 (245)](https://www.capterra.com/p/77372/SAP-CRM/reviews/) Capitalize on customer insight, improve front-line efficiency and effectiveness, streamline critical business processes. [Learn more about SAP Customer Experience](https://www.capterra.com/p/77372/SAP-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 [## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/) [4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Intuitive. Customizable. Powerful. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality. [Learn more about Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-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 [## Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/) [4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) Close more deals with the industry’s only sales engagement platform with built-in lead management and auto dialler software.  [Learn more about Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/) 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 [## SalesLoft](https://www.capterra.com/p/157977/SalesLoft/) [4.3 (231)](https://www.capterra.com/p/157977/SalesLoft/reviews/) Clari + Salesloft provides an AI Predictive Revenue System to unify data, automate execution, and drive predictable enterprise growth. [Learn more about SalesLoft](https://www.capterra.com/p/157977/SalesLoft/) 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 Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) [4.4 (224)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/) Customer relationship management tool that enables businesses to organize lead data, personalize email templates, and more. [Learn more about Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) 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 [## Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/) [4.6 (216)](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/) Pipeliner is now Coevera—the AI-native revenue platform where AI sells with you, not against you. #Coevera #AINative [Learn more about Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-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 84% recommend this product [## PhoneBurner](https://www.capterra.com/p/134672/PhoneBurner/) [4.8 (176)](https://www.capterra.com/p/134672/PhoneBurner/reviews/) Dialer software built for high connect rates. PhoneBurner powers millions of conversations, with average answer rates exceeding 10%. [Learn more about PhoneBurner](https://www.capterra.com/p/134672/PhoneBurner/) 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 87% recommend this product [## LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them.  [Learn more about LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) 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 [## Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) [4.6 (165)](https://www.capterra.com/p/153130/Forcemanager/reviews/) The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI. [Learn more about Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) 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 [## Close](https://www.capterra.com/p/132667/Close-io/) [4.7 (164)](https://www.capterra.com/p/132667/Close-io/reviews/) Close is the all-in-one sales engagement CRM designed to help startups and small businesses turn leads into revenue. [Learn more about Close](https://www.capterra.com/p/132667/Close-io/) 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 [## VipeCloud](https://www.capterra.com/p/178044/VipeCloud/) [4.9 (163)](https://www.capterra.com/p/178044/VipeCloud/reviews/) Every Super Hero needs a Sidekick. VipeCloud Is the Only Solution You Need To Automate Your Customer Communications. [Learn more about VipeCloud](https://www.capterra.com/p/178044/VipeCloud/) 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 93% recommend this product [## Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) [4.3 (160)](https://www.capterra.com/p/199865/Zendesk-Sell/reviews/) Zendesk Sell is sales CRM software that helps you close more deals. [Learn more about Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) 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 [## Ringy](https://www.capterra.com/p/182372/iSalesCRM/) [4.3 (155)](https://www.capterra.com/p/182372/iSalesCRM/reviews/) Agents can take advantage of Ringy's automation, AI, and multiple communication channels without hiking a steep learning curve. [Learn more about Ringy](https://www.capterra.com/p/182372/iSalesCRM/) 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 [## Groove](https://www.capterra.com/p/177789/Groove/) [4.7 (146)](https://www.capterra.com/p/177789/Groove/reviews/) Groove is the first sales engagement platform to enable sales leaders to make sales strategy actionable. [Learn more about Groove](https://www.capterra.com/p/177789/Groove/) 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 86% recommend this product [## Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Best-in-class financial services CRM and workflow platform with no-code and AI at its core.  [Learn more about Creatio CRM](https://www.capterra.com/p/130149/bpm-online-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 90% recommend this product [## Gold-Vision CRM](https://www.capterra.com/p/133582/Gold-Vision-CRM/) [4.6 (131)](https://www.capterra.com/p/133582/Gold-Vision-CRM/reviews/) Gold-Vision is an affordable, fully customisable Sales & Marketing CRM for mid-market business looking to improve their efficiencies. [Learn more about Gold-Vision CRM](https://www.capterra.com/p/133582/Gold-Vision-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 86% recommend this product [## Contactability](https://www.capterra.com/p/132580/Contactability/) [4.0 (117)](https://www.capterra.com/p/132580/Contactability/reviews/) Contactability provides an insurance software platform that generates leads and calls to help agents grow their business. [Learn more about Contactability](https://www.capterra.com/p/132580/Contactability/) 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 [## HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/) [4.8 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) A free CMS-approved platform to quote, enroll, and manage your ACA business. [Learn more about HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/) 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 94% recommend this product [## Salesmate](https://www.capterra.com/p/156234/Salesmate/) [4.7 (102)](https://www.capterra.com/p/156234/Salesmate/reviews/) A modern sales CRM that helps sales reps be more productive, increase their sales, and engage clients. [Learn more about Salesmate](https://www.capterra.com/p/156234/Salesmate/) 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 93% recommend this product [## OnePageCRM](https://www.capterra.com/p/157679/OnePageCRM/) [4.8 (97)](https://www.capterra.com/p/157679/OnePageCRM/reviews/) A super simple and intuitive CRM trusted by small businesses in 80+ countries [Learn more about OnePageCRM](https://www.capterra.com/p/157679/OnePageCRM/) 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 [## HappyFox Help Desk](https://www.capterra.com/p/83211/HappyFox/) [4.6 (92)](https://www.capterra.com/p/83211/HappyFox/reviews/) A help desk ticketing software that helps you to remove clutter and manage your customer support queries easily from multiple channels. [Learn more about HappyFox Help Desk](https://www.capterra.com/p/83211/HappyFox/) 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 [## Pobuca Connect](https://www.capterra.com/p/148335/Pobuca-Connect/) [4.4 (91)](https://www.capterra.com/p/148335/Pobuca-Connect/reviews/) Pobuca Connect provides you with a unified company address book, which is easy to access and share with your coworkers. [Learn more about Pobuca Connect](https://www.capterra.com/p/148335/Pobuca-Connect/) 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 [## Efficy CRM](https://www.capterra.com/p/149894/Efficy-CRM/) [4.0 (90)](https://www.capterra.com/p/149894/Efficy-CRM/reviews/) Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees. [Learn more about Efficy CRM](https://www.capterra.com/p/149894/Efficy-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 [## Ontraport](https://www.capterra.com/p/220784/Ontraport/) [4.2 (89)](https://www.capterra.com/p/220784/Ontraport/reviews/) Ontraport is a CRM and automation platform that empowers businesses to grow faster and deliver more value to their customers. [Learn more about Ontraport](https://www.capterra.com/p/220784/Ontraport/) 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 [## Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) [4.1 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals. [Learn more about Redtail CRM](https://www.capterra.com/p/121349/RedTail-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 [## Ricochet360](https://www.capterra.com/p/141932/Ricochet/) [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Our products include: Auto Dialer, Cloud Phone System, Progressive Dialer, CRM & Lead Management, and Email & SMS Marketing Automation. [Learn more about Ricochet360](https://www.capterra.com/p/141932/Ricochet/) 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 [## SendJim](https://www.capterra.com/p/172685/SendJim/) [4.4 (81)](https://www.capterra.com/p/172685/SendJim/reviews/) Customer engagement solution that helps businesses generate business leads and word of mouth referrals to attract clients or audience. [Learn more about SendJim](https://www.capterra.com/p/172685/SendJim/) 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 [## Voiptime Cloud](https://www.capterra.com/p/178440/Voiptime-Outbound-Call-Center/) [4.8 (80)](https://www.capterra.com/p/178440/Voiptime-Outbound-Call-Center/reviews/) Improve the quality of customer interactions and stay in touch 24/7 with reliable Voiptime Contact Center software. [Learn more about Voiptime Cloud](https://www.capterra.com/p/178440/Voiptime-Outbound-Call-Center/) 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 [## LiveHelpNow](https://www.capterra.com/p/99093/LiveHelpNow-Suite/) [4.6 (72)](https://www.capterra.com/p/99093/LiveHelpNow-Suite/reviews/) Omnichannel customer engagement platform: Live Chat, SMS Text integration, Support Ticket Management, Knowledge Base, Facebook and more [Learn more about LiveHelpNow](https://www.capterra.com/p/99093/LiveHelpNow-Suite/) 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 [## servis.ai](https://www.capterra.com/p/167757/FreeAgent-Network/) [4.6 (71)](https://www.capterra.com/p/167757/FreeAgent-Network/reviews/) FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work. [Learn more about servis.ai](https://www.capterra.com/p/167757/FreeAgent-Network/) 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 [## SalesNexus](https://www.capterra.com/p/83518/SalesNexus-Online-CRM/) [4.5 (64)](https://www.capterra.com/p/83518/SalesNexus-Online-CRM/reviews/) Insurance CRM for managing prospects, policies, renewals, and long-term client relationships.  [Learn more about SalesNexus](https://www.capterra.com/p/83518/SalesNexus-Online-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 [## Blitz](https://www.capterra.com/p/104133/Blitz/) [4.7 (57)](https://www.capterra.com/p/104133/Blitz/#reviews) Track your leads and deals. Monitor the process of your leads through the sales process. [Learn more about Blitz](https://www.capterra.com/p/104133/Blitz/) 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 [## Yetiforce CRM](https://www.capterra.com/p/159123/Yetiforce/) [4.7 (54)](https://www.capterra.com/p/159123/Yetiforce/reviews/) An open sourced CRM system, featuring customized solutions with a wide range of configuration tools and user-friendly interface. [Learn more about Yetiforce CRM](https://www.capterra.com/p/159123/Yetiforce/) 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 [## ClearSlide](https://www.capterra.com/p/136444/ClearSlide/) [3.9 (54)](https://www.capterra.com/p/136444/ClearSlide/reviews/) Cloud-based sales engagement and behavior analytics solution that tracks customer interactions via email content and presentations. [Learn more about ClearSlide](https://www.capterra.com/p/136444/ClearSlide/) 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 [## DYL](https://www.capterra.com/p/130022/Dial-Your-Leads/) [4.0 (51)](https://www.capterra.com/p/130022/Dial-Your-Leads/reviews/) All-in-one VOIP phone system with sales automation. Includes lead management, texting, and campaign dialing. [Learn more about DYL](https://www.capterra.com/p/130022/Dial-Your-Leads/) 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 [## Heymarket](https://www.capterra.com/p/167436/Heymarket/) [4.5 (47)](https://www.capterra.com/p/167436/Heymarket/reviews/) Heymarket business texting empowers you to expand your marketing reach, close more sales, and create strong customer relationships. [Learn more about Heymarket](https://www.capterra.com/p/167436/Heymarket/) 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 [## folk](https://www.capterra.com/p/251534/folk/) [4.5 (46)](https://www.capterra.com/p/251534/folk/reviews/) folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 4000+.  [Learn more about folk](https://www.capterra.com/p/251534/folk/) 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 [## Commence](https://www.capterra.com/p/576/Commence/) [4.9 (44)](https://www.capterra.com/p/576/Commence/reviews/) A comprehensive solution for managing Sales, Leads, Marketing, Help Desk Ticketing, a Customer Portal and Project Management. [Learn more about Commence](https://www.capterra.com/p/576/Commence/) 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 [## Vymo](https://www.capterra.com/p/149715/Vymo/) [4.7 (41)](https://www.capterra.com/p/149715/Vymo/reviews/) Sales Acceleration Platform for the world's largest Financial Services Institutions. [Learn more about Vymo](https://www.capterra.com/p/149715/Vymo/) 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 [## Covve App](https://www.capterra.com/p/255156/Covve/) [4.8 (40)](https://www.capterra.com/p/255156/Covve/reviews/) Covve is designed to help you better manage relationships and create business opportunities [Learn more about Covve App](https://www.capterra.com/p/255156/Covve/) 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 [## Agiloft](https://www.capterra.com/p/101273/Agiloft/) [4.8 (38)](https://www.capterra.com/p/101273/Agiloft/reviews/) Cloud-based tool that helps streamline contract lifecycle management via obligation tracking, pre-made templates, workflows, and more. [Learn more about Agiloft](https://www.capterra.com/p/101273/Agiloft/) 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 [## Deskpro](https://www.capterra.com/p/127288/DeskPRO/) [4.6 (38)](https://www.capterra.com/p/127288/DeskPRO/reviews/) Powerful and robust helpdesk software for all industries and organizations; available through Cloud hosting or self-hosted On-Premise. [Learn more about Deskpro](https://www.capterra.com/p/127288/DeskPRO/) 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 [## Salesboom CRM Suite](https://www.capterra.com/p/12686/Salesboom-CRM/) [4.3 (37)](https://www.capterra.com/p/12686/Salesboom-CRM/reviews/) Founded in 2003. Salesboom is the world's best Value-Based cloud-CRM for your brand. [Learn more about Salesboom CRM Suite](https://www.capterra.com/p/12686/Salesboom-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 [## LeadMaster](https://www.capterra.com/p/16462/LeadMaster/) [4.1 (36)](https://www.capterra.com/p/16462/LeadMaster/reviews/) Classify and score leads with real time information, and actionable reports and dashboards. All-in-one CRM that's fully customizable. [Learn more about LeadMaster](https://www.capterra.com/p/16462/LeadMaster/) 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 [## Oracle CRM On Demand](https://www.capterra.com/p/119990/CRM-On-Demand-Marketing/) [4.4 (31)](https://www.capterra.com/p/119990/CRM-On-Demand-Marketing/reviews/) Oracle CRM On Demand is cloud CRM software that helps businesses manage sales, marketing, and service interactions. [Learn more about Oracle CRM On Demand](https://www.capterra.com/p/119990/CRM-On-Demand-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 Page 2 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/)