Built for insurance agents. No hidden fees. 30-day free trial on every plan.
Cancel any time — no long-term contracts required.
30-day free trial. Cancel before day 30 and pay nothing.
Solo agents just getting started
Established agents growing their book
Growing agencies and small IMOs
Large agencies, IMOs & FMOs
All plans include a 30-day free trial · Card required to start · Cancel anytime
Comparing options?
Yes. All SonicCRM plans include a 30-day free trial. A credit card is required at signup so you don't need to re-enter it after the trial, but you won't be charged until day 31. Cancel any time before then.
Yes — you can upgrade or downgrade any time during your trial. Changes take effect immediately.
Yes. Every SonicCRM plan includes a dedicated local phone number for SMS and voice calls at no extra cost. There is a small per-minute and per-message charge for usage above the included monthly credits.
The 3-line power dialer (SonicDial) is included in every SonicCRM plan at no extra charge. If you want to use SonicDial with a different CRM, standalone plans start separately at $69/agent/month.
Starter supports 1 agent seat with 1-line power dialing. Pro supports up to 3 agents with 2-line dialing, priority support, and advanced automation features. Agency supports up to 20 agents with 3-line dialing and full team management.
Yes — paying annually saves 20% compared to monthly billing. All plans are available on monthly or annual terms.
Full access to every feature. No charge until day 31.
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