Go-To-Market Software

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.

Snowball is a cloud-based fundraising platform that allows charitable organizations to accept payments and manage donors. The software includes tools for mobile giving, auction management, and event registration designed specifically for nonprofits and faith-based organizations.

Donately is an online donation platform that helps organizations of all sizes improve their donor experience and raise more money online. It serves nonprofits, schools, churches, and mission-driven organizations with customizable donation forms and integrated payment processing.

GoFundMe is one of the largest crowdfunding platforms in the world, known for its global reach and ease of use. GoFundMe helps individuals across 20 countries fundraise for personal needs, natural disasters, and the charities they support. Note: Fundly closed all campaigns on December 10, 2025 and migrated users to SignUpGenius Donations.

Qgiv, now rebranded as Bloomerang Fundraising, is a robust fundraising platform made specifically for fundraisers. It offers donation forms, event management, peer-to-peer fundraising, text fundraising, auction tools, and donor management capabilities.

OneCause is a comprehensive fundraising platform that helps nonprofits raise more through events, auctions, online fundraising, text-to-give, and peer-to-peer campaigns. Recently joined Bonterra, it serves diverse nonprofit sectors with robust support and training.

Network for Good is an AI-powered fundraising platform built specifically for small and growing nonprofits. Bonterra acquired Network for Good in January 2022 and now operates it as part of the Bonterra social good ecosystem. It combines donor management, fundraising tools, and expert coaching.

Keela is a donor management software and fundraising CRM built specifically for nonprofits. It combines donor management, email marketing, donation management, and reporting in a unified platform designed by fundraisers for fundraisers.

Salesforce for Nonprofit is the leading nonprofit software for fundraising, marketing, program management, grantmaking, and volunteer management. Built on the Agentforce 360 platform, it unifies nonprofit teams and data.

Blackbaud Raiser's Edge NXT is the first truly comprehensive cloud-based fundraising and donor management software solution built specifically for nonprofits and the entire social good community.

EveryAction is a nonprofit CRM software that helps organizations streamline donor management, fundraising, and advocacy efforts to drive meaningful impact.

GoFundMe Pro is the next evolution in nonprofit fundraising, combining Classy's powerful software with GoFundMe's scale and intelligence. GoFundMe acquired Classy in 2022.

Donorbox is a technology company headquartered in San Francisco, California, established in 2014 to provide an online fundraising platform enabling individuals and nonprofit organizations to facilitate online donations.

Givebutter is the most-loved nonprofit fundraising platform empowering millions of changemakers to raise more, pay less, and give better.

Funraise is an online fundraising platform powering thousands of nonprofit missions with exceptional donation experiences and donor insights.

Virtuous is a responsive fundraising platform designed to help nonprofit teams create responsive donor experiences that improve retention and increase impact at scale.

Little Green Light offers online donor management CRM software to track information about donors, prospects, volunteers, event attendees, and board members. An affordable yet powerful donor management software solution built for small and mid-sized nonprofit organizations.

Kindful by Bloomerang helps nonprofits raise more, grow donor relationships, and measure success with powerful CRM tools, integrations, and fundraising insights.

Neon CRM is donor management software built to help nonprofits grow, inspire, and scale with easy-to-use and powerful tools all in one place. The core of the Neon One nonprofit relationship management platform.