Top 10 Agent CRM Alternatives & Competitors

Top 10 Alternatives to Agent CRM Recently Reviewed By G2 Community

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HubSpot Sales Hub
By HubSpot
4.4/5
(13,509)
Product Description
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.
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Categories in common with Agent CRM:
Insurance CRM

Zoho CRM
By Zoho
4.1/5
(2,884)
Product Description
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
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Categories in common with Agent CRM:
Insurance CRM

Vtiger All-In-One CRM
By Vtiger
4.3/5
(412)
Product Description
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.
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Categories in common with Agent CRM:
Insurance CRM
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AgencyZoom
By Vertafore
4.5/5
(56)
Product Description
Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies.
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Categories in common with Agent CRM:
Insurance CRM

InsuredMine
By InsuredMine
4.7/5
(16)
Product Description
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
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Categories in common with Agent CRM:
Insurance CRM

Keap
By Thryv
4.1/5
(10)
Product Description
Small business CRM, e-commerce, email and social marketing solution all in one place
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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.
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Categories in common with Agent CRM:
Insurance CRM

insureio
By insureio
Product Description
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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.
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Categories in common with Agent CRM:
Insurance CRM

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