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Alternatives · 2026

The best Caspian alternatives

The rest of Best Insurance CRM Software, in this site's order: each with what it costs, where it runs and its record score.

1
Bitrix24 CRM

The Free plan may suit an individual or small team needing basic CRM; Bitrix24 describes Basic for solopreneurs and small teams, Standard for…

AndroidiPhone & iPadWeb+5 $69 a month, billed yearly Record6.6 Visit
2
Odoo CRM

Odoo CRM suits sales teams that need opportunity tracking, lead capture, and follow-up automation.

AndroidiPhone & iPadWeb+5 $24.90 a month, billed yearly Record6.1 Visit
3
Freshsales

Freshsales suits sales teams that need lead tracking, customer communications, and pipeline management together.

AndroidiPhone & iPadWeb+2 $108 a year Record6.0 Visit
4
Zoho CRM

Zoho CRM is suited to sales teams that need lead management, follow-up automation, and performance measurement.

AndroidiPhone & iPadWeb+1 $14 a month, billed yearly Record6.0 Visit
5
HubSpot CRM

It suits individuals or teams organizing customer data and sales activity, with mobile apps and a browser-based CRM.

AndroidiPhone & iPad $15 a month Record5.8 Visit
6
InsuredMine

InsuredMine is intended for insurance agencies using an agency management system.

AndroidiPhone & iPadWeb+1 $69 a month Record5.5 Visit
7
LeadSquared

LeadSquared may suit sales, marketing, service, or field teams that need lead management and workflow tools.

AndroidiPhone & iPadWeb+1 — Record5.5 Visit
8 AndroidiPhone & iPadWeb+1 — Record5.5 Visit
9 AndroidiPhone & iPadWeb+2 — Record5.5 Visit
10 AndroidiPhone & iPadWeb+2 $14 a month, billed yearly Record5.5 Visit
11
Salesforce Financial Services Cloud

It suits banking, insurance, wealth and asset management, and lending organizations seeking sales, service, and customer data capabilities.

AndroidiPhone & iPadWeb+2 $325 a month, billed yearly Record5.5 Visit
12
AgencyZoom

AgencyZoom suits insurance agents and agencies looking to manage leads, automate customer engagement, and track sales goals.

AndroidiPhone & iPadWeb $99 a month Record5.4 Visit
13
SugarCRM

SugarCRM is aimed at mid- to large-size organizations with complex account management needs, particularly businesses focused on repeat sales to…

AndroidiPhone & iPadWeb+2 — Record5.2 Visit
14
AgencyBloc AMS+

It is intended for agencies selling group benefits, ACA health insurance, Medicare, life insurance, or combinations of those lines.

AndroidWebAPI $109 a month Record5.1 Visit
15
Creatio CRM

It suits teams seeking CRM workflows across marketing, sales, and service, including organizations that want no-code application and agent-building…

AndroidiPhone & iPadWeb+2 — Record5.0 Visit
16 WebBrowser extension $25 a month Record4.9 Visit
17
Act!

Act! suits teams that need to track sales opportunities and coordinate customer outreach.

AndroidiPhone & iPadWeb $30 a month, billed yearly Record4.8 Visit
18
Fat Agent

Fat Agent is aimed at independent insurance agencies working in property and casualty, life and health, or both.

iPhone & iPadWebAPI $50 a month Record4.8 Visit
19
NextAgency

It suits agencies selling benefits, senior, or life insurance policies that need policy workflows, marketing, compliance tools, and CRM.

AndroidiPhone & iPadWeb $850 a year Record4.7 Visit
20 Web $99 a month Record4.3 Visit
21 Web $100 a month Record4.2 Visit
22 WebAPI $300 a month Record4.2 Visit
23
Oracle Fusion Cloud Sales

Oracle Fusion Cloud Sales suits sales, finance, operations, HR, and IT leaders seeking connected processes and data across quoting, billing, and…

AndroidiPhone & iPadWeb+1 — Record4.2 Visit
24 AndroidiPhone & iPadWeb Free plan Record3.8 Visit