Onyx CRM
Onyx CRM: Insurance CRM with automated follow-up, policy tracking, and AI appointment booking. Ranked #12 of 29 in Insurance CRM Software by our editors (8.1/10); pricing: Paid; best for insurance teams prioritizing automated follow-up.
At a glance
- Editor score8.1 / 10
- PricingPaid
- Best forInsurance teams prioritizing automated follow-up
- Free planNo
- Paid from$999/yr
- Sales pipelinesYes
- Facts checked20 Sep 2026
Where it wins
- Insurance-specific stacks with policy and renewal tracking
- Unified inbox for email, text, calls, and voicemail
- AI appointment booking and automated follow-up sequences
Where it doesn't
- Web-only platform
- No policyholder portal
- No free plan
Our verdict on Onyx CRM
Onyx CRM is designed for independent insurance agents and agencies that want one system for lead follow-up, communications, appointments, and book-of-business organization. Its insurance-specific workflows cover mortgage protection, final expense, Medicare, life, health, IUL, and annuity insurance. Core capabilities include policy, renewal, and annual-review tracking, underwriting status tracking, database reactivation, and instant speed-to-lead through text, email, or calls. The product is a strong fit for teams prioritizing automated outreach rather than a simple contact database.
Pricing is structured across three paid plans. Core costs $99 per month or $999 per year and includes all 7 Onyx Stacks, pre-built text campaigns, a unified inbox, basic automations, Slack channel support, and done-for-you onboarding. Prime costs $149 per month or $1,499 per year, adding AI appointment booking, advanced AI features, database reactivation, annual review automation, and priority support. Elite AI costs $499 per month and adds an inbound voice AI receptionist, phone-based AI appointment booking, a custom-built sales simulation tool, and a dedicated account manager. The plan structure makes the main upgrade path clear: more advanced AI, reactivation, phone automation, and higher-touch support.
Onyx also connects with Google Calendar, Outlook, Twilio, Zapier, and Slack, supporting calendar coordination, communications, workflow connections, and team support. Its unified inbox brings email, text, calls, and voicemail together, while automated sequences and AI booking focus the product on response speed and appointment conversion. The trade-off is a web-only experience without a policyholder portal, so organizations seeking broader policyholder self-service or multiple platform options may need an alternative. Choose Onyx for insurance teams that want vertical workflows, follow-up automation, and AI-assisted scheduling; look elsewhere if a policyholder-facing portal is essential.
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Onyx CRM pricing
All 3 Onyx CRM plans and prices →
Onyx CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | $999/yr |
| Sales pipelines | Yes |
| Renewal tracking | Yes |
| Agent management | Not verified |
| Email automation | Yes |
| Policyholder portal | Not verified |
| Mobile apps | Not verified |
| Money-back guarantee | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 50+ integrations: Google Calendar, Outlook, Twilio, Zapier, Slack |
| Pricing | Paid (source) |
| Website | onyx-crm.com |
| Facts checked | 20 Sep 2026 |
Onyx CRM integrations
Onyx CRM lists 50+ integrations on its own site — the 5 named here are the ones its pages call out.
- Google Calendar
- Outlook
- Twilio
- Zapier
- Slack
Alternatives to Onyx CRM
- InsuredMineA broad insurance CRM with strong agency workflows, integrations, and client-service tools.9.4
- GloveBoxCRMDeep insurance automation with policy workflows, portals, mobile apps, and AMS integrations.9.3
- PolicyTekA life insurance CRM with routing, policy tracking, calling, automation, and agency controls.9.1
See all Onyx CRM alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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