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.

Shape Software is described as very user-friendly and easy to set up with straightforward controls and easily understood core functions. The cloud-based solution offers tools to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers, and automate everyday tasks. Features include email and SMS marketing automation, lead capture, pipeline organization, customer relationship management, and daily task automation. Suitable for businesses in legal, real estate, mortgage, insurance, education, HVAC, and construction industries. While search results suggest automotive applications, Shape CRM is more accurately positioned as a general business CRM with industry flexibility rather than automotive-specific software.
Financial Services Cloud: Best Financial Services CRM for Banks, Wealth Managers, and Insurance Companies.
Founded
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.
Cloud-based CRM platform for life insurance agents and advisors
G2 Rating
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.
Insurance agency management systems and CRM tools for independent agencies.
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.