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.

Propertybase

Propertybase

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Propertybase is the industry's most comprehensive suite of tools including CRM, Back Office, Lead Generation, Marketing & More make every step from search to sold an intelligent and seamless experience.

Streak

Streak

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Streak CRM has gathered more than 750K+ happy customers. Small businesses use this platform primarily for their hiring purposes. In 2018 Steak platform was recognized by Google as their Top Technology partner of the year.

Really Simple Systems

Really Simple Systems

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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!

Realvolve

Realvolve

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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.

Freshsales

Freshsales

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Freshsales CRM is all-in-one project software, that is free and can enhance team collaboration and communication and streamlines the entire project management journey. This CRM brings context, collaboration, and productivity that helps you sell better.

LionDesk

LionDesk

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LionDesk is a cloud-based customer relationship management solution (CRM) designed for real estate professionals. Key features include contact management, lead distribution, video email and texting, task management and property management.

Apptivo

Apptivo

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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.

Salesmate

Salesmate

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Salesmate CRM is designed for modern sales teams. SalesmateCRM automates lead assignment by any criterion. Everything your sales team needs to sell more and to be more productive like building a sales line and tracking the progress of your leads is built in this software.

Practifi

Practifi

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Practifi is the business management platform powering growing financial advice firms around the world. We’re more than your average CRM. Unlock new insights, manage your pipeline, automate operations, monitor compliance and build deep client relationships, effortlessly.

Capsule CRM

Capsule CRM

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Capsule CRM is an online Customer Relationship CRM that is very simple to use. Capsule CRM is the ideal choice for small and medium-sized businesses. Capsule CRM helps you develop strong customer relationships, make more sales, and get a clear picture of your business so that you can make more informed decisions.

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

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