Top Free Insurance CRM Software

Check out our list of free Insurance CRM Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Insurance CRM Software to ensure you get the right product.

View Free Insurance CRM Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
6 Insurance CRM Products Available
View all Insurance CRM Software
View all Insurance CRM Software

HubSpot Sales Hub

(13,642)4.4 out of 5
Entry Level Price:Free
1st Easiest To Use in Insurance CRM software
View top Consulting Services for HubSpot Sales Hub
OverviewSeller Details
Product Description

Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Propositio

Users: Account Executive, Sales Development Representative · Industries: Computer Software, Information Technology and Services · Market Segment: 60% Small-Business, 35% Mid-Market
User Sentiment

Reviewers appreciate the platform's user-friendly interface, easy initial setup, and powerful automation features that save time and ensure no leads are missed, making the sales process more consistent and efficient. Reviewers mentioned limitations such as higher pricing as you scale, limited customization in lower-tier plans, basic reporting compared to advanced CRMs, and occasional technical issues.

Seller Details
Year Founded
2006
HQ Location
Cambridge, MA
Company Website
https://www.HubSpot.com
Twitter
@HubSpot
LinkedIn® Page
https://www.linkedin.com/company/68529/
Ownership
NYSE:HUBS
Phone
+1.888.482.7768

Zoho CRM

(2,903)4.1 out of 5
Entry Level Price:Free
3rd Easiest To Use in Insurance CRM software
View top Consulting Services for Zoho CRM
OverviewSeller Details
Product Description

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

Users: Owner, CEO · Industries: Information Technology and Services, Computer Software · Market Segment: 62% Small-Business, 33% Mid-Market
User Sentiment

Reviewers frequently mention the flexibility and practicality of Zoho CRM for daily business use, with the lead pipeline and automation features being particularly useful. Users reported occasional complexity, integration quirks, and a learning curve, with the initial setup and customization being particularly challenging for new users.

Seller Details
Year Founded
1996
HQ Location
Austin, TX
Company Website
https://www.zoho.com
Twitter
@Zoho
LinkedIn® Page
https://www.linkedin.com/company/38373/
Phone
+1 (888) 900-9646
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Salesmate

(111)4.7 out of 5
Entry Level Price:$23.00
OverviewSeller Details
Product Description

Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes cus

Users: Owner · Industries: Marketing and Advertising, Computer Software · Market Segment: 77% Small-Business, 14% Mid-Market
User Sentiment

Reviewers appreciate the intuitive interface, automation features, and the ability to manage various tasks such as client calls and integrations, which have directly improved their lead conversions and made their daily workflow more efficient. Reviewers experienced issues with the customer support, the lack of a multi-user single login option, complications with the A2P setup, and the workflow automation with other CRMs not being as smooth as expected.

Seller Details
Year Founded
2016
HQ Location
Charlotte, NC
Company Website
https://www.salesmate.io
Twitter
@SalesmateIO
LinkedIn® Page
https://www.linkedin.com/company/salesmate/about

Vtiger All-In-One CRM

(413)4.3 out of 5
Entry Level Price:$12.00
OverviewWhat G2 Users Think
Product Description

Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provi

Users: CEO, Managing Director · Industries: Information Technology and Services, Computer Software · Market Segment: 69% Small-Business, 29% Mid-Market
What G2 Users ThinkSeller Details
Verified User in Computer & Network Security
AC
It is an all-in-one review. Almost everything you needed can be found on the CRM though the options are very limited to free edition users. It is... Read review
David M.
DM
I like that vTiger can hold all of the data necessary in a CRM and is customizable to organize the different information in an understandable way.... Read review
Seller Details
Year Founded
2004
HQ Location
Cupertino, California
Company Website
https://www.vtiger.com
Twitter
@vtigercrm
LinkedIn® Page
https://www.linkedin.com/company/1270573/
Phone
1-877-784-9277

InsuredMine

(16)4.7 out of 5
Free trial available
View top Consulting Services for InsuredMine
OverviewWhat G2 Users Think
Product Description

InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by conver

Industries: Insurance · Market Segment: 100% Small-Business
What G2 Users ThinkSeller Details
RP
The ease of automation and sharing docs with clients. Insuredmine has allowed us to free up time in order to increase our income producing activities. Read review
Patrick I.
PI
This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up... Read review
Seller Details
Year Founded
2018
HQ Location
Plano, US
Company Website
https://insuredmine.com/
Twitter
@InsuredMine
LinkedIn® Page
https://www.linkedin.com/company/16192926/

Keap

(18)3.9 out of 5
Entry Level Price:Starting at $249.00
View top Consulting Services for Keap
OverviewWhat G2 Users Think
Product Description

Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and r

Industries: Marketing and Advertising, Professional Training & Coaching · Market Segment: 83% Small-Business, 11% Mid-Market
What G2 Users ThinkSeller Details
Randall U.
RU
It's intuitive to use. It's an all-in-one package. The support team is by far the most excellent in the industry, compared to Salesforce, Hubspot,... Read review
Victoria G.
VG
I loved the way that Keap allowed users to tag and categorize people and companies. It was top-notch. I also greatly enjoyed the ease of use. It... Read review
Seller Details
Year Founded
2012
HQ Location
Dallas, TX
Company Website
https://Thryv.com
Twitter
@thryv
LinkedIn® Page
https://www.linkedin.com/company/thryvinc
Ownership
NASDAQ: THRY