CallBack CRM
CallBack CRM: A specialized insurance CRM combining ringless voicemail drops, pipelines, and AI follow-up. Ranked #18 of 42 in Voicemail Drop Software by our editors (7.0/10); pricing: 14-day trial; best for voicemail plus insurance sales workflows.
At a glance
- Editor score7.0 / 10
- Pricing14-day trial
- Best forVoicemail plus insurance sales workflows
- Free planNo
- Paid from$127/mo
- Drop triggerBoth
- Facts checked21 Sep 2026
Where it wins
- Immediate, scheduled, and action-triggered voicemail drops
- Insurance pipelines with callback tracking and follow-up sequences
- AI-assisted SMS, email, and voicemail follow-up across major platforms
Where it doesn't
- No free plan; pricing starts at $127 per month
- Messaging, email, AI, and other usage fees may be separate
- Insurance-focused workflows may not suit broader sales teams
Our verdict on CallBack CRM
CallBack CRM is a cloud CRM for life, health, Medicare, and property-and-casualty insurance professionals. It combines contact management, insurance sales pipelines, communications, workflow automation, analytics, and prerecorded voicemail drops. The platform is aimed at independent agents, small teams, agencies, and larger IMO or FMO organizations. Its voicemail tools support ringless delivery, immediate blasts, scheduled broadcasts, action-triggered drops, list or campaign-segment selection, and callback tracking.
The published Professional pricing starts at $127 per month and includes the full CallBack feature suite, unlimited team members, unlimited insurance contacts, multi-product pipelines, A2P-10DLC handling, and an automated review and referral engine. Another Professional plan listing includes unlimited users and contacts and up to 3 accounts. Enterprise adds hierarchical permissions, agent access controls, gray-label options, scalable account discounts, and automated lead routing with round-robin distribution. A 14-day trial is available, while messaging, email, AI, and other usage fees may be billed separately.
CallBack CRM’s strongest distinction is the combination of voicemail automation and insurance sales workflow management. Teams can connect drops to actions, schedule broadcasts, track callbacks, and continue conversations through AI-assisted SMS, email, and voicemail follow-up. Contact imports support spreadsheets, other CRMs, and lead sources. Integrations include Zapier, Zoom, Meta Ads, Google Ads, and API & Webhooks, with web, Windows, macOS, Linux, iOS, and Android coverage. It is a focused choice for insurance organizations that want CRM and voicemail workflows together; teams seeking a general-purpose sales CRM or a free plan should consider alternatives.
Your product? Our editors can test CallBack CRM in depth and publish a review, labelled as paid · from $149/mo →
CallBack CRM pricing
All 2 CallBack CRM plans and prices →
CallBack CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | $127/mo |
| Drop trigger | Both |
| CRM integrations | Not verified |
| Scheduled drops | Yes |
| Drop analytics | Yes |
| Contact import | Both |
| Included team seats | Not verified |
| Free trial | 14 days |
| Deployment | Cloud, Desktop, Mobile |
| Platforms | Web, Windows, macOS, Linux, iOS, Android |
| Compliance & security | 2FA |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: Zapier, Zoom, Meta Ads, Google Ads, API & Webhooks |
| Pricing | 14-day trial (source) |
| Website | callbackcrm.com |
| Facts checked | 21 Sep 2026 |
CallBack CRM integrations
CallBack CRM lists 5 integrations on its own site.
- Zapier
- Zoom
- Meta Ads
- Google Ads
- API & Webhooks
Alternatives to CallBack CRM
- Call LoopA flexible, credit-based platform for scheduled voicemail, voice, and SMS campaigns.9.3
- Ringless CloudA low-cost voicemail drop service with scheduling, analytics, automation, and API access.9.1
- SlybroadcastA focused ringless voicemail service with web, mobile, API, and automation support.9.0
See all CallBack CRM alternatives →
Used CallBack CRM? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used CallBack CRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
CallBack CRM is listed in our Voicemail Drop Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/callback-crm/"><img src="https://www.itechguides.com/best/badge/callback-crm.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update