Build your own free insurance CRM, no code required
Manage client policies, track claims, and improve service with a customizable CRM tailored to your insurance business needs.
Customize your CRM around your processes
Create an insurance CRM that matches your workflow. Add only the features and views you need, and adapt your setup easily as your business grows.
Lead capture and management
Policy tracking and renewal reminders
Client communication log
Quote management workflow
Task and activity management
Document storage and sharing
Bring all your client data together in real time
Connect spreadsheets, policy management systems, and other tools with real-time sync—or manage everything in Softr Databases. Create one source of truth for your insurance business.
Custom access for every team. Built-in security, no dev time.
Empower your insurance team with a secure CRM for managing leads, policies, and clients. Set up logins, user groups, and permissions with ease—no IT support needed.
Advanced permissions
Assign tailored dashboards and access to sales, claims, or support teams—each sees just what’s relevant.
User groups
Assign tailored dashboards and access to sales, claims, or support teams—each sees just what’s relevant.
Automations
Connect with your favorite tools to automate policy updates, reminders, and client follow-ups—no manual entry required.
Works on any device
Access and update policies or client info on desktop or mobile. All CRM features are mobile-ready out of the box.
Easy, secure logins
Team members can log in securely with Google, email, or SSO—giving fast, safe access to your CRM.
Security
Protect sensitive client and policy data with SOC2 and GDPR compliance, plus robust access control.
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Give insurance agents an AI helper
Agents can ask AI about leads, policies, or contacts and get instant answers—right inside your free Softr insurance CRM.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your free insurance CRM in minutes using simple drag-and-drop blocks and templates.
Consolidate your stack
Add policy tracking, lead management, or reports as your insurance workflows change—no rebuilds needed.
Flexible as you grow
Start with your CRM, then add client portals or claims forms—all in one place, no extra tools required.
Build a fully custom insurance CRM in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your free insurance CRM easily