# unLocked CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about unLocked CRM Software - reviews, pricing plans, popular comparisons to other Insurance CRM products and more. Source: https://www.capterra.com/p/10038343/unLocked-CRM --- # unLocked CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 19, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) unLocked CRM ## What is unLocked CRM? unLocked CRM is a fully autonomous CRM built exclusively for insurance agents selling Life, Annuity, Medicare, and Health. The platform delivers instant quoting across 1,228 integrated carriers and automated commission tracking for 332 carriers, replacing the patchwork of disconnected tools most agents rely on. Core AI capabilities include a natural-language Quoting Suite that recommends plans across all product lines from a single conversation, an autonomous Agent AI for outbound calling and lead qualification, and a voice-command assistant trained on thousands of carriers and industry terminology. The platform ships with 463+ pre-built marketing assets, including workflows, email and SMS templates, pipelines, and booking links across 17 product lines, all activated in under 60 seconds. Additional features include built-in VoIP calling, e-signatures, license auto-sync, TCPA-compliant messaging, and a unified inbox. Designed for independent agents, agency owners, IMOs, and FMOs. ## 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 Flat Rate, Per Month Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.unlockedcrm.ai&name=unLocked CRM) ## 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. [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting Price $69 Flat Rate, Per Month Starting Price $24 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.7 (233) Value For Money 5.0 (1) Value For Money 4.8 (195) Customer Service 4.0 (1) Customer Service 4.8 (211) ## unLocked CRM alternatives Highest Rated [4.8 (645)](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 98% of reviewers rated it above 4 stars [4.5 (4,451)](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 (18,766)](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 (6,964)](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 ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 API 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 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 unLocked CRM 32 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Notifications/alerts for upcoming events or tasks Manage, organize, and store contact information A collection of customer information such as contact details, demographics, previous interactions, etc. Alter the layout and content of reports Import and export data to and from software applications Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Intended to be used by insurers Form predictions based on past and present data/trends Use AI to generate content in the form of text, images, videos, etc. Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Generate quotes or estimates for customers View and track pertinent metrics to find patterns and gain insights from data Define, track, and/or automate sales activities and sales processes Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes 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 Core Plan $69.00 Flat Rate,Per Month It includes: - CRM & Contact Management - Calendar & Appointments - Email & SMS Campaigns - Workflow Automation - Reporting & Analytics - All Quoters - 982 Carriers Integrated - unLocked Underwriting - Policy Analyzer - State & Carrier Appointment Tracking - unLocked AI (Core version) - Standard support Pro Plan $149.00 Flat Rate,Per Month It includes: - Everything in the Core Plan - 1,228 Carriers Integrated - unLocked AI Quoting Suite (8 Product Lines) - Commission+ (integrated with 332 carriers) - Agent AI (Outbound AI Calls) - Arwyn (Inbound AI Answering) - unLocked AI v2 (Advanced AI Models) - 50% off unLocked Prospector (saves $1,014 annually) - Priority Support - Private Pro Slack Community Value for money 5.0 (1) 5.0 Based on 1 reviews 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. 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