Best apps like Agent CRM

10+ similar apps compared and reviewed

4.5 avg rating
10 free apps
Updated July 2026

Agent CRM is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

KobCard

KobCard by KOB MARKETING

Gift Card Information Platform
πŸ“Š Productivity
4.0(62 ratings)
Free
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KobCard is a comprehensive gift card information platform that offers real-time exchange rates, price calculations, and the latest news on gift cards. It serves as a one-stop destination for individuals looking to buy, sell, or stay informed about the world of gift cards.

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Top Alternatives to Agent CRM

Ring.io - Power Dialer#1

Ring.io - Power Dialer by Ringio LLC

Phone system for sales teams
Editor's Choice
πŸ“Š Productivity
4.3(6 ratings)
Free
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Boost sales team efficiency with a mobile-first power dialer. Make, receive, and track calls, integrate with CRMs, and automate data logging. Features like voicemail drops and call transfers enhance productivity on the go.

WAVV Mobile#2

WAVV Mobile by WAVV Communications LLC

Dialer | Messenger | Video
Strong Contender
πŸ“Š Productivity
4.4(7 ratings)
Free
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This app allows users to make calls, send personalized messages, and create/share videos using their professional phone number. It offers features like call recording, scheduled messaging, and video viewing tracking, all tied to a WAVV subscription.

More apps like Agent CRM

4
Broker Plus
Broker Plus
Broker Plus
Handle Your Business On The Go
Free

Manage your business on the go with this app. Access your book of business, track client applications, view commissions, and stay updated with curated news. It offers a dashboard overview, renewal information, and ID card management.

Dashboard overviewCommission trackingClient application tracking
πŸ“Š Productivity
(1.4K)
free
5
Senior Life Scout
Senior Life Scout
Senior Life Scout
by Senior Life Insurance Company
Free

This app automates the recruitment process for insurance agents. It handles initial contact, ongoing communication, and guides potential recruits through contracting and licensing. Streamline your hiring with automated messaging and campaign management.

Automated contact messaging (email/text)Facilitates communication with recruitsCampaign management for hiring process
πŸ“Š Productivity
(5)
free
6
Legacy Safeguard
Legacy Safeguard
Legacy Safeguard
by Integrity Marketing Group, LLC
Free

This app allows users to securely share important life lessons, historical information, and family values with loved ones. It serves as a digital repository for personal wisdom and heritage.

Share historical informationPass on life lessonsPreserve family values
πŸ“Š Productivity
(1)
free
7
Broker 360
Broker 360
Broker 360
by BROKER 360 LLC
Free

This CRM app streamlines sales and team management for insurance agents. It provides a comprehensive set of tools to enhance the sales experience and improve operational efficiency.

Sales experience enhancementTeam management toolsComprehensive CRM suite
πŸ“Š Productivity
(46)
free
8
Lead Fwd
Lead Fwd
Lead Fwd
For insurance professionals.
Free

This app helps insurance professionals manage leads in real-time. It allows users to track contact history, set reminders, and find new prospects to grow their business.

Real-time lead acquisitionContact history trackingReminder setting
πŸ“Š Productivity
(4)
ad-supported
9
unLocked CRM
unLocked CRM
unLocked CRM
by Jacob Lock
Free

This mobile platform helps life and health insurance agents manage leads, automate follow-ups, and track their sales pipeline. It allows for instant communication with leads, appointment booking, and access to client history, all from a smartphone. Designed by agents for agents, it streamlines the sales process.

Automated lead follow-upAppointment schedulingPipeline tracking
πŸ“Š Productivity
(3)
free
10
Lead Connector
Lead Connector
Lead Connector
by LEADCONNECTOR LLC
Free

This app centralizes your sales pipeline by integrating multiple CRM and conversational tools. Manage leads, track pipeline stages, make calls, create invoices, and add to campaigns from a single, intuitive interface. Stay productive and respond to customers in real-time, anywhere.

Integrate multiple CRMsCentralized sales pipeline viewManage leads and opportunities
πŸ“Š Productivity
(4K)
free