Top 10 Agent CRM Alternatives & Competitors

The Insurance CRM Software solutions below are the most common alternatives that users and reviewers compare with Agent CRM. Other important factors to consider when researching alternatives to Agent CRM include reliability and ease of use. The best overall Agent CRM alternative is HubSpot Sales Hub. Other similar apps like Agent CRM are Zoho CRM, Vtiger All-In-One CRM, Salesmate, and AgencyZoom. Agent CRM alternatives can be found in Insurance CRM Software but may also be in CRM Software or Outbound Call Tracking Software.

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Best Paid & Free Alternatives to Agent CRM

HubSpot Sales Hub
Zoho CRM
Vtiger All-In-One CRM
Salesmate
AgencyZoom
InsuredMine
Keap
TeleCRM

Top 10 Alternatives to Agent CRM Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Agent CRM stacks up to the competition and find the best product for your business.

HubSpot Sales Hub

By HubSpot

4.4/5

(13,383)

Product Description

Categories in common with Agent CRM:

By Zoho

Product Description

Categories in common with Agent CRM:

Insurance CRM

Vtiger All-In-One CRM

By Vtiger

4.3/5

(412)

Product Description

Categories in common with Agent CRM:

Insurance CRM

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AgencyZoom

By Vertafore

4.6/5

(54)

Product Description

Categories in common with Agent CRM:

By InsuredMine

Product Description

Categories in common with Agent CRM:

By Thryv

Product Description

Categories in common with Agent CRM:

Insurance CRM

TeleCRM

By Flamon Cloudtech Pvt Ltd

4.5/5

(3)

Product Description

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.

Categories in common with Agent CRM:

Insurance CRM

Better.agency

By Better Agency

Product Description

Better Agency is an all-in-one platform designed specifically for insurance agents, offering a comprehensive solution for marketing, prospecting, sales, and client retention. By integrating a sales-driven Agency Management System and Customer Relationship Management , it streamlines agency operations, enabling agents to manage the entire customer lifecycle efficiently. With over 100 pre-built automation campaigns, Better Agency empowers agencies to enhance productivity and focus on growth without the complexity of multiple systems. Key Features and Functionality: - Automated Campaigns: Access to more than 100 pre-built SMS, email, and task automation campaigns tailored for sales, service, claims, and renewals, facilitating consistent and effective client engagement. - Agency Video Proposals: Create personalized, branded video proposals to build trust and improve conversion rates with prospects. - Two-Way Email Sync: Seamless integration with email platforms ensures all communications are automatically attached to the relevant contact records, enhancing tracking and collaboration. - Customizable Pipelines: Tailor sales pipelines to match specific agency workflows, improving lead tracking and sales performance. - Document Storage: Securely store and manage client documents within the platform, ensuring easy access and data ownership. - Zapier Integration: Connect with thousands of third-party applications via Zapier, expanding workflow possibilities and automating tasks beyond the core platform. Primary Value and Solutions Provided: Better Agency addresses the common challenge of independent insurance agencies relying on disparate tools not designed for their specific needs. By offering a unified system that combines AMS and CRM functionalities with robust automation, it eliminates the need for "duct-taping" multiple tools together. This integration leads to increased efficiency, allowing agents to focus on selling more policies and retaining customers. The platform's user-friendly design and comprehensive support ensure quick onboarding, enabling agencies to see a positive return on investment promptly.

Categories in common with Agent CRM:

Insurance CRM

InsureCRM

By Damco Solutions

Product Description

InsureCRM is a digital CRM solution for insurance agents, brokers, and carriers. It empowers insurers with automation and digital capabilities for providing consistent and relevant customer experiences. The insurance CRM software helps insurance businesses of all sizes improve sales, automate workflows, and make data-driven decisions to accelerate growth. The comprehensive platform brings lead management, client servicing, underwriting, claims processing, and more under the same roof.

Categories in common with Agent CRM:

Insurance CRM