--- title: "unLocked CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about unLocked CRM Software - reviews, pricing plans, popular comparisons to other Insurance CRM products and more." source_url: "https://www.capterra.com/p/10038343/unLocked-CRM/" page_type: "product" language: "en" --- # unLocked CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 15, 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)[Reviews](#reviews) unLocked CRM ## What is unLocked CRM? unLocked CRM is an AI-native customer relationship management platform built exclusively for insurance distribution. It gives independent agents, agencies, and IMO/FMOs a single workspace that combines multi-carrier quoting, e-application submission, automated commission tracking, and an AI layer that can run CRM work end to end from a plain-English prompt. The platform supports life, health, Medicare, annuity, final expense, and ACA Marketplace sales. It was designed around insurance workflows from day one rather than adapted from a general-purpose CRM. Core capabilities: unLocked AI. A conversational interface across the entire CRM. Agents describe what they need — a quote, a follow-up sequence, a pipeline update, a summary of a client's history and unLocked AI executes it, pulling context from contacts, email, calendar, and policy records. Available by text or voice, on desktop and in the field. Multi-Line Quoting. Natural-language quoting across 1,228 carriers and eight produ ## What is unLocked CRM used for? [Insurance CRM](https://www.capterra.com/insurance-crm-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $69.99 Flat Rate, 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 unLocked CRM?[Manage this product listing](https://www.g2.com/products/unlocked-crm/claim_requests/new?auto=true) ## unLocked CRM Overview Updated September 2026 AI summary unLocked CRM offers insurance-focused customer relationship management for businesses of all sizes, supporting contact and lead management, sales activity tracking, and marketing automation. With deployment via cloud, SaaS, and web, it includes features such as workflow management, customizable reporting, and AI-driven tools. Notable options include API access, permission controls, and integration capabilities to fit diverse operational needs. ## 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. ### unLocked CRM 5.0 (1) VS. [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting Price $69.99 Per User, Per Month Starting Price $85 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.8 (233) Value For Money 5.0 (1) Value For Money 4.9 (195) Customer Service 4.0 (1) Customer Service 4.9 (211) ## unLocked CRM alternatives [4.8 (659)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (18,810)](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 [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (4,092)](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 unLocked CRM Overview ### What company size and specific industries is unLocked CRM built for? unLocked CRM targets independent insurance agents, insurance agencies, IMOs, FMOs, and recruiters. It is built for organizations in the insurance and recruiting sectors, especially smaller teams and specialized firms that need a CRM tailored to these business types. Features and Usability ### What are the key features of unLocked CRM? unLocked CRM includes contact management, customer database, lead management, and sales pipeline management for tracking prospects and accounts. It also offers email management, marketing automation, task scheduling, alerts/notifications, reporting/analytics, and customizable reports, plus access controls/permissions, third-party integrations, and API support. Pricing ### How much does it cost and what fees or limitations are included? unLocked CRM starts at $69.99 per month for the Core Plan, a flat-rate option for lead management and core CRM tools. The Pro Plan costs $149.99 per user monthly, and Max costs $247.99 per user monthly. A free trial is available. Integrations ### Which third-party tools and platforms does unLocked CRM integrate with? unLocked CRM integrates with 10 third-party tools, including communication and scheduling platforms such as Gmail, Google Calendar, Google Meet, Microsoft Outlook, Microsoft 365, and Calendly. It also connects with Facebook Business Suite, Google Ads, Claude, and Claude Code for messaging, marketing, and AI-assisted workflows. Getting Started and Support ### What training and onboarding options does unLocked CRM offer? unLocked CRM provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided learning, while documentation offers written reference material and videos provide self-paced walkthroughs of product features and setup steps. Getting Started and Support ### What customer support options does unLocked CRM offer? unLocked CRM provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available on support experiences, so there is no evidence here about response speed, helpfulness, or common frustrations with these channels. ## Features AI summary Based on 150 Insurance CRM reviews Capterra data shows that buyers of Insurance CRM rank the following features as their top priorities: - **Contact Management** (**50%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**49%**) - **Lead Management** (**48%**) unLocked CRM supports all three features that reviewers rate highest: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep policyholder and prospect information organized, track deals through each sales stage, and manage incoming leads more effectively, allowing teams to improve follow-up, maintain visibility into opportunities, and close business with greater consistency. Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Sales Pipeline Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Access Controls/Permissions 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Activity Dashboard 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges unLocked CRM 32 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Contact Management: Manage, organize, and store contact information - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - 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 - Mobile Access: Access software remotely via mobile devices - Quotes/Estimates: Generate quotes or estimates for customers - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial [View pricing plan details](https://www.capterra.com/p/10038343/unLocked-CRM/pricing/) Core Plan $69.99 Flat Rate,Per Month It includes: - CRM & Contact Management - Calendar & Appointments - Email & SMS Campaigns - Workflow Automation - Reporting & Analytics - All Quoters - 982 Carriers Integrated - SOAs - Power Dialer - unLocked AI Clover 2.1 - $10 in free SMS & Calling Credits - Underwrite AI Pro Plan $149.99 Per User,Per Month It includes: - Everything in the Core Plan - 1,228 Carriers Integrated - Commission+ (integrated with 332 carriers) - Agent AI (Outbound AI Calls) - Arwyn (Inbound AI Answering) - Private Pro Slack Community - AI Voice Cloning (Keep Your Personal Touch 24/7) - unLocked AI Starlite 3.4 - AI Automation Builder - $25 in free SMS & Calling Credits Max $247.99 Per User,Per Month It includes: - Build (Create Any Feature With AI) - Commission+ (integrated with 332 carriers) - Client Portal - eApps - AI Agents (Pre-Built + Build Your Own) - MCP Access - Multiple Agent AIs - unLocked AI Sauron 4.2 - White Label - Priority Support - $50 in free SMS & Calling Credits Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Google Ads](https://www.capterra.com/p/213339/Google-Ads/)[ Facebook Business Suite](https://www.capterra.com/p/235972/Facebook-Business-Suite/) 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 Customer Service 4.0 (1) 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 Customer Service 4.0 (1) 4.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Todd K. Broker Insurance ### "A CRM that Works the way I Do" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 30, 2026 My productivity and efficiency improved easily 3x and I suspect it will be much more than that once I get my workflows setup. And the voice cloning is so powerful I haven't even tapped into the full power of what is capable. Pros The natural language interface where I can explain to the software what I want to do and it does it If I am unsure how to do something, I can ask the AI interface for instructions The intuitiveness of the interface Cons Understanding the workflow as it adapts to me instead of me having to adapt to the software, which is very different than what I am used to Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) AI and ease of use along with quoting were critical for m Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing unLocked CRM Flexibility, ease of use and the AI interface Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## 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.