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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
(13,499)4.4 out of 5
Optimized for quick response
1st Easiest To Use in Insurance CRM software
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Sales Hub is a sales tool that offers features such as automation, email tracking, and CRM integration to manage leads, deals, and sales pipelines.
    • Users frequently mention the ease of use, the centralization of all sales activities in one place, and the automation of routine tasks as key benefits of the platform.
    • Reviewers experienced issues with the complexity of advanced features, limitations in customization, and a steep increase in cost as the business scales and requires more features.
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    786,181 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,675 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Sales Hub is a sales tool that offers features such as automation, email tracking, and CRM integration to manage leads, deals, and sales pipelines.
  • Users frequently mention the ease of use, the centralization of all sales activities in one place, and the automation of routine tasks as key benefits of the platform.
  • Reviewers experienced issues with the complexity of advanced features, limitations in customization, and a steep increase in cost as the business scales and requires more features.
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
786,181 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
Zoho CRM
(2,882)4.1 out of 5
Optimized for quick response
3rd Easiest To Use in Insurance CRM software
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customer relationship management software that offers features such as centralized communication, integration with other Zoho products, custom widgets, and a scripting language.
    • Users frequently mention the flexibility of Zoho CRM, its ease of customization, the ability to create and assign tasks with specific urgency levels, and its integration with Google Workspace as key benefits.
    • Users reported issues with the learning curve of Zoho CRM, occasional mix-ups with leads, limited personalization in fields, and inconsistencies in functionality.
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,812 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,794 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customer relationship management software that offers features such as centralized communication, integration with other Zoho products, custom widgets, and a scripting language.
  • Users frequently mention the flexibility of Zoho CRM, its ease of customization, the ability to create and assign tasks with specific urgency levels, and its integration with Google Workspace as key benefits.
  • Users reported issues with the learning curve of Zoho CRM, occasional mix-ups with leads, limited personalization in fields, and inconsistencies in functionality.
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,812 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
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Salesmate
(110)4.7 out of 5
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Entry Level Price:$23.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • 78% Small-Business
    • 15% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesmate is a CRM and lead tracking software that helps manage and track lead status for businesses.
    • 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
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesmate
    Company Website
    Year Founded
    2016
    HQ Location
    Charlotte, NC
    Twitter
    @SalesmateIO
    2,131 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • 78% Small-Business
  • 15% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesmate is a CRM and lead tracking software that helps manage and track lead status for businesses.
  • 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
Seller
Salesmate
Company Website
Year Founded
2016
HQ Location
Charlotte, NC
Twitter
@SalesmateIO
2,131 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Vtiger All-In-One CRM
(412)4.3 out of 5
Save to My Lists
Entry Level Price:$12.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 Think
    Expand/Collapse What G2 Users Think
    • 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
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vtiger
    Year Founded
    2004
    HQ Location
    Cupertino, California
    Twitter
    @vtigercrm
    2,694 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    242 employees on LinkedIn®
    Phone
    1-877-784-9277
Product Description
How are these determined?Information
This description is provided by the seller.

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
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
Seller
Vtiger
Year Founded
2004
HQ Location
Cupertino, California
Twitter
@vtigercrm
2,694 Twitter followers
LinkedIn® Page
www.linkedin.com
242 employees on LinkedIn®
Phone
1-877-784-9277
InsuredMine
(16)4.7 out of 5
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Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 100% Small-Business
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    InsuredMine
    Year Founded
    2018
    HQ Location
    Plano, US
    Twitter
    @InsuredMine
    994 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    83 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Insurance
Market Segment
  • 100% Small-Business
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
Seller
InsuredMine
Year Founded
2018
HQ Location
Plano, US
Twitter
@InsuredMine
994 Twitter followers
LinkedIn® Page
www.linkedin.com
83 employees on LinkedIn®
Keap
(9)4.0 out of 5
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Entry Level Price:Starting at $249.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Professional Training & Coaching
    Market Segment
    • 78% Small-Business
    • 11% Mid-Market
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Thryv
    Year Founded
    2012
    HQ Location
    Dallas, TX
    Twitter
    @thryv
    8,466 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,905 employees on LinkedIn®
    Ownership
    NASDAQ: THRY
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Marketing and Advertising
  • Professional Training & Coaching
Market Segment
  • 78% Small-Business
  • 11% Mid-Market
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
Seller Details
Seller
Thryv
Year Founded
2012
HQ Location
Dallas, TX
Twitter
@thryv
8,466 Twitter followers
LinkedIn® Page
www.linkedin.com
5,905 employees on LinkedIn®
Ownership
NASDAQ: THRY