
eLead CRM integrates within CDK Global's broader dealership technology suite bringing together lead management, customer tracking, marketing automation, service workflows, and AI-powered analytics. The platform understands automotive-specific processes including trade-in evaluations, financing workflows, and F&I department operations with pre-configured workflows. As part of CDK Global, it connects natively with CDK's DMS and supports integration with other major DMS providers. For stores using CDK DMS, eLead automatically pulls vehicle records, repair orders, and customer history into the CRM without manual import. Custom pricing based on dealership size and number of users.
The 2026 Dealer's Guide to Automotive CRM
Starting Price
CRM for financial advisors, by financial advisors - part of comprehensive wealth management platform.
Starting Price
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.
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.