Applied Epic for Salesforce vs InsuredMine

Applied Epic for Salesforce

5.9 #19 in Insurance CRM Software

About Applied Epic for Salesforce

InsuredMine

6.1 #16 in Financial Services CRM Software

About InsuredMine
Applied Epic for SalesforceInsuredMine
Free trialYes
PlatformsWebAndroid, iOS, Web
Sales pipelinesYes
Renewal trackingYes
Agent managementYes
Free planNo
Opportunity managementYes
Client portalYes
Audit trailYes
Deploymentcloud
Email and calendar syncYes

Listed together in Best Insurance CRM Software