Best PolicyTek Alternatives in 2026
Updated
20 platforms 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 Creatio CRM
- 6PolicyTek vs AgencyZoom
- 7PolicyTek vs InsuredMine
- 8PolicyTek vs NextAgency
- 9PolicyTek vs Nutshell
- 10PolicyTek vs Odoo CRM
- 11PolicyTek vs Pipedrive
- 12PolicyTek vs Salesforce Financial Services Cloud
- 13PolicyTek vs Act!
- 14PolicyTek vs Insureio
- 15PolicyTek vs LeadSquared
- 16PolicyTek vs AgencyBloc AMS+
- 17PolicyTek vs Fat Agent
- 19PolicyTek vs Vaatun Vantage
- 20PolicyTek vs Applied Epic for Salesforce
- 21PolicyTek vs SugarCRM
PolicyTek alternatives compared
| # | Platform | 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 | 7.9 | Free plan | $14/mo | Android, API, iOS, Web |
| 3 | Freshsales | 7.8 | Free plan | $9/mo | Android, API, Browser, iOS, Web |
| 4 | Caspian | 7.4 | Free plan | $49/mo | API, Web |
| 5 | Creatio CRM | 6.8 | No | — | Android, API, iOS, self-hosted, Web |
| 6 | AgencyZoom | 6.7 | No | $99/mo | Android, iOS, Web |
| 7 | InsuredMine | 6.6 | No | — | Android, iOS, Web |
| 8 | NextAgency | 6.6 | No | $5.90/mo | Android, iOS, Web |
| 9 | Nutshell | 6.6 | No | $13/mo | Web, iOS, Android |
| 10 | Odoo CRM | 6.6 | Free plan | Free | — |
| 11 | Pipedrive | 6.6 | No | — | Web, iOS, Android |
| 12 | Salesforce Financial Services Cloud | 6.6 | No | $325/mo | Android, API, iOS, Web |
| 13 | Act! | 6.5 | No | $30/mo | Web, iOS, Android |
| 14 | Insureio | 6.5 | No | $25/mo | Browser, Web |
| 15 | LeadSquared | 6.3 | No | — | — |
| 16 | AgencyBloc AMS+ | 6.2 | No | — | Web |
| 17 | Fat Agent | 6.1 | No | $50/mo | API, iOS, Web |
| 19 | Vaatun Vantage | 6.1 | No | — | API, Web |
| 20 | Applied Epic for Salesforce | 6.0 | No | — | Web |
| 21 | SugarCRM | 5.9 | No | — | Web |
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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 how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.