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description: Page 4 - Discover the best Insurance CRM Software for your organisation. Compare top Insurance CRM Software tools with customer reviews, pricing and free demos.
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title: Page 4 - Best Insurance CRM Software - 2026 Reviews, Pricing & Demos
---

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# Insurance CRM Software

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## Products

1. [Flexie CRM](https://www.softwareadvice.co.uk/software/106035/flexie) — 4.7/5 (30 reviews) — Flexie is a customer relationship management (CRM) solution designed to help businesses streamline operations related...
2. [CallProof](https://www.softwareadvice.co.uk/software/2942/callproof) — 4.1/5 (28 reviews) — CallProof is built for leaders who manage outside and field sales teams and want a simple way to know what’s really h...
3. [RAYNET CRM](https://www.softwareadvice.co.uk/software/19091/raynet) — 4.9/5 (27 reviews) — Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly or...
4. [Infor CRM](https://www.softwareadvice.co.uk/software/4874/infor-crm) — 3.7/5 (25 reviews) — Formerly Saleslogix, Infor CRM offers a flexible customer relationship management (CRM) system for managing relations...
5. [ConvergeHub](https://www.softwareadvice.co.uk/software/130747/convergehub) — 4.8/5 (24 reviews) — ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and m...
6. [Soffront CRM](https://www.softwareadvice.co.uk/software/2342/soffront-online) — 4.3/5 (24 reviews) — Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Sof...
7. [SmartOffice](https://www.softwareadvice.co.uk/software/8398/smartoffice) — 3.7/5 (17 reviews) — SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect w...
8. [Cool Life CRM](https://www.softwareadvice.co.uk/software/9722/cool-life-crm) — 4.4/5 (17 reviews) — Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various...
9. [SimpleWorks](https://www.softwareadvice.co.uk/software/335891/simplecrm) — 4.5/5 (15 reviews) — SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized an...
10. [SalezShark](https://www.softwareadvice.co.uk/software/29113/salezshark) — 4.7/5 (15 reviews) — SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in genera...
11. [LeadByte](https://www.softwareadvice.co.uk/software/140497/leadbyte) — 4.6/5 (13 reviews) — LeadByte is a robust software platform crafted to simplify lead management for those who buy and sell leads, making t...
12. [Pega CRM](https://www.softwareadvice.co.uk/software/4045/pega-crm) — 3.9/5 (13 reviews) — Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales,...
13. [AllProWebTools](https://www.softwareadvice.co.uk/software/26683/allprowebtools) — 4.6/5 (13 reviews) — AllProWebTools is a cloud-based customer relationship management (CRM) suite for small businesses that offers e-comme...
14. [Better Agency](https://www.softwareadvice.co.uk/software/183037/better-agency) — 4.0/5 (13 reviews) — Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, camp...
15. [AgentCubed](https://www.softwareadvice.co.uk/software/124696/agentcubed) — 4.4/5 (10 reviews) — AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users aut...
16. [Nextiva CRM](https://www.softwareadvice.co.uk/software/90997/nextivaservicecrm) — 3.6/5 (7 reviews) — The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. D...
17. [Interakt](https://www.softwareadvice.co.uk/software/22158/interakt) — 5.0/5 (5 reviews) — Interakt is a cloud-based customer relationship management (CRM) solution that caters to businesses of all sizes acro...
18. [Financial Services Cloud](https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (5 reviews) — Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance in...
19. [OneLink](https://www.softwareadvice.co.uk/software/64805/agencyintel) — 5.0/5 (5 reviews) — OneLink is a Health, Life \& Medicare agency management solution that helps businesses in healthcare, finance, ins...
20. [Target CRM](https://www.softwareadvice.co.uk/software/450151/Target-CRM) — 4.8/5 (5 reviews) — Target CRM is a customer relationship management software designed to help businesses manage and organize customer re...
21. [RedHorse CRM](https://www.softwareadvice.co.uk/software/11928/redhorse) — 3.5/5 (4 reviews) — RedHorse CRM is a windows-based contact manager solution for small and midsize businesses. The product features inclu...
22. [Zenith CRM](https://www.softwareadvice.co.uk/software/441658/zenith-crm) — 5.0/5 (4 reviews) — Z-CRM transforms how you connect with customers through a cloud-based, AI-powered CRM and comprehensive call center s...
23. [Maple CRM](https://www.softwareadvice.co.uk/software/30025/maple-crm) — 3.3/5 (3 reviews) — Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sal...
24. [HelloLeads](https://www.softwareadvice.co.uk/software/62589/helloleads) — 4.0/5 (3 reviews) — Why HelloLeads CRM? “ There are no simple, streamlined apps for tracking leads and clients in one spot. Most of them ...
25. [Onpipeline](https://www.softwareadvice.co.uk/software/91087/onpipeline) — 4.3/5 (3 reviews) — Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activit...

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## Related Categories

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It’s especially useful when your team is mobile, spread across territories, or hard to manage through traditional “desk CRM” tools.\n\nWhat CallProof helps you do\nCallProof brings sales tracking and pipeline management into one mobile-first workflow:\n\nReps can log calls, visits, meetings, and appointments quickly from the field\n\nNotes, outcomes, and follow-up tasks keep next steps organized\n\nOpportunities move through a clear pipeline so deals don’t disappear\n\nManagers get real-time dashboards and reports to coach with facts, spot gaps early, and forecast more confidently\n\nUnique benefits\n\nAccountability without micromanagement: Know the activity level and follow-through across the team in real time\n\nMore consistent follow-up: Tasks and reminders reduce dropped balls and stalled deals\n\nBetter coaching conversations: Move from “How’s it going?” to targeted coaching based on actual activity and pipeline movement\n\nFaster adoption for field teams: Mobile-first design reduces end-of-day admin and protects selling time\n\nImproved visibility for owners: Connect daily execution to pipeline performance so you can intervene early and scale what works\n\nCommon use cases\n\nStandardizing field activity (calls/visits) across territories\n\nRunning weekly sales meetings with clean reporting\n\nIncreasing touchpoint consistency for prospecting and account management\n\nImproving pipeline hygiene and stage discipline\n\nCoaching reps based on real behaviors, not opinions\n\nSupport & onboarding\nTeams typically start by importing contacts/leads, defining pipeline stages, and setting expectations for what reps should track daily. CallProof supports quick setup and ongoing coaching workflows so leaders can build habits and reporting that match how their team sells.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4edaf24f-6da8-4c5e-833b-ac2d03537093.png","url":"https://www.softwareadvice.co.uk/software/2942/callproof","@type":"ListItem"},{"name":"RAYNET CRM","position":3,"description":"Simplify your CRM.\n\nAll contacts, deals, your calendar, your sales pipeline analysis –? all in one place. \nPerfectly organized data that simplify your work and give you a thorough overview of your business.\n\nRAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective.\n\nWho, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals.\n\nWhy Raynet?\n- Smooth integration with you calendar, e-mail, phone and other applications,\n- all your data in one place,\n- your team can work from anywhere,\n- immediate analysis of your sales score,\n- increased productivity and effectiveness.\n\nFree trial for 30 days: Make sales easier.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c61aef26-f347-4810-84c5-7d16e01acd0c.jpeg","url":"https://www.softwareadvice.co.uk/software/19091/raynet","@type":"ListItem"},{"name":"Infor CRM","position":4,"description":"Formerly Saleslogix, Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer service activities and information across the enterprise. This system is suited for small to midsized businesses, mid-market organizations and departments within larger enterprises with fewer than 1,000 users.\n\nThis product's core is sales force automation (SFA), but its capabilities extend to marketing automation, campaign management, workflow automation, customer service and support and budget and revenue tracking. It offers international support and its customer base extends to multiple countries across the globe. This system offers mobile CRM capabilities, enabling users to manage accounts, contacts and opportunities all from their mobile devices.\n\nInfor CRM offers multiple deployment options including on-premises, cloud and hybrid environments with named, concurrent, flex and subscription licenses available. The platform runs on Microsoft SQL and Oracle database servers. Integration with Microsoft Exchange, Outlook and Lotus Notes is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bf575fed-a730-475e-aa5a-4d89f2588ee4.png","url":"https://www.softwareadvice.co.uk/software/4874/infor-crm","@type":"ListItem"},{"name":"ConvergeHub","position":5,"description":"ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads.\n\n\nUsers can add contact details manually or import them from Microsoft Outlook. Communication summaries show contact between employees and clients. Contact lists can also be exported into Excel and PDF formats. Users can view the products or services customers have purchased, as well as marketing performance reports. Campaigns can be targeted to specific customers and sent via email, direct mail, text message and social media. The system also offers users access to email templates.\n\n\nConvergeHub’s sales dashboard offers information on deals including expected close date, leads by source, lead acquisition and deal acquisition. Users can customize dashboard settings and visualize the pipeline at various stages. The deals management module stores lead information such as account name, assignee, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2518bb3-5eea-46fc-9d02-ed60a0cb71d4.png","url":"https://www.softwareadvice.co.uk/software/130747/convergehub","@type":"ListItem"},{"name":"Soffront CRM","position":6,"description":"Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Soffront can be installed in your network, in private and public clouds.\n\nUsing Soffront API you can integrate with your internal software. Soffront provides complete control over your database, backup, and security. You can apply your security policy and protect your valuable data.\n\nIf you use Soffront in a public cloud like AWS, you never share your database with clients like other service providers. You always have a separate database that you can secure and fully customize.\n\nSoffront provides a complete set of customization tools. You can design databases and forms freely without any column restrictions, apply validation, and more. Use Soffront rule engine to define alerts and escalations, build quotation and communication templates, and build flexible workflows. You can white label and offer flexible customer portals.\n\nSoffront offers flexible subscription plans and complete implementation help with 24x7 technical support, saving you money.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3069a11-57a9-4102-b739-e828a134db47.png","url":"https://www.softwareadvice.co.uk/software/2342/soffront-online","@type":"ListItem"},{"name":"SmartOffice","position":7,"description":"SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, the centralized platform helps improve marketing and reporting capabilities of businesses.\n\n\nFeatures of SmartOffice include multi-custodian aggregation, daily rate-of-return calculation, custom reporting, fee billing automation, a client mobile portal, anomaly monitoring, team onboarding, data conversion, cybersecurity and financial planning integration. Its fraud scrubbing module allows users to detect fraud and identify suspicious transactions to ensure brand reputation. \n\n\nAdditionally, SmartOffice allows users to track product and policy details, account values, activities, new businesses, in-force policies and provides an overall picture of client financials. It comes with pre-built templates related to birthdays, holidays and other important life events.\n\n\nSmartOffice can either be deployed on-premise or hosted in the cloud. Pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19a84ee5-149f-4b97-8ce9-c54b001cbaa4.jpeg","url":"https://www.softwareadvice.co.uk/software/8398/smartoffice","@type":"ListItem"},{"name":"Cool Life CRM","position":8,"description":"Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features include lead management, financial management, marketing automation integration, expense tracking and segmentation capabilities.\n\n\nCool Life CRM’s users can integrate the solution with their existing business processes and also manage communications, transactions, documents and more in a central database. The solution’s segmentation and account-based nurturing capabilities help users to manage interactions and communicate with customers individually or in bulk. \n\n\nAdditionally, Cool Life CRM features a custom reporting module that enables users to keep track of their organizations' performance.\n\n\nPricing is per month. Support is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/93077781-803d-4a3b-9e5c-1cbcf285faa2.png","url":"https://www.softwareadvice.co.uk/software/9722/cool-life-crm","@type":"ListItem"},{"name":"SimpleWorks","position":9,"description":"SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized and large enterprises in the Asia Pacific, Middle East, and North Africa regions. With headquarters in Singapore and development centers in Nagpur and Hyderabad, Simpleworks ensures high scalability and adheres to ISO 27001:2013 standards, providing a reliable and secure platform. Our expertise extends beyond the Asia Pacific region, allowing businesses in the Middle East and North Africa to leverage SimpleCRM's robust features and capabilities to streamline customer relationship management and drive business growth. With our comprehensive solution, businesses in these regions can enhance customer experiences, optimize processes, and achieve their CRM objectives with confidence.\n\nThe solution offers a diverse portfolio of products tailored to meet various business requirements. It includes an Omnichannel Support Centre System, Omnichannel Lead Management System, Marketing Automation, Sales Mobile App, Smart AI Chatbot, Digital Account Opening Solution (Mobile App & Bot), and AI-Based Predictive Analytics. This comprehensive range of products empowers businesses to streamline customer support, optimize lead management, automate marketing processes, enhance sales activities, and harness the power of AI for intelligent decision-making.\n\nBacked by a team of approximately 100 dedicated professionals with vast experience in over 400 CRM projects, SimpleCRM provides robust product support. The company has a global presence with sales and support offices and partners worldwide, ensuring exceptional service and assistance. With a track record of successful delivery and expertise gained from over 350 software projects, Simpleworks serves a notable customer base that includes prominent insurance and banking organizations across Asia.\n\nWhether catering to large enterprises with CRM users ranging from 500 to 5,000+ or SMBs with CRM users ranging from 5 to 500, SimpleCRM caters to the diverse needs of businesses in the Middle East, North Africa, South Asia, and Southeast Asia regions. Offering impressive product capabilities, reliable support, and extensive industry experience, SimpleCRM from Simpleworks emerges as the ideal CRM solution for businesses seeking to optimize customer management, drive growth, and stay ahead in a competitive market.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8cf34641-fc97-48f2-9529-e85ec1d5f46c.png","url":"https://www.softwareadvice.co.uk/software/335891/simplecrm","@type":"ListItem"},{"name":"SalezShark","position":10,"description":"SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in generating prospective leads and managing sales operations. Prospect data is collected from customer networks over social media platforms such as Facebook, LinkedIn, and Twitter. With this data users can increase conversion rates and enhance professional relationships. \n\nSalezShark provides a sales automation feature allowing the linking of contacts, leads, and accounts. It also provides predictive insights on leads, improving the sales lifecycle. The product helps in planning marketing expenditures, saving miscellaneous costs, and in integrating all sales & marketing efforts. Data driven decisions become standardized and ad-hoc business intelligence reports are created that tailor to specific business needs. SalezShark offers a 360 degree collaboration feature that enables following existing and potential customers on social media, which ultimately drives effective engagement and increases customer base.\n\nSalezshark's data as a service feature helps in searching a large volume of contacts and organizations quickly through various search parameters such as industry, geography, title, revenue size and employee count that can be added into customized lists. With this unique Relationship Cloud, users can successfully turn their leads into customers in no time.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8091ebb2-0509-44a2-9192-759486cc9163.png","url":"https://www.softwareadvice.co.uk/software/29113/salezshark","@type":"ListItem"},{"name":"LeadByte","position":11,"description":"LeadByte is a robust software platform crafted to simplify lead management for those who buy and sell leads, making the growth process more automated. \n\nWith LeadByte, companies can capture, verify, and promptly distribute leads, saving time and improving lead quality to enhance ROI. The software empowers users to save time, automate lead distribution, and optimize their marketing strategies for maximum return on investment. Whether you're a small business owner or a marketing professional, LeadByte is designed to make your lead management process seamless and efficient.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0122b664-5ca1-4021-9005-e1f39b5d0136.png","url":"https://www.softwareadvice.co.uk/software/140497/leadbyte","@type":"ListItem"},{"name":"Pega CRM","position":12,"description":"Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales, marketing and customer service capabilities into one solution. It also offers end-to-end automation and real-time artificial intelligence capabilities to drive insights around customer engagements.\n\n\nPega CRM's marketing feature provides tools to recognize and analyze customers' behavior and suggest the next best action for each customer. It can capture and connect customer's conversations across multiple channels to anticipate and stimulate their journey. The Sales Media Manager feature helps in identifying possible leads and opportunities within the sales pipeline. The solution supports integration with Outlook, Gmail and other Email service providers to manage emails and schedule meetings from a single interface.\n\n\nPega CRM is suitable for very large companies that need to process high volumes of complex customer inquiries. Due to its BPM-centric, model-based design, Pega CRM is designed to serve industries with frequent changes in high-complexity processes, such as healthcare, insurance and financial services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d8e0b03e-8758-42a6-ba65-9f1768f70eef.jpeg","url":"https://www.softwareadvice.co.uk/software/4045/pega-crm","@type":"ListItem"},{"name":"AllProWebTools","position":13,"description":"AllProWebTools is a cloud-based customer relationship management (CRM) suite for small businesses that offers e-commerce applications, marketing automation, sales force management and customer service and support. It provides a workflow timeline with real-time updates about business operations from customer activity, new orders or abandoned carts, to employee progress on tasks.\n\n\nAllPoWebTools base plan allows users to build their website, with unlimited web pages and blog posts and the option to add a shopping cart and secure checkout. The platform’s marketing tool tracks marketing campaigns from a single dashboard with reporting and analytics capabilities that detail the success of the campaigns.     \n\n\nA task manager and detailed time-card tracking tool create transparency into employee workflows and progress, while an inter-office instant messaging tool makes collaboration within the platform. Users can access reports to calculate the cost of employees versus the revenue they generate. Pricing is per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61bc0cee-85f3-42f6-bc3f-03e1af425c0e.png","url":"https://www.softwareadvice.co.uk/software/26683/allprowebtools","@type":"ListItem"},{"name":"Better Agency","position":14,"description":"Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conversion tracking, reviews, claims and cross-selling. Key features include document management, insurance rating, policy management, email marketing, task management, document storage and workflow management.\n\n\nTeams using Better Agency can automate tasks, emails, texts and notifications to staff members, clients or prospects. Using the dashboard, managers can gain insights into the premium sold and commissions generated by their agencies. Additionally, with pre-built email templates, the platform enables businesses to engage with their clients across the entire renewal process.\n\n\nThe application facilitates integration with Zapier, which allows insurance agencies to integrate the solution with a variety of tools and ensure the automation of claims processing. Better Agency is available on a monthly subscription basis and support is extended via email, live chat and inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4bcde5b9-c63e-4fb3-b3eb-6407eaad8acf.png","url":"https://www.softwareadvice.co.uk/software/183037/better-agency","@type":"ListItem"},{"name":"AgentCubed","position":15,"description":"AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based and offers sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. It connects with lead providers and aggregators to provide updated information on potential clients. Lead management module integrates inside sales with field sales and lead distribution.\n\n\nAgentCubed provides customer report builder feature that allows users to analyze hundreds of data points in multiple combinations to improve sales efforts. It also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. The activity dashboards provide a view of key performance metrics for all down-lines. Line-of-sight access can also be granted to down-line users so that those users only see the data that is relevant to their sub group. The solution is a fit for medium to large sized insurance companies. Support is offered via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1381fd8d-6c71-4b08-a908-9dd895de09fd.png","url":"https://www.softwareadvice.co.uk/software/124696/agentcubed","@type":"ListItem"},{"name":"Nextiva CRM","position":16,"description":"The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. Deliver a smooth and seamless customer experience with a unified sales and service CRM.\n\n\nNextiva's CRM does more than storing contact information. Businesses can easily track leads through their sales pipeline, making sure they don't slip through the cracks. Serve customers better with a full-featured help desk that can intelligently route cases to the correct team members.\n\n\nWhat makes Nextiva's CRM attractive for businesses is how it manages all of a company's communications—phone, chat, email and chat—on one platform. No third-party integrations are needed to streamline your workflow, increase sales and deliver outstanding customer service.\n\n\nBehind the scenes, Nextiva has a powerful automation engine that can save time handling repetitive tasks. It can move leads through your pipeline, follow up on customer requests or escalate cases to specific team members.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/86239cf8-27ce-460f-983b-d48675f976f4.png","url":"https://www.softwareadvice.co.uk/software/90997/nextivaservicecrm","@type":"ListItem"},{"name":"Interakt","position":17,"description":"Interakt is a cloud-based customer relationship management (CRM) solution that caters to businesses of all sizes across various industries.\n\n\nInterakt helps users capture leads. Existing leads can be imported into the system, divided into segments and nurtured in real-time. Interakt has a customer database where users can track customer sessions and activities. Each customer has a profile where users can track customer progress and group them into segments. Interakt also features email automation, which includes customizable templates and sends automated marketing and transactional emails.\n\n\nA live chat module is included in the solution. Users can engage new customers and provide live support for existing customers. Chat windows are customizable and an offline mode is offered.\n\n\nInterakt offers services on a monthly subscription basis that includes support via FAQs and through an online helpdesk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/139cb7e7-3095-4e19-a2d2-f317c0793937.png","url":"https://www.softwareadvice.co.uk/software/22158/interakt","@type":"ListItem"},{"name":"Financial Services Cloud","position":18,"description":"Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository.\n\nFinancial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback.\n\nFinancial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3b1c4f0f-6a29-4932-b64e-87a1e58a57d4.png","url":"https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud","@type":"ListItem"},{"name":"OneLink","position":19,"description":"OneLink is a Health, Life & Medicare agency management solution that helps businesses in healthcare, finance, insurance and other industries manage customer communication, retentions, conversions and more. Its lead management functionality lets supervisors assign leads to agents, add reference notes and organize lead data.\n\nOneLink enables administrators to create custom rules for different vendors, calculate and track agent commissions and monitor payouts using the integrated commission management functionality. It offers various features such as user access, client communication tracking, policy management and more. Additionally, managers can generate reports to gain visibility into metrics related to the performance of call campaigns, lead sources, and policy purchase via statistics and analytics.\n\nThe customer relationship management (CRM) system in OneLink allows teams to capture and store client name, addresses, income, policies and other information. It is available on monthly subscriptions and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d45bfd58-a8c7-4645-abde-0827bdf5fc8f.png","url":"https://www.softwareadvice.co.uk/software/64805/agencyintel","@type":"ListItem"},{"name":"Target CRM","position":20,"description":"Target CRM is a customer relationship management software designed to help businesses manage and organize customer relationships through a centralized system. It is suitable for businesses of various sizes and industries, providing tools to track leads, manage customer data, and streamline interactions throughout the customer lifecycle. The platform supports sales processes, marketing efforts, customer support operations, and project management workflows by maintaining comprehensive customer databases and offering insights into customer progress within the buying process.\n\nThe software includes marketing automation features for lead generation, lead nurturing, and campaign management. Sales automation tools enable tracking of customer details such as email addresses, customer types, purchase history, and sales pipeline stages. It also supports the creation and distribution of quotes and proposals. Support management features include ticket management, knowledge management, customer self-service portals, and support statistics. Additional features include project management with task tracking and milestone monitoring, inventory management, and analytics tools for measuring business performance against goals.\n\nTarget CRM is a customizable and secure platform that organizes customer data in one location. It includes email tracking, notifications for monitoring customer engagement, prospect tracking for managing leads, and meeting scheduling tools. The system collects and centralizes customer activity data, helping teams make informed decisions and streamline customer relationship management processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d4c52b81-a467-4153-b536-5bc404225693.jpeg","url":"https://www.softwareadvice.co.uk/software/450151/Target-CRM","@type":"ListItem"},{"name":"RedHorse CRM","position":21,"description":"RedHorse CRM is a windows-based contact manager solution for small and midsize businesses. The product features include customer service and support, knowledge base, project management, reporting, and more. It provides a library of pre-configured report templates to prepare regular or ad-hoc reports. The dashboard provides multiple charts and graphs to display sales metrics and leads data. Users can also use RedHorse Mobile, which gives users real-time access to contacts, calendar, and accounts. It is available on iOS, Android devices and web browsers.\n\n\nRedHorse CRM integrates with systems such as Microsoft Outlook, QuickBooks, Gmail and Constant Contact. Users can send bills and quotes directly into QuickBooks, sync calendars and emails between system and Outlook and manage campaign reporting through Constant Contact.\n\n\nRedHorse CRM is used by companies in industries including construction, advertising, legal and accounting. Pricing is per-seat licensing and is based on outright payment or monthly subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8e2ce34d-91d9-498e-b88b-9ecf4ac78a55.png","url":"https://www.softwareadvice.co.uk/software/11928/redhorse","@type":"ListItem"},{"name":"Zenith CRM","position":22,"description":"Z-CRM transforms how you connect with customers through a cloud-based, AI-powered CRM and comprehensive call center suite. Enhance your team's productivity with intelligent dialers, streamline multi-channel communication, and tailor the system to meet your unique business requirements. Enjoy secure, expandable operations with smart lead management and insightful analytics, all integrated flawlessly to reflect your brand identity. With Z-CRM, your business stays productive around the clock.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/146bb575-c209-490e-91ba-e6837a9471ef.jpeg","url":"https://www.softwareadvice.co.uk/software/441658/zenith-crm","@type":"ListItem"},{"name":"Maple CRM","position":23,"description":"Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sales (lead lifecycle) and operations (case processing) within a single platform.\n\n1. Lead & Sales Management\nThe system captures leads automatically from multiple sources like websites, Facebook, Google Ads, and landing pages, ensuring no inquiry is missed. It supports:\n✅ Lead tracking, scoring, and prequalification\n✅ Automated lead assignment and prioritization\n✅ Follow-ups, reminders, and activity tracking\n✅ Custom dashboards and reports\n\n2. Immigration Process & Case Management\nMaple CRM goes beyond a traditional CRM by handling end-to-end immigration workflows, including:\n✅ Multi-country process management\n✅ Task tracking and workflow automation\n✅ Case file management with timelines and status updates\n✅ Built-in assessment tools and evaluation reports\n✅ RCIC Form generators for easy Canada case filing\n\nThis ensures structured handling of applications and reduces delays caused by manual processes.\n\n3. Document & Agreement Handling\n\nThe platform provides centralized document management with:\n✅ Secure storage and document checklists\n✅ Easy retrieval and organization\n✅ Agreement generation using templates\n✅ Digital e-signatures\n\nThis reduces paperwork errors and speeds up onboarding and compliance.\n\n4. Client Portal & Experience\n\nA built-in client portal allows applicants to:\n\n✅ White-labelling to support Your-Brand\n✅ Track application status\n✅ Upload documents\n✅ View invoices and payment history\n✅ Document E-Signing with two-factor authentication\n\nThis improves transparency and reduces back-and-forth communication over standard communication channels.\n\n5. Billing & Payments\n\nMaple CRM includes financial tracking features such as:\n✅ Invoice and receipt generation\n✅ Payment tracking and instalment management\n✅ Automated reminders for dues\n\nThis ensures better revenue tracking and cash flow management.\n\n6. Mobility & Accessibility\n\nWith a mobile app, users can:\n\nManage leads and communications on the go\n✅ Receive instant notifications\n✅ Track activities and follow-ups\n✅ This supports field teams and improves response time.\n✅ Instant WhatsApp communication with the help of templates\n✅ Speech-to-text for easier client updates\n✅ Instant calling and call logging\n\n7. Positioning & Value\n\nMaple CRM is positioned as:\n\n✅ A CRM + ERP-like solution for immigration businesses\n✅ Designed for small, medium and large immigration firms with presence in multiple locations/countries\n✅ Focused on ease of use, automation, and productivity\n\nIts goal is to help agencies streamline operations, minimize manual work, and increase profitability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a89fadb-c000-4b8a-b13c-fc66aaf05af5.png","url":"https://www.softwareadvice.co.uk/software/30025/maple-crm","@type":"ListItem"},{"name":"HelloLeads","position":24,"description":"Why HelloLeads CRM?\n\n“ There are no simple, streamlined apps for tracking leads and clients in one spot. Most of them are overly complicated CRMs.\nThis is what is attracting me to HelloLeads CRM: Simplicity” said a user from Canada. In addition to being easy to learn and easy to use, HelloLeads CRM offers great business benefits that helps in accelerating sales conversions for your business. What’s more is, it is fairly priced and has a kind ‘real-person’ customer support.\n\nTop 3 reasons why businesses choose HelloLeads CRM (1)  Bring all leads in one place  (2) Rapid lead response and (3) Fail-safe follow ups\n\nKey benefits for your business\n\nLeads data from Websites, Facebook Ads, Excel sheets Telephone leads, Field Sales, Tradeshows and 3rd party lead gen platforms – bring them all to one place using HelloLeads CRM.\n\nConnect with your leads instantly using  automated emails and texts/SMS. Engage using WhatsApp, phone calls, text & emails–all from your favourite app HelloLeads CRM\n\nNo more missed leads or missed follow ups. Do regular, rigorous and recursive follow-ups with your leads and prospects using HelloLeads CRM and its reminder alarms.\n\nFeatures that generate more customers\n\n•\tFacebook lead ad integration\n•\tWhatsApp lead integrations\n•\tImport data from Excel and spreadsheets\n•\tCall CRM and phone integration\n•\tWebsite lead form integrations \n\nFeatures that save your time\n\n•\tAuto assign leads to your team members\n•\tAuto respond to leads in seconds\n•\tCreate no-code instant landing pages for your products and services\n•\tCheck-in and check-out when you make visits to your customers\n•\tFind leads near you during filed visits\n•\tReview your team’s performance\n•\tConnect with 100s other applications using Zapier or Pabbly \n•\tSend instant quotes and invoices\n•\tCheck the website for other interesting productivity features\nWho can use HelloLeads CRM\n\n•\tStartups, small businesses, mid-size enterprises\n•\tSales heads, marketing professionals, entrepreneurs, business owners\n•\tIndustries that use HelloLeads CRM : Real Estate | Business Services | Finance and Insurance | Consultancy | Education & Training| Manufacturing | Software & IT |  Trading\nHelloLeads CRM Pricing\n\nHelloLeads CRM comes with plans that suits your specific needs. HelloLeads is fairly priced and give you value for the money you spend. The pricing starts from USD 5-10 per user. To learn more about the plans and exact pricing for each plan visit HelloLeads CRM website. \n\nCustomers, Customer Testimonials and Customer Stories\n\nTo read customer testimonials and customer success stories visit ‘our customers’  section in the website. (Customer Testimonials for HelloLeads CRM)","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/501c3fac-66bc-40c6-8b68-a84e1715099c.png","url":"https://www.softwareadvice.co.uk/software/62589/helloleads","@type":"ListItem"},{"name":"Onpipeline","position":25,"description":"Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, reporting, and producing price quotes and invoices. \n\nThe immediate advantages of our system are that all customer details and history are conveniently stored in one place for both you and your team, The database can be tailored to accomodate specific fields that your industry or business requires, the sales process is kept under control.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fae5bf6f-8b80-449e-8058-8b224b704aa6.png","url":"https://www.softwareadvice.co.uk/software/91087/onpipeline","@type":"ListItem"}],"numberOfItems":25}
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