Best PolicyTek Alternatives in 2026
Updated
20 apps from insurance CRM software ranked against PolicyTek on the same published basis.
- 1PolicyTek vs Freshsales
- 2PolicyTek vs Zoho CRM
- 3PolicyTek vs Bitrix24 CRM
- 4PolicyTek vs Creatio CRM
- 5PolicyTek vs AgencyZoom
- 6PolicyTek vs Fat Agent
- 7PolicyTek vs Act!
- 8PolicyTek vs InsuredMine
- 9PolicyTek vs NextAgency
- 10PolicyTek vs Nutshell
- 11PolicyTek vs Pipedrive
- 12PolicyTek vs Salesforce Financial Services Cloud
- 13PolicyTek vs GloveBoxCRM
- 14PolicyTek vs Caspian
- 15PolicyTek vs Odoo CRM
- 17PolicyTek vs Vaatun Vantage
- 18PolicyTek vs Applied Epic for Salesforce
- 19PolicyTek vs Insureio
- 20PolicyTek vs SugarCRM
- 21PolicyTek vs AgencyBloc AMS+
PolicyTek alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Freshsales | 7.9 | Free plan | $9/mo | Android, API, Browser, iOS, Web |
| 2 | Zoho CRM | 7.9 | Free plan | $14/mo | Android, API, iOS, Web |
| 3 | Bitrix24 CRM | 7.7 | Free plan | $49/mo | Android, API, iOS, Linux, Mac, self-hosted, Web, Windows |
| 4 | Creatio CRM | 7.0 | No | — | Android, API, iOS, self-hosted, Web |
| 5 | AgencyZoom | 6.9 | No | $99/mo | Android, iOS, Web |
| 6 | Fat Agent | 6.9 | No | $50/mo | API, iOS, Web |
| 7 | Act! | 6.8 | No | $30/mo | Web, iOS, Android |
| 8 | InsuredMine | 6.8 | No | — | Android, iOS, Web |
| 9 | NextAgency | 6.8 | No | $5.90/mo | Android, iOS, Web |
| 10 | Nutshell | 6.8 | No | $13/mo | Web, iOS, Android |
| 11 | Pipedrive | 6.8 | No | — | Web, iOS, Android |
| 12 | Salesforce Financial Services Cloud | 6.8 | No | $325/mo | Android, API, iOS, Web |
| 13 | GloveBoxCRM | 6.5 | No | — | Android, iOS, Web |
| 14 | Caspian | 6.2 | Free plan | $49/mo | API, Web |
| 15 | Odoo CRM | 6.1 | Free plan | Free | — |
| 17 | Vaatun Vantage | 5.6 | No | — | API, Web |
| 18 | Applied Epic for Salesforce | 5.5 | No | — | Web |
| 19 | Insureio | 5.4 | No | $25/mo | Browser, Web |
| 20 | SugarCRM | 5.4 | No | — | Web |
| 21 | AgencyBloc AMS+ | 5.3 | No | — | Web |
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Questions about PolicyTek alternatives
What is the best alternative to PolicyTek?
Freshsales, number 1 in insurance CRM software with a score of 7.9 out of 10. The others here: Zoho CRM, Bitrix24 CRM, Creatio CRM and 16 more.
What is the best free alternative to PolicyTek?
Freshsales is the best-ranked alternative with a free plan. 5 of the 20 alternatives here publish a free plan on their own pricing pages.
Is there an open-source alternative to PolicyTek?
Yes: Odoo CRM.
How are these alternatives ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.