Best PolicyTek Alternatives in 2026
Updated
20 apps from insurance CRM software ranked against PolicyTek on the same published basis.
- 1PolicyTek vs Odoo CRM
- 2PolicyTek vs Bitrix24 CRM
- 3PolicyTek vs Freshsales
- 4PolicyTek vs Zoho CRM
- 5PolicyTek vs Caspian
- 6PolicyTek vs AgencyBloc AMS+
- 7PolicyTek vs Applied Epic for Salesforce
- 9PolicyTek vs Vaatun Vantage
- 10PolicyTek vs AgencyZoom
- 11PolicyTek vs Creatio CRM
- 12PolicyTek vs Pipedrive
- 13PolicyTek vs Salesforce Financial Services Cloud
- 14PolicyTek vs Act!
- 15PolicyTek vs Fat Agent
- 16PolicyTek vs InsuredMine
- 17PolicyTek vs NextAgency
- 18PolicyTek vs Nutshell
- 19PolicyTek vs Oracle Fusion Cloud Sales
- 20PolicyTek vs GloveBoxCRM
- 21PolicyTek vs Insureio
PolicyTek alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Odoo CRM | 7.6 | Free plan | $24.90/mo | Android, API, iOS, Linux, self-hosted, Web, Windows |
| 2 | Bitrix24 CRM | 6.7 | Free plan | $49/mo | Android, API, iOS, Linux, Mac, self-hosted, Web, Windows |
| 3 | Freshsales | 6.6 | Free plan | $9/mo | Android, API, Browser, iOS, Web |
| 4 | Zoho CRM | 6.6 | Free plan | $14/mo | Android, API, iOS, Web |
| 5 | Caspian | 6.3 | Free plan | $49/mo | API, Web |
| 6 | AgencyBloc AMS+ | 5.3 | No | — | Web |
| 7 | Applied Epic for Salesforce | 5.3 | No | — | Web |
| 9 | Vaatun Vantage | 5.3 | No | — | API, Web |
| 10 | AgencyZoom | 5.1 | No | $99/mo | Android, iOS, Web |
| 11 | Creatio CRM | 5.1 | No | — | Android, API, iOS, self-hosted, Web |
| 12 | Pipedrive | 5.1 | No | — | Web, iOS, Android |
| 13 | Salesforce Financial Services Cloud | 5.1 | No | $325/mo | Android, API, iOS, Web |
| 14 | Act! | 5.0 | No | $30/mo | Web, iOS, Android |
| 15 | Fat Agent | 5.0 | No | $50/mo | API, iOS, Web |
| 16 | InsuredMine | 5.0 | No | — | Android, iOS, Web |
| 17 | NextAgency | 5.0 | No | $5.90/mo | Android, iOS, Web |
| 18 | Nutshell | 5.0 | No | $13/mo | Web, iOS, Android |
| 19 | Oracle Fusion Cloud Sales | 5.0 | No | — | — |
| 20 | GloveBoxCRM | 4.9 | No | — | Android, iOS, Web |
| 21 | Insureio | 4.9 | No | $25/mo | Browser, Web |
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Questions about PolicyTek alternatives
What is the best alternative to PolicyTek?
Odoo CRM, number 1 in insurance CRM software with a score of 7.6 out of 10. The others here: Bitrix24 CRM, Freshsales, Zoho CRM and 16 more.
What is the best free alternative to PolicyTek?
Odoo CRM 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 free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.