Best Insurance CRM Software for Chromebook

Compare the Top Insurance CRM Software for Chromebook as of August 2026

What is Insurance CRM Software for Chromebook?

Insurance CRM software helps insurance agencies, brokers, carriers, and financial advisors manage customer relationships, sales pipelines, policy lifecycles, and client communications from a centralized platform. These solutions streamline workflows such as lead management, policy renewals, claims tracking, customer onboarding, quoting, marketing automation, and task management while maintaining complete customer records. The software often includes features for contact management, document storage, workflow automation, commission tracking, email and SMS communications, reporting, and compliance support to improve agent productivity and customer service. Many insurance CRM solutions integrate with agency management systems, policy administration platforms, quoting engines, accounting software, and marketing tools to provide a unified view of customer interactions. By automating relationship management and insurance-specific processes, insurance CRM software helps organizations improve client retention, increase sales, and deliver more personalized customer experiences. Compare and read user reviews of the best Insurance CRM software for Chromebook currently available using the table below. This list is updated regularly.

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    Shape Software

    Shape Software

    Shape Software

    Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.
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    Starting Price: $119
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  • 2
    Bitrix24

    Bitrix24

    Bitrix24

    Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.
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    Starting Price: $ 49 per month
  • 3
    LeadMaster

    LeadMaster

    LeadMaster

    LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.
    Starting Price: $50.00/month/user
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    AllClients

    AllClients

    AllClients

    AllClients is an all-in-one CRM and marketing tool for small businesses. Simplify your customer interactions, automate tasks, and boost sales with features like email marketing, landing pages, and workflow automation. No technical skills required.
    Starting Price: $24 per month
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    InsuredMine

    InsuredMine

    InsuredMine

    Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes
    Starting Price: $69per user per month
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