Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows.
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Insurance CRM Software
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Here's our list of apps for Insurance CRM Software. Filters help you narrow down the results to find exactly what you’re looking for.
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112 Software options
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget
Read more about Odoo
Close is the sales CRM that helps small businesses and startups turn leads into revenue. Close lets you email, call, and text your leads from desktop. With productivity tools like task reminders, Call Assistant, and Predictive Dialer, you’ll reach more leads, follow up more often, and close more.
Read more about Close
With Creatio CRM for insurance you get access to a broad variety of workflows - from policy to insurance claim lifecycle operating and much more.
Read more about Creatio CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.
Read more about Salesforce Sales Cloud
Mailchimp is a marketing automation platform that allows users to create, send & analyze email & ad campaigns, with email templates, landing pages, and a mobile app
Read more about Mailchimp
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.
Read more about Zoho CRM
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
Read more about Dynamics 365
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data
Read more about HubSpot CRM
Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success, and keeps your business in sync. Reach customers on any channel and equip your agents with a full history of all interactions, including those tracked from 700+ app integrations.
Read more about Zendesk Suite
Zoho Desk, Zoho's flagship web-based customer service software, helps businesses of all sizes and types deliver superior customer service without spending a fortune.
Read more about Zoho Desk
NetSuite provides organizations with an integrated system of cloud applications that helps them run their business. More than 38,000 organizations around the world use NetSuite to more easily grow and adapt to change.
Read more about NetSuite
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service.
Read more about Keap
Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.
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EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.
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Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life.
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Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities. Track key contact center metrics in real-time. And enable every employee to deliver outstanding service at every point of interaction.
Read more about Salesforce Service Cloud
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.
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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.
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Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.
Start with eWay-CRM Free.
Read more about eWay-CRM
Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire...
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The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place. $15/user/month, for everyone.
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Thryv is an all-in-one, cloud-based management software specifically designed for small businesses. Thryv integrates contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more.
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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.
Read more about Spotler CRM
noCRM.io is a lead management software designed to eliminate the distractions of a standard CRM and help salespeople convert leads into customers, organize their sales process & customize their sales pipeline with lead capturing, prospecting, & collaboration tools, & more
Read more about noCRM.io
