--- title: "Agent CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Agent CRM Software - reviews, pricing plans, popular comparisons to other Insurance CRM products and more." source_url: "https://www.capterra.com/p/10028204/Agent-CRM/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # Agent CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Agent CRM ## What is Agent CRM? Agent CRM is a customer relationship management software designed for insurance agents and their teams. It provides tools to manage marketing campaigns, nurture leads, automate routine tasks, monitor reputation, and more. Key features include a power dialer, email marketing, AI assistant, social media tools, and pre-built assets such as websites, sequences, and automations tailored for insurance verticals. The software aims to help agents manage customer relationships efficiently. ## What is Agent CRM used for? [Insurance CRM](https://www.capterra.com/insurance-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Starting price $97 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Agent CRM?[Manage this product listing](https://www.g2.com/products/agent-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Agent CRM 0.0 VS. [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting Price $97 Flat Rate Starting Price $24 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (233) Value For Money 0.0 (0) Value For Money 4.8 (195) Customer Service 0.0 (0) Customer Service 4.8 (211) ## Agent CRM alternatives Highest Rated [4.9 (42)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting price $85.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.5 (4,493)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (19,024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.4 (4,116)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## FAQs about Agent CRM Features and Usability ### What are the key features of Agent CRM? Agent CRM offers email marketing, email management, and marketing automation for creating and sending campaigns. It also includes campaign management, contact management, interaction tracking, lead capture, lead generation, and lead management to organize contacts, record engagement, and manage leads through the marketing and sales process. Integrations ### Which third-party tools and platforms does Agent CRM integrate with? Agent CRM connects natively to Zapier, giving users access to a broad range of third-party apps through automation workflows. This integration supports connections to many tools across sales, marketing, and productivity stacks, with Zapier serving as the main platform for extending Agent CRM’s integration options. Getting Started and Support ### What training and onboarding options does Agent CRM offer? Agent CRM provides live online training sessions to help teams get started. These sessions support guided setup and direct instruction from a trainer, giving users a scheduled format for learning core features and asking questions during the session. Getting Started and Support ### What customer support options does Agent CRM offer? Agent CRM provides email/help desk support, phone support, and 24/7 live rep assistance. Support coverage is available around the clock through live representatives, while email/help desk and phone options give users direct ways to get help when needed. ## Features AI summary Based on 14,838 Insurance CRM reviews Capterra reviewers point to these as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Agent CRM includes other capabilities that reviewers also consider important, such as **Contact Management** (**44%**). This feature gives teams a central place to organize prospect and client details, track interactions, and keep follow-up information accessible, helping businesses maintain stronger relationships and manage day-to-day sales activity more efficiently. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Management Manage, organize, and store contact information Email Management Manage, store and organize emails within the system or via third-party apps Email Marketing Create and send email blasts/campaigns Interaction Tracking Track interaction history by documenting conversations for contacts Lead Capture Automatically identify and save contact information of potential customers Agent CRM 9 features ### All Features - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $97.00 Flat Rate, ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/) 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## 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.