Onyx CRM
Onyx CRM is a web-based, AI-powered CRM built specifically for insurance agents.
What Onyx CRM is
Onyx CRM is a web-based, AI-powered CRM built specifically for insurance agents. It contacts leads by text, email or call, uses AI to qualify them and can book appointments automatically. A unified inbox combines emails, texts, calls and voicemails. Seven pre-built Stacks cover Mortgage Protection, Final Expense, Life, Medicare, Health, IUL and Annuity insurance, alongside sales pipelines, renewal tracking and email automation. Named integrations include Google Calendar, Outlook, Twilio, Zapier and Slack, with support for more than 50 additional integrations. Core costs $99 a month and includes the Stacks, text campaigns, basic automations and onboarding. Prime costs $149 a month and adds AI booking, advanced features, reactivation, annual reviews and custom workflows. Elite AI costs $499 a month plus a $1499 setup fee, adding voice reception, phone booking, simulations, account management and custom integrations.
Good
- Insurance-specific pre-built Stacks
- AI lead qualification and booking
- Unified communications inbox
- 50+ additional integrations stated
- 14-day money-back guarantee
Watch out
- No free plan or trial
- Elite AI adds a $1499 setup fee
- Built specifically for insurance agents
Who it suits
It suits independent insurance agents seeking lead follow-up, booking and insurance-specific workflows in a web CRM. The plans also target users needing integrations, onboarding and varying support levels.
Verdict
Onyx CRM centers insurance sales follow-up, communication and appointment workflows in one web product. Its three paid tiers expand automation, support and AI capabilities, with no free plan or trial listed.
Plans and prices
From Onyx CRM's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Core | $99 a month | All 7 Onyx Stacks · Pre-Built Text Campaigns · Unified Inbox · Basic Automations · Slack Channel Support · Done-For-You Onboarding · $99/month |
| Prime | $149 a month | Everything in Core · AI Appointment Booking · Advanced AI Features · Database Reactivation · Annual Review Automation · Priority Support · Custom Workflows · $149/month |
| Elite AI | $499 a month | 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/month + $1499 setup |
The facts
Each one read from Onyx CRM's own pages, with the date it was checked.
The company
- Company
- The privacy policy identifies the company as Quantum Automation Pty Ltd and lists a mailing address in Port Melbourne, Victoria, Australia.checked 4 Oct 2026
What it does
- 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.checked 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.checked 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.checked 4 Oct 2026
- Insurance workflows
- Onyx offers seven pre-built Stacks for Mortgage Protection, Final Expense, Life, Medicare, Health, IUL, and Annuity insurance.checked 4 Oct 2026
- Integrations
- The homepage names Google Calendar, Outlook, Twilio, Zapier, and Slack, and says it supports 50+ more integrations.checked 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.checked 4 Oct 2026
- Product
- Onyx describes itself as an AI-powered CRM built specifically for insurance agents.checked 4 Oct 2026
- Refund policy
- Onyx advertises a 14-day money-back guarantee and says there are no long-term contracts.checked 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.checked 4 Oct 2026
- Setup
- Onyx says it provides done-for-you onboarding and that most agents go live within 48 hours.checked 4 Oct 2026
- Support
- The Core plan includes Slack Channel Support, Prime includes Priority Support, and Elite AI includes a Dedicated Account Manager.checked 4 Oct 2026
- Unified inbox
- Its unified inbox brings emails, texts, calls, and voicemails together.checked 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.checked 4 Oct 2026
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