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Equisoft

Overview
Alternatives
Integrations

Equisoft Overview

What is Equisoft?

Equisoft is another CRM solution specifically designed for financial advisors. It is the only CRM that aggregates client and product data from gateways with insurance and investment platforms—giving advisors a full view of all client data at a glance.

Equisoft Support

Top 10 Equisoft Alternatives & competitors

Considering alternatives to Equisoft?

We recommend to look at similar platforms to find a solution. While doing this you need to pay attention the similarities and differences in cost, general features, certain product capabilities, as well as the number of integrations and client support. Of course, visual presentation also can affect your choice.

We’ve made a list of top competitors that are very resembling in cost and functionality to Equisoft. The list is based on user reviews, so if Equisoft isn’t appropriate for you in any way, here you can easily find the best solution for you. Look at real reviews to see how Equisoft compares to other resembling apps and find the best variant for your business.

E2 Shop System

E2 Shop System

Try for Free

We help shops and manufacturers of all kinds and sizes work smarter for improved efficiencies, greater flexibility and bigger profits.

Really Simple Systems

Really Simple Systems

Try for Free

Our CRM our philosophy is based upon taking complex applications than making them easy and affordable. Experience tells us that the majority of SMEs don't need half of the functionality available in most CRMs and will never use it. So, by applying our philosophy to our CRM we have created a system that organizations can easily adopt and use to successfully manage their business. Basically, making CRM simple!

Onpipeline

Onpipeline

Try for Free

Onpipeline is a cloud-based, reliable, and scalable Sales CRM (SaaS) that includes a full suite of tools that boost sales productivity and make the sales process more human. We believe your business deserves software that's easy to setup and use, and requires minimal training and customization. When you choose Onpipeline, you get more than just a product. You get our commitment!

1CRM

OneCRM Software, powerful and affordable online Customer Relationship & Project Management (OneCRM) Software aimed at deriving better business insights, understand market demands, innovate product/service, meet business deadlines, stay compliant, take steps forward to deliver extra services.

Apptivo

Apptivo

Try for Free

Apptivo is the perfect small business suite for google apps. Apptivo has CRM, Project Management, Invoicing, Timesheets and more. Apptivo's business suite consists of 40+ apps that are integrated and seamlessly work with each other. The information is shared across apps, so data once created can be used everywhere improving overall productivity.

Neon CRM

Neon CRM

Try for Free

NeonCRM is a cloud-based software suite for nonprofit organizations. Its core functionality includes a constituent relationship management (CRM) system, dashboards, custom reporting, events management, volunteer management, and email marketing tools. NeonCRM also offers tiered packages with additional tools including membership management, peer-to-peer fundraising, and online store functionality.

SalesForce

SalesForce

Try for Free

Salescloud CRM Platform is the world’s most complete sales application that takes the very best consumer technologies and puts them at the fingertips of today’s sales rep. Salesforce CRM arms sales executives with an extra knowledge that cannot be obtained if you were supposed to work on your own.

Nutshell

Nutshell

Try for Free

Nutshell is a sneaky powerful cloud-based CRM and sales automation tool for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, fully customizable reporting, and a flexible UI that can fit nearly any sales model.

Realvolve

Realvolve

Try for Free

Realvolve is a Real Estate contact relationship manager (CRM) that helps agents manage contacts, listings, escrows, tasks, files, and important dates. Realvolve keeps real estate agents and brokers organized, effective, and mobile.

UGRU CRM

UGRU CRM

Try for Free

UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact management, sales forecasting, and pipeline management.

Social CRM

Social CRM

Try for Free

The SocialCRM auto shop marketing service provides a comprehensive approach to attracting and retaining customers, using the latest digital marketing strategies to engage customers and accelerate business growth.

This provides you an ability to compare all the best alternatives to Equisoft and make an informed decision. As the appropriate app combination that meets your organization requirements ensure that your work will reach the maximum productivity and increase income along with saving time and labor. Find a suitable program stack and Apiway integrations will allow you to make it all work together for the benefit of your organization.

All Equisoft alternatives

Equisoft integrations

Apiway allows you to integrate Equisoft with thousands of the most popular tools. You can automate your workflow and have more time for main things—no code required.

Equisoft