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  • Create Date November 4, 2022
  • Last Updated November 4, 2022

Free CRM for insurance agents

Bitrix24 - popular CRM for insurance brokers. Cloud or open source. iOS or Android, no matter where you are always stay connected with Bitrix24. Contact management, marketing, sales automation, HR tools, plus more, all inside Bitrix24, 100% free.

Free CRM for insurance agents


Bitrix24 is a popular 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.

Yes, Bitrix24 does all of that. You can manage your personal sales with Bitrix24 or you can manage your entire company since Bitrix24 comes with over 35 online tools that span beyond simple client management. Better yet, with free mobile apps, you can take our CRM with you anywhere you go.

About Bitrix24

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and more! Switching to Bitrix24 eliminates the need to be subscribed to a bunch of different SaaS solutions. You get all you need in a single package — all at a flat rate. With over 10 million users, Bitrix24 is one of the most popular business software solutions in the world. Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, capture and store lead data, generate sales reports and perform segmentation of target audiences. Leads received from a user’s website (for example, from an order or feedback form) can be fed directly to the CRM. Users can then create message templates, send individual or group emails to leads and contacts, capture notes on client interactions, schedule meetings and assign tasks. Users can create personalized invoices for clients by automatically inserting client information and sending them directly to the client's email address. Bitrix24’s sales funnel functionality offers an overview of sales transactions in progress and their respective stages. With the sales dashboard, sales agents can see how many deals they’ve won, how many clients haven’t been invoiced yet and an agent’s rating in comparison with other sales team members.

Bitrix24 Pricing

A 30-day free trial is available, and a free plan for starter business tools, after which pricing is as follows: Cloud Basic: $61/mo Standard: $124/mo Professional: $249/mo On-premise Business: $2990 (one-time license) Enterprise: $24990 (one-time license)

Starting price:  $61.00 per month

Free trial: Available

Free version:  Available


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