Best PolicyTek Alternatives in 2026
Updated
20 tools from insurance CRM software ranked against PolicyTek on the same published basis.
- 1PolicyTek vs Bitrix24 CRM
- 2PolicyTek vs Zoho CRM
- 3PolicyTek vs Freshsales
- 4PolicyTek vs Caspian
- 5PolicyTek vs AgencyZoom
- 6PolicyTek vs Creatio CRM
- 7PolicyTek vs Pipedrive
- 8PolicyTek vs Salesforce Financial Services Cloud
- 9PolicyTek vs InsuredMine
- 10PolicyTek vs NextAgency
- 11PolicyTek vs Nutshell
- 12PolicyTek vs Act!
- 13PolicyTek vs Fat Agent
- 14PolicyTek vs Insureio
- 15PolicyTek vs AgencyBloc AMS+
- 16PolicyTek vs Odoo CRM
- 17PolicyTek vs LeadSquared
- 19PolicyTek vs Vaatun Vantage
- 20PolicyTek vs Applied Epic for Salesforce
- 21PolicyTek vs NexLife CRM
PolicyTek alternatives compared
| # | Tool | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Bitrix24 CRM | 7.9 | Free plan | $49/mo | Android, API, iOS, Linux, Mac, self-hosted, Web, Windows |
| 2 | Zoho CRM | 7.8 | Free plan | $14/mo | Android, API, iOS, Web |
| 3 | Freshsales | 7.7 | Free plan | $9/mo | Android, API, Browser, iOS, Web |
| 4 | Caspian | 7.0 | Free plan | $49/mo | API, Web |
| 5 | AgencyZoom | 6.9 | No | $99/mo | Android, iOS, Web |
| 6 | Creatio CRM | 6.9 | No | — | Android, API, iOS, self-hosted, Web |
| 7 | Pipedrive | 6.8 | No | — | Web, iOS, Android |
| 8 | Salesforce Financial Services Cloud | 6.8 | No | $325/mo | Android, API, iOS, Web |
| 9 | InsuredMine | 6.7 | No | — | Android, iOS, Web |
| 10 | NextAgency | 6.7 | No | $5.90/mo | Android, iOS, Web |
| 11 | Nutshell | 6.7 | No | $13/mo | Web, iOS, Android |
| 12 | Act! | 6.6 | No | $30/mo | Web, iOS, Android |
| 13 | Fat Agent | 6.4 | No | $50/mo | API, iOS, Web |
| 14 | Insureio | 6.4 | No | $25/mo | Browser, Web |
| 15 | AgencyBloc AMS+ | 6.3 | No | — | Web |
| 16 | Odoo CRM | 6.3 | Free plan | Free | — |
| 17 | LeadSquared | 6.2 | No | — | — |
| 19 | Vaatun Vantage | 6.2 | No | — | API, Web |
| 20 | Applied Epic for Salesforce | 6.1 | No | — | Web |
| 21 | NexLife CRM | 6.1 | No | $300/mo | Web |
Make your tool an alternative to PolicyTek
See the priceThe sponsored alternative slot on this page is labelled Sponsored.
Questions about PolicyTek alternatives
What is the best alternative to PolicyTek?
Bitrix24 CRM, number 1 in insurance CRM software with a score of 7.9 out of 10. The others here: Zoho CRM, Freshsales, Caspian and 16 more.
What is the best free alternative to PolicyTek?
Bitrix24 CRM is the best-ranked alternative with a free plan. 5 of the 20 alternatives here publish a free plan on their own pricing pages.
Is there an open-source alternative to PolicyTek?
Yes: Odoo CRM.
How are these alternatives ranked?
Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.