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Onyx CRM
What Onyx CRM is
Onyx CRM is a web-based CRM built specifically for insurance agents, with AI-assisted lead follow-up and insurance workflows. It can contact leads by text, email, or call, qualify them with AI, and book appointments automatically. Emails, texts, calls, and voicemails appear in a unified inbox. The product includes seven pre-built Stacks for Mortgage Protection, Final Expense, Life, Medicare, Health, IUL, and Annuity insurance, as well as sales pipelines, renewal tracking, and email automation. Named integrations include Google Calendar, Outlook, Twilio, Zapier, and Slack; Onyx says it supports more than 50 additional integrations. Core costs $99/month and includes all seven Stacks, pre-built text campaigns, basic automations, Slack Channel Support, and done-for-you onboarding. Prime costs $149/month and adds AI appointment booking, database reactivation, annual review automation, and custom workflows. Elite AI costs $499/month plus $1,499 setup and includes an inbound voice AI receptionist, phone appointment booking, a custom-built sales simulation tool, and custom integrations. Onyx advertises a 14-day money-back guarantee and says there are no long-term contracts.
Who it suits
Onyx is aimed at independent insurance agents who want lead follow-up and insurance-specific workflows. Its three plans differ in price, support, and included tools.
What it does well
- Seven pre-built insurance Stacks.
- Unifies emails, texts, calls, and voicemails.
- AI can qualify leads and book appointments.
- Lists more than 50 additional integrations.
What to know first
- No free plan or free trial.
- Core starts at $99/month.
- Elite AI adds a $1,499 setup fee.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Prime | $149/month · Everything in Core · AI Appointment Booking · Advanced AI Features · Database Reactivation · Annual Review Automation · Priority Support · Custom Workflows | $149 a month |
| Elite AI | $499/month + $1499 setup · Everything in Prime · All 7 Onyx Stacks · Inbound Voice AI Receptionist · AI Appointment Booking via Phone · Custom-Built Sales Simulation Tool · Dedicated Account Manager · Custom Integrations | $499 a month |
| Core | $99/month · All 7 Onyx Stacks · Pre-Built Text Campaigns · Unified Inbox · Basic Automations · Slack Channel Support · Done-For-You Onboarding | $99 a month |
As onyx-crm.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Verdict
Onyx CRM focuses on insurance sales workflows, from lead contact to renewal tracking. Compare the plan details and setup fee with the tools and support you need.
Facts from Onyx CRM's own pages
- Company
- The privacy policy identifies the company as Quantum Automation Pty Ltd and lists a mailing address in Port Melbourne, Victoria, Australia. · onyx-crm.com, 4 Oct 2026
- Data location
- The privacy policy says primary servers are in the United States and information from users outside the US is transferred to and processed there. · onyx-crm.com, 4 Oct 2026
- Follow-up and booking
- The product says it contacts leads immediately by text, email, or call, qualifies them with AI, and can book appointments automatically. · onyx-crm.com, 4 Oct 2026
- Founder
- The homepage names Lachie McLeish as founder and says he began building after ChatGPT launched in 2023; it does not state the company's founding year. · onyx-crm.com, 4 Oct 2026
- Insurance workflows
- Onyx offers seven pre-built Stacks for Mortgage Protection, Final Expense, Life, Medicare, Health, IUL, and Annuity insurance. · onyx-crm.com, 4 Oct 2026
- Integrations
- The homepage names Google Calendar, Outlook, Twilio, Zapier, and Slack, and says it supports 50+ more integrations. · onyx-crm.com, 4 Oct 2026
- Privacy
- The privacy policy says Onyx does not sell personal information and will not sell customer data or use it for its own marketing. · onyx-crm.com, 4 Oct 2026
- Product
- Onyx describes itself as an AI-powered CRM built specifically for insurance agents. · onyx-crm.com, 4 Oct 2026
- Refund policy
- Onyx advertises a 14-day money-back guarantee and says there are no long-term contracts. · onyx-crm.com, 4 Oct 2026
- Security
- The privacy policy lists TLS/SSL encryption in transit, AES-256 encryption at rest, security assessments and penetration testing, intrusion monitoring, firewalls, and access controls. · onyx-crm.com, 4 Oct 2026
- Setup
- Onyx says it provides done-for-you onboarding and that most agents go live within 48 hours. · onyx-crm.com, 4 Oct 2026
- Support
- The Core plan includes Slack Channel Support, Prime includes Priority Support, and Elite AI includes a Dedicated Account Manager. · onyx-crm.com, 4 Oct 2026
- Unified inbox
- Its unified inbox brings emails, texts, calls, and voicemails together. · onyx-crm.com, 4 Oct 2026
- Who it is for
- The company says its mission is to give independent insurance agents AI-powered tools without the complexity or price tag of tools for big agencies. · onyx-crm.com, 4 Oct 2026
Where Onyx CRM stands on Freedom251
- Insurance CRM Software#26 of 31