
eLEAD CRM is a comprehensive cloud-based platform enabling dealerships to manage leads, track customer interactions, automate follow-ups, and run marketing campaigns throughout the customer lifecycle. The platform includes centralized lead capture from web forms, phone calls, third-party providers, and walk-ins, plus customer journey automation through pre-defined customizable workflows for lead nurturing and re-engagement. Features real-time dashboards providing insights into lead sources, sales team performance, and ROI metrics. Now operated as part of CDK Global, one of North America's largest automotive retail technology companies, and continues under the eLeads brand.
Agency Management System (AMS) and CRM specifically built for health and life insurance agencies
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.
Sales suite for the modern insurance agent - sales automation software built for insurance agencies.
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.
AI-Native CRM for Financial Advisors
Starting Price
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.