Best Insurance CRM Software in 2026
Updated
In short: Odoo CRM is ranked #1 of 27 as of 7 October 2026, ahead of Bitrix24 CRM and Freshsales. The best-ranked option with a free plan is Bitrix24 CRM. The lowest first paid tier on this page is NextAgency at $5.90/mo.
Insurance CRM software can support work across agent coordination, sales activity, and policyholder relationships. Compare sales pipelines and renewal tracking alongside agent management and email automation to see how capabilities align with your processes. A policyholder portal and mobile apps are other features to weigh for customer and staff access. Free plan and Paid from add cost context. Odoo CRM, Bitrix24 CRM, and Freshsales are among the options to consider, along with Zoho CRM and Applied Epic for Salesforce. Think about how your team handles prospects, agents, and renewals, then compare the listed capabilities against those needs.
27 insurance CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
5 of the 25 here have a free tier you can use, 1 has open-source code on record, and 0 have full bars: free, open, on most of your devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | Odoo CRMNo platforms listed | Three bars | 0 of 6 | Free | 7.6 | ||
| 2 | Bitrix24 CRMWeb · Windows · Mac · Linux · Android · iPhone · Self-hosted · API | Three bars | — | 6 of 6 | $49/mo | 6.7 | |
| 3 | FreshsalesWeb · Android · iPhone · API · Extension | Three bars | — | 3 of 6 | $9/mo | 6.6 | |
| 4 | Zoho CRMWeb · Android · iPhone · API | Three bars | — | 3 of 6 | $14/mo | 6.6 | |
| 5 | CaspianWeb · API | Two bars | — | 1 of 6 | $49/mo | 6.3 | |
| 6 | AgencyBloc AMS+Web | One bar | — | — | 1 of 6 | — | 5.3 |
| 7 | Applied Epic for SalesforceWeb | One bar | — | — | 1 of 6 | — | 5.3 |
| 8 | PolicyTekWeb · API | One bar | — | — | 1 of 6 | — | 5.3 |
| 9 | Vaatun VantageWeb · API | One bar | — | — | 1 of 6 | — | 5.3 |
| 10 | AgencyZoomWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $99/mo | 5.1 |
| 11 | Creatio CRMWeb · Android · iPhone · Self-hosted · API | Two bars | — | — | 3 of 6 | — | 5.1 |
| 12 | PipedriveWeb · Android · iPhone | Two bars | — | — | 3 of 6 | — | 5.1 |
| 13 | Salesforce Financial Services CloudWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | $325/mo | 5.1 |
| 14 | Act!Web · Android · iPhone | Two bars | — | — | 3 of 6 | $30/mo | 5.0 |
| 15 | Fat AgentWeb · iPhone · API | One bar | — | — | 2 of 6 | $50/mo | 5.0 |
| 16 | InsuredMineWeb · Android · iPhone | Two bars | — | — | 3 of 6 | — | 5.0 |
| 17 | NextAgencyWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $5.90/mo | 5.0 |
| 18 | NutshellWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $13/mo | 5.0 |
| 19 | Oracle Fusion Cloud SalesNo platforms listed | No signal | — | — | 0 of 6 | — | 5.0 |
| 20 | GloveBoxCRMWeb · Android · iPhone | One bar | — | — | 3 of 6 | — | 4.9 |
| 21 | InsureioWeb · Extension | One bar | — | — | 1 of 6 | $25/mo | 4.9 |
| 22 | NexLife CRMWeb | One bar | — | — | 1 of 6 | $300/mo | 4.9 |
| 23 | Onyx CRMWeb | One bar | — | — | 1 of 6 | $99/mo | 4.9 |
| 24 | Oracle Fusion Cloud MarketingWeb | One bar | — | — | 1 of 6 | — | 4.9 |
| 25 | SugarCRMWeb · Android · iPhone · Self-hosted · API | Two bars | — | — | 3 of 6 | — | 4.9 |
Compare all 25 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Sales pipelines | Renewal tracking |
|---|---|---|---|---|---|---|---|---|
| 1 | Odoo CRM | 7.6 | Free plan | Free | Yes | — | Yes | — |
| 2 | Bitrix24 CRM | 6.7 | Free plan | $49/mo | Yes | — | Yes | — |
| 3 | Freshsales | 6.6 | Free plan | $9/mo | Yes | 9 /user/mo | — | — |
| 4 | Zoho CRM | 6.6 | Free plan | $14/mo | Yes | 14 /user/mo | — | — |
| 5 | Caspian | 6.3 | Free plan | $49/mo | No | 49 /user/mo | Yes | Yes |
| 6 | AgencyBloc AMS+ | 5.3 | No | — | — | — | — | — |
| 7 | Applied Epic for Salesforce | 5.3 | No | — | — | — | Yes | Yes |
| 8 | PolicyTek | 5.3 | No | — | — | — | Yes | Yes |
| 9 | Vaatun Vantage | 5.3 | No | — | — | — | Yes | Yes |
| 10 | AgencyZoom | 5.1 | No | $99/mo | No | — | Yes | Yes |
| 11 | Creatio CRM | 5.1 | No | — | No | — | — | — |
| 12 | Pipedrive | 5.1 | No | — | No | — | — | — |
| 13 | Salesforce Financial Services Cloud | 5.1 | No | $325/mo | No | 325 /user/mo | — | — |
| 14 | Act! | 5.0 | No | $30/mo | No | 30 /user/mo | — | — |
| 15 | Fat Agent | 5.0 | No | $50/mo | No | — | Yes | Yes |
| 16 | InsuredMine | 5.0 | No | — | No | — | — | — |
| 17 | NextAgency | 5.0 | No | $5.90/mo | No | 85 /user/mo | Yes | Yes |
| 18 | Nutshell | 5.0 | No | $13/mo | No | 13 /user/mo | — | — |
| 19 | Oracle Fusion Cloud Sales | 5.0 | No | — | — | — | — | — |
| 20 | GloveBoxCRM | 4.9 | No | — | No | — | Yes | Yes |
| 21 | Insureio | 4.9 | No | $25/mo | No | — | Yes | — |
| 22 | NexLife CRM | 4.9 | No | $300/mo | No | — | Yes | — |
| 23 | Onyx CRM | 4.9 | No | $99/mo | No | — | Yes | Yes |
| 24 | Oracle Fusion Cloud Marketing | 4.9 | No | — | — | — | — | — |
| 25 | SugarCRM | 4.9 | No | — | No | — | — | — |
Is your app on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which insurance CRM software is ranked first on Freedom251?
Odoo CRM is ranked #1 of 27 with a score of 7.6. Bitrix24 CRM is second and Freshsales third.
How many of these have a free plan?
5 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, NextAgency has the lowest first paid tier we found: $5.90/mo.
How is this list ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.