Best Agent CRM alternatives: apps like Agent CRM

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 by KOB MARKETING

Gift Card Information Platform

4.0(62 ratings)

Free

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.

Top Alternatives to Agent CRM

WAVV Mobile by WAVV Communications LLC

Dialer | Messenger | Video

Editor's Choice

4.4(7 ratings)

Free

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.

Quility Switchboard by Quility Software Applications LLC

Quility Switchboard

Strong Contender

4.3(12 ratings)

Free

This platform automates appointment setting and lead follow-up for insurance agents. It centralizes communication across text, phone, and Facebook Messenger, offering done-for-you lead capture and nurturing tools.

Broker Plus by Elevance Health, Inc

Handle Your Business On The Go

Worth Considering

4.7😊(1.4K ratings)

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.

What We Love

🚀 Access to clients
👍 Excellent User Interface
👍 Great service
👍 Real time news
👍 So Convenient!!!
👍 Truly, easy to use
👍 Good interface
👍 Nice app
👍 Very Interactive and cool app

Room to Improve

🐛 Never current, never up to date
🐛 Has potential to be great
🐛 Submit Applications Missing

More apps like Agent CRM

Kixie

by Kixie

Global phone numbersTeam directory accessCRM contact integration

Enhance sales and support team productivity with a global telephony service. Access team directories, set up call routing, and integrate CRM contacts for seamless communication and performance tracking.

(47)

by Integrity Marketing Group, LLC

Legacy Safeguard

Share historical informationPass on life lessonsPreserve family values

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.

(1)

by Senior Life Insurance Company

Senior Life Scout

Automated contact messaging (email/text)Facilitates communication with recruitsCampaign management for hiring process

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.

(5)

Broker 360

by BROKER 360 LLC

Sales experience enhancementTeam management toolsComprehensive CRM suite

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.

(53)

Phone system for sales teams

Ring.io - Power Dialer

Make, receive, and track callsDirect dialing from CRM, browsers, and emailVoicemail drop functionality

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.

(6)

For insurance professionals.

LeadGPT

Real-time lead acquisitionContact history trackingReminder setting

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.

(5)

ad-supported

Onlysales.io

by Neil Patrick Lacson

SMS campaign creationLead uploadingAutomated drip campaigns

Streamline SMS marketing campaigns with an easy-to-use platform. Upload leads, create automated drip sequences, and manage all incoming replies and calls in one place.

(4)