InsureX

InsureX develops platforms for business automation in lending, sales, insurance, and offers strategic CEO advice. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Related areas on their profile: Cloud Data Services and CRM. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

InsureX is based in Denver, Colorado. More on insurex.cloud.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

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