Top 10 Alternatives to Agent CRM Recently Reviewed By G2 Community
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Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it combines AI, automation, and insights in one easy-to-use platform, so reps can sell smarter and scale without added complexity.
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
Vtiger All-In-One CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support.
Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies.
SalesMate is a CRM tool that enriches customer interactions, boosts sales productivity and helps win more deals.
Small business CRM, e-commerce, email and social marketing solution all in one place
Insured-Mine is a cloud-based insurance dashboard to store all your insurance information (Data & Documents). It helps you organize your insurance details into a simple easy to use dashboard with analytics for understanding of your insurance and risk management
TeleCRM is a tele-calling , sales CRM and automation app. It has got a ton of features and integrations to help you boost your sales. Below there is a list of things TeleCRM will do automatically for you so that you focus on closing more sales. - Automatic Lead capture from various portals like FB ads, Google Ads, WhatsApp, 99Acres, MagicBricks, and the list goes on... - Assign leads to your team members automatically - Automatic call dialing and recording so that you never waste your time typing numbers or setting reminders for follow-up calls. - Automatic followup calls scheduling so that no one in your team ever misses a follow-up call. - Detailed automatic employee tracking and reporting to see how many calls they are making and how many sales they are closing. With detailed daily, weekly and monthly reports. And much more.
unLocked CRM is a fully autonomous, insurance-native CRM built exclusively for agents selling Life, Annuity, Medicare, and Health. It delivers instant quoting across 1,228 integrated carriers, automatic commission tracking for 332 carriers, and AI-powered sales automation, eliminating manual data entry and letting agents focus on selling. The platform includes built-in calling, e-signatures, license auto-sync, and a natural-language AI quoting engine that recommends the best plans across all product lines from a single conversation. Designed for 60-second activation, unLocked is purpose-built from the ground up, not a white-labeled generic CRM, to match the workflows insurance professionals actually use. Intended clients include independent agents, agency owners, IMOs, FMOs, and organizations seeking a single platform to quote, sell, and manage commissions across every major insurance product line.
QuoteBind AI is automation software for insurance agencies that uses artificial intelligence to handle administrative and client-facing tasks. It automates quote responses, lead follow-ups, renewal and payment reminders, and certificate issuance. Operating 24/7, it captures leads via website integration, re-engages unresponsive leads, and reduces policy lapses with timely reminders. The platform offers personalized cross-sell suggestions, identifies at-risk clients, and instantly issues certificates of insurance with automated e-signature tracking. It integrates with CRM and AMS systems, logging conversations automatically. An owner dashboard centralizes leads, renewals, and risk alerts, while a client portal allows customers to access policy details. Setup includes an audit, custom integration, testing, and ongoing support.