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Act! vs Caspian

Both stand on insurance crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Act!

Free trial WebiPhoneAndroid

Choose Act! if your team wants a sales pipeline, email sync, marketing automation, and mobile access in one CRM. Look elsewhere if you need a free plan or a listed billing option other than annual.

Visit Act!

Caspian

Free trial APIWeb

Caspian combines insurance-focused CRM, lead handling, communications, scheduling, and compliance features. A free Starter option is listed, while Basic usage fees are separate from its monthly price.

Visit Caspian

The facts

Act!Caspian
Free planA free trialA free trial
Open sourceNoNot published
Runs onWeb, iPhone, AndroidAPI, Web
Lowest paid planAct! Advantage Standard: $30 a monthBasic: $49 per agent a month
Plans published34
MakerAct!Not published
Websiteact.comcaspiansol.com
On insurance crm software#8 of 31#12 of 31

Act!: what it does well

  • Visual sales pipeline for tracking opportunities
  • Email sync and marketing automation are included
  • AI features are included
  • Available on web, iOS, and Android
  • Three annual plans include stated email and storage allowances

What to know first

  • No free plan
  • The trial lasts 14 days
  • Plans are billed annually

Caspian: what it does well

  • Free Starter plan is available.
  • Supports auto, home, life, health, and commercial lines.
  • Automates appointment follow-up and missed-call texts.
  • Includes consent tracking and quiet hours.
  • Offers web access and an open API.

What to know first

  • Basic usage fees are billed separately.
  • Professional is marked coming soon.
  • Paid plans start at $49 per agent/month.

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