---
description: Compare the best Insurance CRM Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Insurance CRM Software - Prices & Reviews - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Insurance CRM Software](https://www.capterra.co.nz/directory/32554/insurance-crm/software)

# Insurance CRM Software

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> Insurance CRM software helps agencies generate leads, manage marketing campaigns, and optimize client communication, streamlining overall insurance sales processes. This type of software commonly provides tools to manage prospects, contacts, sales activities, estimates, and more.

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## Products

1. [Creatio CRM](https://www.capterra.co.nz/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) — Best-in-class financial services CRM and workflow platform with no-code and AI at its core.
2. [Salesforce Sales Cloud](https://www.capterra.co.nz/software/61368/salesforce) — 4.4/5 (18768 reviews) — Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
3. [Mailchimp](https://www.capterra.co.nz/software/110228/mailchimp) — 4.5/5 (17572 reviews) — Mailchimp: the \#1 email marketing platform with 11M+ users worldwide, offering AI-powered insights \& content creation tools.
4. [Zoho CRM](https://www.capterra.co.nz/software/155928/zoho-crm) — 4.3/5 (6964 reviews) — CRM solution that helps businesses with sales force automation, process management, journey orchestration, marketing automation \& more.
5. [Dynamics 365](https://www.capterra.co.nz/software/157279/dynamics-365) — 4.4/5 (5811 reviews) — Dynamics 365 offers integrated business management solution that automates financial, customer relationship and supply chain processes.
6. [HubSpot CRM](https://www.capterra.co.nz/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) — Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers.
7. [Zendesk Suite](https://www.capterra.co.nz/software/164283/zendesk) — 4.4/5 (4072 reviews) — Zendesk is a cloud-based platform enabling businesses to offer customer support via text, mobile, phone, email, chat, and social media.
8. [Pipedrive](https://www.capterra.co.nz/software/132666/pipedrive) — 4.5/5 (3042 reviews) — Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.
9. [Zoho Desk](https://www.capterra.co.nz/software/169505/zoho-desk) — 4.5/5 (2211 reviews) — Cloud and mobile-based help desk software that enables businesses to deliver customer support and enhance service quality.
10. [NetSuite](https://www.capterra.co.nz/software/135757/netsuite) — 4.2/5 (2003 reviews) — Web-based \& AI-powered enterprise resource planning (ERP) tool that gives businesses the visibility \& control needed to make decisions.
11. [Keap](https://www.capterra.co.nz/software/76390/infusionsoft) — 4.1/5 (1298 reviews) — The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place.
12. [Odoo](https://www.capterra.co.nz/software/135618/odoo) — 4.2/5 (1294 reviews) — Odoo is an all-in-one open-source business platform for CRM, Sales, Accounting, Website, eCommerce, POS, Inventory, HR, and more.
13. [Bitrix24](https://www.capterra.co.nz/software/113540/bitrix24) — 4.2/5 (984 reviews) — Bitrix24 is an AI-powered online workspace designed to help businesses manage their clients, sales, projects, and teams.
14. [EngageBay CRM](https://www.capterra.co.nz/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) — AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.
15. [Act\!](https://www.capterra.co.nz/software/133171/act) — 3.9/5 (857 reviews) — Act\! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.
16. [Salesforce Service Cloud](https://www.capterra.co.nz/software/136189/salesforce) — 4.5/5 (820 reviews) — Salesforce Service Cloud is a software that helps service teams deliver personalized support across various channels.
17. [eWay-CRM](https://www.capterra.co.nz/software/152769/eway-crm) — 4.5/5 (820 reviews) — Run your insurance business right from Microsoft Outlook and Teams. Synchronize contacts, organize emails, and plan meetings.
18. [Apptivo](https://www.capterra.co.nz/software/1011835/apptivo) — 4.4/5 (708 reviews) — Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more.
19. [Insightly](https://www.capterra.co.nz/software/130671/insightly) — 4.0/5 (654 reviews) — Insightly is the modern, affordable CRM that teams love.
20. [Less Annoying CRM](https://www.capterra.co.nz/software/118921/less-annoying-crm) — 4.8/5 (645 reviews) — Less Annoying CRM helps insurance agents manage contacts, calendars, tasks, leads, collaboration, emails, agendas, and more.
21. [Freshsales](https://www.capterra.co.nz/software/155563/freshsales) — 4.5/5 (621 reviews) — Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
22. [Thryv](https://www.capterra.co.nz/software/156926/thryv) — 4.2/5 (505 reviews) — Thryv is an all-in-one small business management software that helps you save time, stay organised and get more out of your business.
23. [noCRM](https://www.capterra.co.nz/software/132752/you-don-t-need-a-crm) — 4.6/5 (489 reviews) — Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting.
24. [Spotler CRM](https://www.capterra.co.nz/software/88929/really-simple-systems-crm) — 4.4/5 (453 reviews) — Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement.
25. [Flowlu](https://www.capterra.co.nz/software/166656/flowlu) — 4.8/5 (387 reviews) — An all-in-one business management platform offering essential tools for managing projects, tasks, financials, team, and sales.

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## Related Categories

- [Sales Tracking Software](https://www.capterra.co.nz/directory/32744/sales-tracking/software)
- [CRM Software](https://www.capterra.co.nz/directory/2/customer-relationship-management/software)

## Links

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It’s fast, simple, and powerful.\n\nAnd with Microsoft Teams integration, collaborating with your team becomes seamless.\n\nWork smarter, stay organized, and keep everything in one place — right where you already work.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96c95171-8a65-4b39-82b8-8606dda3c33f.png","url":"https://www.capterra.co.nz/software/152769/eway-crm","@type":"ListItem"},{"name":"Apptivo","position":18,"description":"Apptivo is a CRM tool that enables businesses to manage sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360-degree view of the customer. The CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation.  Everything is completely accessible from an Android or iOS device and integrated with Office365 & G Suite.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7012d9e-9541-4054-8c2e-dc0a95befb32.png","url":"https://www.capterra.co.nz/software/1011835/apptivo","@type":"ListItem"},{"name":"Insightly","position":19,"description":"Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5d562cb-cad1-4116-bdd7-4e41f252bc79.png","url":"https://www.capterra.co.nz/software/130671/insightly","@type":"ListItem"},{"name":"Less Annoying CRM","position":20,"description":"Less Annoying CRM is a simple customer relationship manager built from the ground up for small businesses. In other words, it's not just a \"lite\" tier of a more powerful CRM -- you get every feature with no upsells.\n\nWe help insurance agents manage contacts, track leads, and stay on top of follow-ups. The CRM features an intuitive interface, pipelines, forms, built-in calendar and task management, and integrations with popular tools, such as Zapier, MailChimp, and Google + Outlook Calendar, making it easy to streamline your day-to-day operations.\n\nRated the #1 easiest-to-use CRM for 4 years in a row, Less Annoying CRM is the less complicated, less expensive, and less frustrating version of the CRMs you've tried in the past. \n\nTry us out with an unlimited free 30-day trial to exhaustively test every aspect of the CRM (no credit card needed to sign up), and customer service is always free by phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8bb981b-d4b3-4979-94e3-70e864b812e0.png","url":"https://www.capterra.co.nz/software/118921/less-annoying-crm","@type":"ListItem"},{"name":"Freshsales","position":21,"description":"Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bf6a3584-3313-4a13-86a7-6d6d000780e8.png","url":"https://www.capterra.co.nz/software/155563/freshsales","@type":"ListItem"},{"name":"Thryv","position":22,"description":"Meet Thryv, the all-in-one management software built for small businesses. Thryv gives you all the tools you need to manage your entire business from one screen. Whether you’re looking to save time, stay organised, find more clients, or just get more out of your business, Thryv has everything you need.\n\nThis includes:\n· Communication tools\n· CRM + managing customer information\n· Website (build it yourself or have it built for you)\n· Appointment scheduling\n· Marketing campaigns\n· Social media\n· Quotes, estimates and invoicing\n· Payment processing\n· And more!\n\nVisit our website to find out more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9bf58f2b-b4ec-4979-ba15-b76d49101c8d.png","url":"https://www.capterra.co.nz/software/156926/thryv","@type":"ListItem"},{"name":"noCRM","position":23,"description":"Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster.\n\nWhy salespeople love noCRM:\n⚡ Action-driven: stay focus on what matters the most: turning leads into deals.\n👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews.\n🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c97361cd-eb00-4d1e-8827-dc63dcca5432.png","url":"https://www.capterra.co.nz/software/132752/you-don-t-need-a-crm","@type":"ListItem"},{"name":"Spotler CRM","position":24,"description":"Spotler CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7808050-a1b8-404c-88c8-7b4e7637f55e.png","url":"https://www.capterra.co.nz/software/88929/really-simple-systems-crm","@type":"ListItem"},{"name":"Flowlu","position":25,"description":"Flowlu is an all-in-one business management platform that comes with essential tools for managing projects, tasks, accounting, and sales. It offers a comprehensive view of your company's daily operations, enabling you to monitor every aspect of your business. From tracking team workload and task durations to overseeing costs and customer invoices, Flowlu ensures you're always in control of what matters most.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e45592e-f1b8-4a62-9c2e-1bd35bc46729.jpeg","url":"https://www.capterra.co.nz/software/166656/flowlu","@type":"ListItem"}],"numberOfItems":25}
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