Build your own insurance sales crm, no code required
Manage leads, track policies, and boost sales with a customizable CRM tailored to your insurance sales team's workflow and goals.
Build exactly what your team needs
Customize your CRM with only the features your insurance sales team relies on. Adapt and expand your setup whenever your workflow changes.
Lead capture and qualification
Policy pipeline management
Client communication logging
Task and follow-up reminders
Document management
Sales performance tracking
Unify your insurance data in real time
Connect spreadsheets, CRMs, and policy management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales processes.
Custom access for every team. Built-in security, no dev time.
Give your insurance sales team the right access and tools. Set up secure logins, user groups, and permissions without IT or development work.
Advanced permissions
Give sales reps, managers, and support teams tailored dashboards so each role sees just the information they need.
User groups
Give sales reps, managers, and support teams tailored dashboards so each role sees just the information they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate policy updates, lead assignments, and follow-up reminders.
Works on any device
Access your CRM and update client information on the go. All apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team safe, quick access—no IT support needed.
Security
Protect sensitive client and policy data with SOC2 and GDPR compliance, including robust access controls.
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Give agents an AI assistant
Agents get instant answers to client questions and policy details—AI works right inside your Softr CRM to save time every day.
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
Build your insurance sales CRM in minutes with drag-and-drop blocks and templates—no coding needed.
Consolidate your stack
Easily add features like lead capture, policy tracking, or quoting as your sales process changes.
Flexible as you grow
Start with your CRM, then add agent portals, forms, or dashboards—all in one place.
Build a fully custom insurance sales 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