Best Insurance CRM Software for Cloud
View:
Compare the Top Insurance CRM Software for Cloud as of August 2026
Sort By:
What is Insurance CRM Software for Cloud?
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 Cloud currently available using the table below. This list is updated regularly.
-
1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $24/month -
2
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.Starting Price: $30.00/month/user -
3
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.Starting Price: $119 -
4
Creatio
Creatio
Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiencesStarting Price: $40 per user per month -
5
Coevera
Pipelinersales Corp.
Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your team gets better at selling while they sell. Rebuilt from the ground up, intelligence is the default—not a feature bolted onto decades-old architecture. Spot stalled deals at a glance, kill busywork with the Automatizer workflow engine, and plug into the wider AI ecosystem through native Model Context Protocol (MCP) support. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next.Starting Price: $65/month -
6
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
7
Claritysoft
Claritysoft
Claritysoft's flagship solution, Clarity CRM, delivers a unique blend of simplicity, utility, and flexibility. Clarity CRM provides powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.Starting Price: $39.00/month/user -
8
SalesNOW
Interchange Solutions
SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business. Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.Starting Price: $24.95/month/user -
9
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract requiredStarting Price: $85 per seat per month -
10
Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
11
Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
12
InsuraCRM
Damco Solutions
InsuraCRM, a fully-functional insurance CRM software, unleashes the power of automation and enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It helps insurers manage administration, organize customer data, automate underwriting processes, resolve claims in quick time, generate quotes, and more from a centralized platform. The agile CRM for insurance agents is equipped with next-gen features and functionalities to empower insurers to collaborate in real-time and discover more up-selling and cross-selling opportunities. -
13
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.Starting Price: $ 49 per month -
14
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
15
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
16
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
17
Close
Close
Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.Starting Price: $49.00/month -
18
monday CRM
monday.com
monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.Starting Price: $10/seat/month -
19
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).Starting Price: $40 per month -
20
Less Annoying CRM
Less Annoying CRM
Less Annoying CRM is a basic contact chief developed from the beginning private companies. Deal with your contacts, drives, notes, logbook, to-do's and that's only the tip of the iceberg, all from one straightforward web application. Our item is established on three center standards: straightforwardness, reasonableness, and exceptional client benefit. All clients get a boundless free 30-day trial to thoroughly test each part of the CRM, and client benefit is constantly free through the telephone and email if clients have questions.Starting Price: $15.00/month/user -
21
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work. -
22
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 -
23
LeadSquared
LeadSquared
Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.Starting Price: $25 per user per month -
24
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
25
Quickbase
Quickbase
Deliver workflows and real-time visibility across your operations so your teams can outpace change. Extend and connect data, processes, and workflows to drive deeper insight and automation across complex processes and disparate systems. Adapt your operations faster to respond to opportunities and risks. Tailor workflows to support the unique, ever-changing ways your people work. Create new workflows to respond to emerging challenges and support new ways of working in days, not weeks. Create, connect, govern and continually improve an ecosystem of custom digital solutions on a secure platform for your most critical data and processes. Transform the way your data is used and safely empower your people to deliver real-time insights from one unified platform. Unlock your team's potential. Get started with Quickbase today. -
26
NetSuite CRM
NetSuite
Redefine and elevate your customer relationships with NetSuite CRM+. A complete, front-office solution for today's modern businesses, NetSuite CRM+ provides users a 360-degree view of their customers in real time. It offers a wide range of capabilities to ensure a a seamless flow of information throughout the customer lifecycle--from lead, through sales order and fulfillment, to renewal, upsell, cross-sell, and support. It also integrates with leading accounting, ecommerce, warehousing and shipping applications. -
27
Oracle CRM On Demand
Oracle
Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. And in combination with Oracle's Commerce solutions, they deliver a unified cross-channel experience for consumers. Only Oracle CRM On Demand Industry Editions provide organizations with CRM solutions tailored for specific industries. Unlike other hosted CRM solutions, Oracle CRM On Demand Industry Editions are built upon Oracle's deep industry expertise, providing organizations in the automotive, high technology, insurance, life sciences, and wealth management industries with tangible business value from the start of deployment. Oracle CRM On Demand Industry Editions feature pre-built business processes, data models, object models, and business logic designed to support the unique requirements of each of these industries. -
28
AgencyBloc AMS+
AgencyBloc
#1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.Starting Price: $109.00/month -
29
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 -
30
Maximizer CRM
Maximizer Software
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.Starting Price: $29.00/month/user
