Odoo CRM helps teams manage sales opportunities through a pipeline, schedule follow-ups, and forecast sales.
Alternatives to Cove CRM
Bitrix24 CRM is a customer relationship management platform for sales pipeline management and email automation.
Freshsales is a customer relationship management platform for sales teams, combining lead management, customer communication, and deal tracking.
- 4

Zoho CRM
Zoho CRM provides sales teams with tools to manage leads, automate contact tracking and follow-ups, and measure sales performance.
Free planAndroidiOSWebAPI8.3From $14 a month - 5

InsuredMine
InsuredMine is an AI-powered CRM for insurance agencies, designed to work alongside an agency management system.
Free planAndroidiOSWebAPI8.0From $69 a month - 6

HubSpot CRM
HubSpot CRM brings customer data and reporting into a unified view, with tools for managing sales activity and team conversations.
Free planAndroidiOS7.9From $15 a month - 7

Nutshell
Nutshell is a paid CRM with a visual sales pipeline, email sync, marketing automation, AI features, and mobile apps.
AndroidiOSWebAPI7.9 - 8

Pipedrive
AndroidiOSWebAPI7.9From $14 a month - 9
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud brings customer data from banking, wealth, and insurance platforms together to support personalized engagement…
AndroidiOSWebAPI7.7From $325 a month - 10
Microsoft Dynamics 365 Sales
AndroidiOSWebAPI7.6 - 11
LeadSquared
AndroidiOSWebAPI7.5 - 12

Creatio CRM
Creatio CRM is an AI CRM and workflow platform for marketing, sales, and service.
AndroidiOSWebAPI7.4 - 13

AgencyBloc AMS+
AgencyBloc AMS+ is a web-based agency management system for health insurance organizations, including independent agencies and wholesale IMO/FMOs.
AndroidWebAPI7.3From $109 a month - 147.3From $49 a month
- 15
NexLife CRM
NexLife CRM is web-based CRM and client-intake software for licensed life insurance agents.
Free planWebAPI7.2From $300 a month - 16

SugarCRM
AndroidiOSWebAPI7.1 - 17

AgencyZoom
AgencyZoom is a sales and automation platform for insurance agents and agencies, with a lead manager for tracking opportunities through a pipeline.
AndroidiOSWeb6.9From $99 a month - 18

Act!
Act! is customer relationship management software with a visual sales pipeline, email sync, marketing automation, AI features, and a mobile app.
AndroidiOSWeb6.8From $30 a month - 19
HubSpot Live Chat
Free planAndroidiOSWeb6.7Free plan - 20

NextAgency
NextAgency is agency management and CRM software for agencies selling benefits, senior, and life insurance policies.
AndroidiOSWeb6.7From $850 a year - 21

Fat Agent
Fat Agent is an insurance operating system for independent agencies handling property and casualty, life and health, or both.
iOSWebAPI6.3From $50 a month - 22
Insureio
Insureio is a cloud-based CRM for insurance advisors, agents, and firms, combining lead, client, sales, and marketing workflows.
WebExtension6.3From $25 a month - 23

Oracle Fusion Cloud Sales
Oracle Fusion Cloud Sales brings sales automation, quoting, customer buying, order management, billing, and renewals together on one platform.
AndroidiOSWebAPI6.2 - 24
Applied Epic for Salesforce
Applied Epic for Salesforce connects Salesforce with Applied Epic for insurance sales and servicing teams.
WebAPI6.1 - 25
SAP Commerce Cloud
WebAPI6.1 - 265.9From $4 a month
- 275.9From $99 a month
- 28

PolicyTek
PolicyTek is a CRM and agency management platform for life insurance professionals, available on the web and through an API.
WebAPI5.4 - 29
Vaatun Vantage
Vaatun Vantage is an AI-native ERP and CRM for insurance brokers, available through web and API.
WebAPI5.3 - 30
GloveBoxCRM
AndroidiOSWeb5.2

