Caspian
7.3#14 in insurance crm softwareFrom $49 a monthFree planWebAPI
VisitCaspian vs Freshsales
Freshsales
9.1#5 in crm softwareFrom $108 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Caspian | Freshsales |
|---|---|---|
| Automation | AI workflows can send texts, emails, and ringless voicemails, trigger missed-call text backs, and automate appointment follow-up. | Freshsales supports task management, auto-assignment rules, sales sequences, workflows, and internal notifications. |
| Headquarters | Tampa, Florida, United States | San Mateo, California, USA |
| Integrations | Professional pricing says it includes premium integrations, while the public pricing page does not name the individual services. | Freshsales integrates with more than 100 apps through the Freshworks Marketplace and provides APIs for custom integrations. |
| Product | Caspian is an AI-powered CRM and operating system for U.S. insurance agents across auto, home, life, health, and commercial lines. | Freshsales is an easy-to-use, AI-powered customer relationship management software solution built by Freshworks. |
| Security | The privacy policy says Caspian uses encryption, access controls, security testing, and regular backups as technical, administrative, and physical safeguards. | Freshworks’ Trust Center lists ISO/IEC 27001:2022, ISO/IEC 27701:2019, SOC 3, SOC 2 Type 2, and other compliance materials. |
| Support | The platform advertises 24/7 support, with Basic offering basic support and higher plans offering priority support. | Freshsales support documentation includes integration guides for QuickBooks, Xero, Google contacts, SMS, Jira, Shopify, Microsoft Teams, WooCommerce, and Freshworks products. |
| Workflow automation | A visual workflow builder supports branching sales cadences, lead assignment, follow-ups, appointment reminders, tags, SLA timers, and missed-call texting. | The Growth plan includes basic workflows for automating repetitive tasks. |
Caspian plans
- StarterFree
- Basic$49 a month
- Professional$149 a month
- Team/Enterprise$1,499 a month
Freshsales plans
- FreeFree
- Growth$108 a year
- Pro$468 a year
- Enterprise$708 a year
Pick Caspian if…
Caspian suits independent insurance agents, agencies and call centers seeking insurance-specific customer workflows and reporting. Agency leaders may also find its team dashboards and agent management tools relevant.
Pick Freshsales if…
Freshsales may suit sales teams that need lead tracking, customer communications, and deal pipeline management. Its mobile apps include offline tools for working away from a connection.