Insurance companies that sell more policies
Stop losing prospects to slow follow-ups and missed renewals. noCRM keeps your pipeline moving so you can focus on selling.
Trusted by 8,000+ salespeople, with 4500+ reviews
Built for insurance companies that want to close more policies
Key features for insurance companies
noCRM gives insurance agents and brokers all the tools they need to capture leads, follow up consistently, and close more policies.
Visual Pipeline
Manage your deals with an intuitive, drag-and-drop pipeline that keeps every stage crystal clear.
Email synchronization
Send, schedule, and receive emails directly within noCRM.
One-click lead creation
Instantly create leads from WhatsApp using the noCRM browser extension.
Your leads on the go (iOS and Android)
Manage, track, and close leads from anywhere, even offline. All data stays perfectly synced across Android, iOS, and desktop.
Seamless integrations with CloudTalk, JustCall, Aircall & more
Connect noCRM with the leading VoIP providers to centralize all your sales communications.
Team performance reports
Analyze individual and team results to improve communication and increase productivity.
3,000+ automations via Zapier
Connect noCRM to thousands of tools using Zapier's powerful automation workflows.
Lead transfer between noCRM accounts
Easily distribute leads across teams or sub-accounts.
Custom fields
Adapt leads properties to your needs using custom fields.
Prospecting lists
Upload cold prospect lists from Excel or CSV and qualify them directly inside noCRM to feed your pipeline.
Lead categories and tags
Organize your pipeline with categories and tags to filter data and gain actionable insights.
Duplicate detection
Automatically detect duplicate leads based on email, phone number, or other key fields.
Lead import from multiple sources
Import leads in seconds from Excel, CSV, email, WhatsApp, LinkedIn, or business card scans.
Post-sales tasks management
Build custom checklists on leads, assign tasks, and keep your customer handover process on track.
Smart Follow-Ups
Plan your next steps (calls, meetings, email) and get automatic reminders synced with your calendar, always know what's next.
Automatic calendar synchronization
Get instant reminders and event updates in your favorite calendar tool.
Automatic lead status updates
Receive lead status notifications based on deal progress.
Quick custom actions
Send predefined WhatsApp, SMS, or locate your leads in Google Maps in one click to speed up your outreach.
Quotes & invoices management
Create branded quotes, deposits, invoices, and credit notes in seconds. Track their status directly from your sales dashboard.
Email templates and signatures
Create, customize, and share professional templates and signatures.
Shared Inboxes
Collaborate seamlessly with shared mailboxes to manage conversations with leads and prospects.
Sales Performance Tracking
Boost growth through detailed reporting and data-driven insights into your sales performance.
Email performance tracking
Monitor opens, clicks, and replies to measure engagement and optimize your email strategy.
Custom message templates
Send pre-filled WhatsApp messages with your own templates to save time and stay consistent.
Conversation sync
Sync WhatsApp conversations directly with the corresponding lead in noCRM for full context.
Call tracking and recordings
Automatically log every call and attach recordings to the right lead for full traceability.
Call summary and transcripts
Access detailed call summaries or AI-generated transcripts directly from your VoIP provider.
API Access
Use noCRM's open API to connect your own systems and create custom integrations tailored to your business.
Customizable Call Scripts
Use ready-made script templates or build your own to keep conversations focused and effective.
One-click and power dialing / SMS integration
Make calls or send SMS messages instantly from noCRM with one click or via power-dialing.
Webhook and email notifications
Build personalized automations with webhooks or receive instant email alerts for key noCRM events.
Native integrations
Enjoy seamless native integrations, extended API quotas and technical support for advanced connectivity.
Internal automations
Set up rules inside noCRM to automate repetitive tasks, reduce manual work using auto-assignment, and eliminate errors.
Role and permission management
Create teams for efficient collaboration and controlled access. Manage permissions, exports, user sessions, and sensitive data with precision.
Fast support via chatbot, email and live chat
Get quick answers from our responsive support team.
Sales team goal tracking
Monitor activities in real time to gain insights, boost accountability, and drive performance.
Priority support
Enjoy priority handling and direct call escalation when required.
Free online training
Learn at your own pace with free video tutorials and best-practice sessions.
Self-service Help Center and FAQ
Access comprehensive guides, tutorials, and FAQs available 24/7.
AI-powered Help Center Search Bar
Find the right answers instantly with intelligent, AI-assisted search.
Onboarding assistance
Help your team set up and start closing faster.
Certified partner setup options
Work with certified partners for tailored configuration and advanced deployment.
Built to fit your sales reality
noCRM is the simple, effective way to turn prospects into customers.
Try any plan free and see the difference.
Monthly
Yearly (up to -40%)
Starter
Expert
Dream
Tailored for every insurance professional
noCRM is built for insurance professionals who need a simple, effective way to manage prospects and clients across all lines of coverage.
100% Connected to your ecosystem
Connect seamlessly with your everyday tools to boost your productivity without complexity.
Join thousands of solopreneurs closing more deals with noCRM
From solopreneurs, growing businesses to established teams, companies in over 80 countries rely on noCRM to take action, close deals, and grow their business faster.
Focus on selling, not on admin
noCRM is the action-driven sales tool built to cut admin and close more deals.
No credit card required
Set up your pipeline in minutes
Start managing leads instantly
Got a question ?
How does noCRM handle policy renewals and follow-up reminders?
You can set automated reminders at any stage of the sales cycle (including ahead of renewal dates) so your team always follows up at exactly the right time. No renewal gets missed because of a forgotten note in a spreadsheet.
Can I manage different product lines or partner relationships in separate pipelines?
Yes, noCRM lets you create multiple pipelines so you can keep health, life, car, and home insurance leads, or different broker partners, in separate, organised workflows without everything getting mixed together.
We do a lot of outbound calling. Does noCRM work well for phone-based insurance sales?
Yes, noCRM integrates natively with Aircall, CloudTalk, Ringover, and other VoIP tools so your agents can call directly from the CRM, log calls automatically, and move to the next lead without manual data entry.
Can noCRM help us upsell and cross-sell to existing policyholders?
Yes, noCRM includes post-sales task management so you can schedule follow-up actions for existing clients, making it straightforward to identify the right moment to offer additional or upgraded coverage.
How does noCRM compare to a standard CRM for insurance teams?
Most CRMs are built for generic sales workflows. noCRM is action-focused: every lead always has a next step, follow-ups are automated, and the pipeline is visual and easy to read at a glance. Insurance teams get up and running in minutes, not weeks.
Does noCRM help with sales documentation (quotes, invoices)?
Yes, noCRM includes integrated tools for creating professional quotes and invoices. You can customize documents with your branding, track their status, and even automate actions based on quote/invoice events. This centralizes your sales workflow and reduces tool switching.
Do you offer personalized demos?
Yes, when it actually makes sense. For sales teams of 10+ people, we usually recommend a personalized demo to go deeper into workflows, team usage, and real-life use cases. For solo sellers or smaller teams, our live weekly product demos, on-demand replays, or product tours are often the fastest way to discover noCRM but you can reach out to us anytime. If you book a demo, you'll talk directly to a product-savvy team member, not an SDR. We'll focus on showing noCRM live, answering your concrete questions, and adapting the demo to your sales reality. No long introductions. No slides. Just the product. If noCRM isn't the right solution for your use case, we'll tell you, honestly.
How fast can I get value from noCRM?
Almost immediate. Most customers create their first leads in seconds, start tracking actions right away, and don't need onboarding or setup sessions. noCRM is built to work out of the box, without slowing you down.
Do I need to configure anything before using noCRM?
No. There are no mandatory fields, no complex workflows to set up, no admin work blocking you from selling. You can adapt noCRM over time to maximize the usage, but you don't need to configure anything to get started.