Bitrix24 is the #1 free CRM for the insurance industry. We understand that selling insurance is hard, really hard, especially in the age of the Internet, when comparing prices is very easy. Your insurance broker margin is razor-thin, so you don’t want to be paying hundreds of dollars for a CRM system that may or may not work for you. Chances are, you want your insurance CRM to do everything – email, nurturing and drip marketing, phone calls, scheduling, prospecting, lead qualification, quotes, invoices, helpdesk and product catalog. You want to see your current sales and have projections for the near future. You probably want to understand your sales funnel, see which marketing channels bring the most leads and identify weak spots in your sales process.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.