Vertical GTM — Finance Tools

Altitude CRM is an AI-native CRM software built specifically for financial advisors, RIAs, and wealth management firms. The platform combines contact management, household management, practice management, and AI-powered insights.

Envestnet | Tamarac is an integrated software platform for registered investment advisors providing portfolio management, performance reporting, client portal, billing, trading, CRM, data aggregation, and unified managed account solutions.

Redtail CRM holds #1 position in advisor CRM market share per 2026 T3 Advisor Software Survey. Built specifically for financial advisors with advisor-specific workflows and compliance-aware contact management.

DriveCentric is an AI-powered CRM platform built specifically for automotive dealerships to enhance engagement, simplify workflows, and boost sales performance. Trusted by over 2200 dealerships, the platform has earned industry recognition including the 2022 Vanguard Award and BMW NA NextGen CRM Certification.

eLead CRM, now part of CDK Global, is a cloud-hosted platform built specifically for automotive dealerships. It handles lead tracking, customer communication, service scheduling, and sales reporting from a single browser-based interface with automotive-specific workflows.

VinSolutions is a Cox Automotive brand providing cloud-based CRM and dealership management software for auto dealers. Founded in 2006 and headquartered in Mission, Kansas, VinSolutions delivers customizable customer relationship management, automated marketing, and desking solutions.

DealerSocket is Solera's unified CRM and dealer management solution for franchise and independent auto dealers. It provides best-in-class capabilities for customer relationship management, dealer management systems, websites, digital marketing, and inventory management.

HubSpot offers an Education Partner Program providing educators with enterprise-tier CRM access for academic use. The program is designed to give students hands-on experience with HubSpot's platform. Keap is a separate SMB-focused CRM platform that may have education-specific offerings.

Salesforce Education Cloud (part of Salesforce.org) is a unified platform for higher education institutions to manage the complete learner lifecycle. It provides a 360-degree view of students by integrating data across multiple systems and enables institutions to drive recruitment, student experience, advancement, and operations.

Ellucian CRM Recruit is a specialized admissions and enrollment management platform for higher education institutions. It streamlines student recruitment and engagement through prospect management, personalized communication workflows, event coordination, and application tracking.

Element451 is an AI-first engagement platform for higher education that combines AI agents, marketing automation, application management, and student engagement tools. It serves 350+ institutions supporting over 60 million student journeys.

Slate by Technolutions is a cloud-based CRM built specifically for higher education, trusted by over 2,000 colleges and universities, including 48 of the top 50 U.S. universities. It manages the entire student lifecycle from recruiting and admissions to retention and alumni relations.

Vertafore and Applied Systems are two names that dominate the insurance software conversation, both offering complex solutions. Vertafore (offering AMS360 and Sagitta) and Applied Systems (offering Epic, TAM) are agency management systems built to manage agencies' books across multiple carriers. Vertafore also owns AgencyZoom, a CRM specifically made for insurance agencies.

EZLynx is an all-in-one, cloud-based insurance ecosystem designed to manage the end-to-end customer lifecycle for independent agencies. The platform allows independent agents and agencies to manage all insurance requirements including comparative rating, eSignatures, accounting, quoting, online marketing, and more. Applied Systems completed the acquisition in March 2021.

AgencyZoom is a smart sales automation software solution built expressly for insurance agencies. It was designed primarily for personal lines agencies and was acquired by Vertafore on November 18, 2021. Headquartered in Columbus, Ohio, AgencyZoom is the top CRM choice for independent P&C insurance agencies with 3-50 producers.

Velocify is a part of the ICE Mortgage Technology Platform that puts sales automation to work to help keep teams organized and focused on activities that drive more business. It was acquired by Ellie Mae (now ICE Mortgage Technology) in 2017.

Surefire CRM is a customer relationship management platform designed for residential mortgage professionals, offering mortgage email marketing, social media marketing, lead generation, and pipeline management. Previously known as Top of Mind Networks, it was acquired by Black Knight in 2021 and is based in Jacksonville, Florida.

Total Expert is the intelligent CRM and marketing platform trusted by 200+ financial institutions. Total Expert is purpose-built to help modern financial institutions engage and guide consumers through their biggest financial milestones.

Financial Services Cloud is the best of Salesforce, designed specifically for banks, wealth managers, and insurance companies. It is tailor-made for anyone handling money in a hyper-competitive world, with out-of-the-box industry-specific features and a data model designed for financial services.

Practifi is the leading CRM purpose-built for wealth management, built on the trusted Salesforce platform. It is customer relationship management software specifically engineered for wealth management firms to transform how financial professionals connect with and grow their client base.

AdvisorEngine CRM is a cloud-based wealth management software specifically designed for financial advisors, investment advisors, brokerage firms, and banks. AdvisorEngine delivers a complete wealth management platform that brings together CRM, portfolio management, rebalancing, client portal, digital onboarding, and business intelligence.

Wealthbox is a modern, intuitive customer relationship management platform for financial advisors that combines simplicity with powerful features to help advisors manage client relationships, streamline operations, and grow their businesses. Launched in 2014, it ranks as the #1 CRM in wealthtech on G2.

Redtail CRM is a cloud-based customer relationship management platform tailored specifically for financial professionals, including RIAs, broker-dealers, and wealth managers. It was founded in 2003 and is the #1 financial advisor CRM by market share, with roughly half of all RIA firms using it as their primary CRM.