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.

LenderLogix QuickQual LenderLogix
QuickQual is a Mortgage Application Conversion Machine QuickQual is a custom branded Mortgage Calculator that loan officers send via text messa…
Breathe Life Needs Analysis & Quoter Zinnia
The first module in our platform is the Needs Analysis & Quoter. Whether driven by the Consumer, the Advisor, or a Hybrid of both - the client c…
Digital Marketing RD Global
Our digital marketing team works towards helping you reach your business goals by boosting brand awareness and enhancing conversions. Right from…
LifetimeEngage Sureify
LifetimeEngage fosters a lifelong relationship between you and your policyholders, leading to greater brand loyalty and persistency.
Breathe Life Advisor Tools Zinnia
The third module in our platform is the Advisor Tools. Whether driven by the Consumer, the Advisor, or a Hybrid of both - the client can get an…
PMACS® Producer Management & Compensation System Infosys BPM Ltd
PMACS® is a comprehensive suite of producer and distribution management software products specifically designed for the financial services indus…
CRM CRMNEXT
CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates yo…
Squirro Customer Insights Squirro
Connect the dots: Detect new opportunities, develop an intimate understanding of customers, partners, and markets, spot trends and back your sal…
Breathe Life Data Dashboards Zinnia
The fourth module in our platform is the Data Dashboards. This portion of the Breathe Life Hybrid Distribution platform allows carriers to reach…
CASH Suite Wolters Kluwer
A powerful commercial lending software solution that helps business lenders increase profits and grow top line revenue by achieving straight-thr…
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…
dpEngine Constellant
Ecosystem Management-as-a-Service (EMaaS) products don’t just facilitate seamless information flow and exchange. They’re designed to simplify an…
Corporate Finance Data Analytics and Client Insight i2i Logic
i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of yo…

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