
Fat Agent
6.3#21 in insurance crm softwareFrom $50 a monthiOSWebAPI
Visit
Fat Agent suits independent insurance agencies that want customer records, quoting, communications, and agency workflows in one platform. Its iPhone app is for agents managing leads and client conversations on mobile.
Odoo CRM suits sales teams that need a visual opportunity pipeline, lead scoring, and automation for follow-ups and assignments. It can also suit businesses looking to use CRM alongside other Odoo apps, with mobile access and connections to calendars and communication channels.