Use Celent's VendorMatch directory to identify and learn more about lead management systems. Lead management tools automate the lead conversion process. The tools typically aggregate leads from all sources in one place, track the activities and interests, and manage the complete customer life cycle from capture to conversion. Compare and contrast the tools in the directory by using the filters and comparison features available.

SideDrawer Platform SideDrawer Inc.
The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
AdvisorStream AdvisorStream
AdvisorStream is an industry-leading automated marketing platform that drives engagement and builds business. We empower Advisors to deliver the…
ChatbotPlus egabiFSI
Chatbots are taking over social media marketing as they allow consumers to engage with them in terms of content consumption, customer service, a…
SatuitCRM Satuit Technologies
Satuit Technologies is the premier software solutions provider for buy-side asset management, hedge fund, wealth management, private equity, and…
Vymo AccelerateIQ (advanced usage and optimization) Vymo
Vymo AccelerateIQ for advanced usage and optimization Accelerate Sales Usage Vymo AccelerateIQ is designed to assist new customers to position…
dpEngine Constellant
Ecosystem Management-as-a-Service (EMaaS) products don’t just facilitate seamless information flow and exchange. They’re designed to simplify an…
ManageMy Platform - P&C ManageMy
Policyholders & Agents are Property & Casualty Insurance Carrier's greatest assets. The ManageMy Platform allows out clients to reach their full…
InsurerMate© P&C CorePAS Suite Bytesforce Technologies
About Bytesforce: Bytesforce is an industry leading technology provider of insurance solutions. Recognized by Celent as a ‘LUMINARY’ in the Core…
Vymo OnboardIQ (AI Assisted Recruitment & Onboarding) Vymo
vymo onboardiq Vymo OnboardIQ is an AI Enhanced Mobile/Responsive solution that is ideal for people in the field or back office. Recruit IQ has…
Vymo DistributionHUB Vymo
Vymo DistributionHUB Vymo Distribution Hub is your core Distribution Management Platform DistributionHub is designed for desktop users to manag…
Tower TechRules
Tower: Leading financial software solution for Wealth Management. Efficiently manage a large number of complex customer portfolios with a large…
Mortgage Suite nCino
The nCino US Mortgage Suite offers a comprehensive, cloud-based platform to simplify the mortgage lending process. It aims to enhance operationa…
PFTPro Suite Prometeia
PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
SISE P&C & Claims SISTRAN
SISE PAS P&C System is a fully functional web-enabled insurance solution that reduces the cost of doing business through automation and optimiz…
Cloud Insurance Platform Cloud Insurance
Imagine a solution to any insurance business challenge. Now let us provide it for you. Whether you want to launch new markets, onboard new partn…

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