Vertical GTM — Finance Tools

Subnero provides industry-leading underwater acoustic modems and the UnetStack software ecosystem for enabling scalable subsea networks for communication, monitoring, localization and IoT. The company powers the Blue Economy with reliable subsea communication infrastructure.

Synetic is the source of record for computer vision training data using physics-based rendering to generate photorealistic synthetic training data. The platform provides procedurally generated, pixel-perfect, infinite scale training datasets for machine learning models.

Linked Helper is a standalone desktop application that transforms LinkedIn into a high-performance sales engine. Unlike risky browser extensions, Linked Helper operates as a dedicated browser, making it virtually undetectable to LinkedIn's security systems.

InsuraCRM is a fully-functional insurance CRM software that enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It provides a unified, structured platform for policy, claims, customer, and agent data built on Microsoft Dynamics 365.

Vymo is a mobile-first, intelligent personal sales assistant app focused on driving CRM adoption, auto-collecting clean behavioral data, and recommending the right course of action to every sales rep. It specializes in serving banking and insurance sectors with modular applications including OnboardIQ and EngageIQ.

IFTTT is a leading no-code automation platform that enables users to connect multiple apps, devices, and services through customizable automations called Applets without requiring coding.

Pipefy is a low-code/no-code workflow automation platform that merges structured processes, AI Agents, and governance in a unified execution environment for business process automation.

Cirrus Insight is an AI-powered sales and CRM tool that integrates with Salesforce, Gmail, and Outlook to automate data entry, provide conversation intelligence, and enable sales teams to book more meetings while maintaining clean CRM data.

MailDeck is a private cold email infrastructure provider offering Microsoft 365, Google Workspace, and SMTP solutions at scale, managing 833K+ inboxes and 7.5M+ daily emails.

Carly is a mobile application and OBD2 scanner enabling vehicle diagnostics, coding, and customization. It works with 40+ car brands to read/clear fault codes, access hidden manufacturer features, and monitor vehicle health via smartphone.

MESA is an AI-powered automation platform connecting Shopify and 20+ business applications. It enables e-commerce teams to automate order management, inventory, fulfillment, and customer experience workflows with pre-built templates and AI-assisted setup.

Microsoft Power Automate is a cloud-based automation platform enabling organizations to automate repetitive tasks and business processes. It integrates with Microsoft 365 and 200+ third-party applications with support for RPA, cloud flows, and process mining.

Make (formerly Integromat) is a leading integration and automation development platform that enables businesses of all sizes to automate complex workflows, integrate apps, and embed AI logic without writing code. Make was recognized by HackerNoon as the best AI Automation Platform for 2026.

Insureio is a California-based technology company that has developed a specialized cloud-based CRM platform tailored for the life insurance industry. Founded by experienced insurance producers, it addresses unique challenges faced by agents and advisors in tech-driven marketplace.

Vertafore AMS360 is an insurance agency management system software for independent insurance agencies offering fully integrated, cloud-based capabilities for policy management, accounting, reporting, and customer communications.

AgencyBloc is a life and health insurance industry-specific CRM and Agency Management System for agencies and agents. AgencyBloc Plus Suite combines CRM, marketing automation, quoting, enrollment, and commissions processing into one integrated platform.

Willo is a video-interview platform enabling growing companies to screen amazing candidates at scale. Founded in Glasgow, Scotland in 2018 and trusted in 150 countries, it allows candidates to record video responses asynchronously instead of scheduling live phone screens.

TargetX offers CRM solutions for recruitment, admissions, and retention in higher education, built as the first CRM expressly designed for higher education on the Salesforce platform with powerful communication and engagement tools.

Ellucian offers comprehensive CRM solutions designed specifically for higher education institutions to manage student recruitment, retention, and alumni engagement throughout the complete student and donor lifecycle.

Anthology Reach is a higher education CRM designed for growth, helping universities and schools streamline enrollment, retention, and alumni engagement. It combines student data management with native Blackboard integration for comprehensive student lifecycle management.

CDK Drive is a flagship Dealer Management System (DMS) by CDK Global, designed to provide automotive dealerships with a comprehensive suite of tools to manage their business efficiently and profitably. CDK processes $540 billion in automotive commerce annually.

Tekion is an AI-native, cloud-native automotive retail platform that unifies every part of automotive retail including DMS, CRM, service, payments, payroll, and analytics into one intelligent system for dealerships. Headquartered in Pleasanton, CA, the company has grown from $1B to $4B valuation since 2021.

eLEAD CRM is a cloud-based customer relationship management solution tailored for dealerships in automotive, powersports, marine, mobile communications, and telecom industries. Now part of CDK Global, it helps dealerships manage leads and automate customer interactions.

Datacar CRM is a leading CRM system for the automotive industry developed by DATAFIRST, a French company founded in 1985. It helps car dealerships improve customer satisfaction and business results through integrated DMS connectivity and comprehensive customer management.

VinSolutions is a leading automotive dealership software provider founded in 2006 and now part of Cox Automotive. It offers an integrated suite of CRM, marketing, desking, and analytics tools designed to help dealerships identify ready-to-buy customers and close more deals.

Selly Automotive is a cloud-based CRM and Internet Lead Management (ILM) platform built specifically for independent and BHPH auto dealers. Founded in 2014, it offers AI-driven lead nurturing, automated follow-ups, and integrated text marketing.

ProMax is a comprehensive automotive software platform with 25 years in the industry, offering an all-in-one solution that combines CRM, desking, website, inventory, credit solutions, and data mining.

Dominion Dealer Solutions is an established technology provider for the automotive dealership sector offering reputation and social media management, responsive websites, digital advertising, SEO, SEM, and custom market reporting.

DealerSocket is part of Solera's Vehicle Solutions and offers a comprehensive suite of tools for franchise and independent auto dealers including CRM, DMS, inventory management, websites, and digital retailing solutions.

Zeitro is an AI-native mortgage technology company that provides digital software solutions for mortgage professionals, including loan origination, pre-qualification automation, and AI-powered scenario analysis.

Maximizer is a trusted CRM pioneer serving businesses for over 35 years with personalized customer relationship management that grows with your business. Built for sales leaders at small businesses, especially in Financial Services.

Shape Software is a user-friendly cloud-based CRM, Sales Management, and Marketing Automation platform. While positioned in automotive contexts, the platform serves multiple industries with straightforward controls and easy setup.

Quickbase is a leading low-code platform enabling businesses to build and scale applications without extensive coding. The platform uses software entitlements called Reads to measure usage and determine costs.