
DealerSocket offers a mobile-first CRM allowing dealers to search and add customers, scan driver's licenses or VINs, find inventory, send video follow-ups, and complete daily tasks up to 50% faster than desktop. Recent AI enhancements include conversational AI lead response available 24/7, AI-powered lead scoring analyzing lead behavior and engagement, and video-in-email allowing salespeople to record and send personalized video messages. Features integrate across the Solera Cloud Platform connecting CRM, DMS, websites, marketing, service, and connected-car solutions.
Client Relationship Management System
Founded
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.
Mobile-first sales engagement platform for financial institutions
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.
The AI-Powered CRM Workspace for Financial Advisors.
Founded
G2 Rating
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.