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.
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.
Creatio is a global software company providing a leading low-code platform for process management and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent products accelerate sales, marketing, service and operations for mid-size and large enterprises.
With a limit of 1,000 contacts and 1,000 emails/month, Enagebay CRM suggests its users the cheapest paid plans of the 3 providers. The basic plan will cost you $12 a month per user, and it includes 10,000 contacts and the same amount of emails.
Roboeyelabs is crm platform that helps grwing businesses in meaningful way with connecting their all customer and records in singe platform and manage them. It is used to automate you daily work routines and save your work and effort.
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.
Close focuses on taking your sales to another level, with its smart email conversation history tracking keep your team updated. Get a robust view of your leads, communication, pipelines and measure the performance of your sales team.
OPAL CRM is a unique CRM Software to track and Manage Leads offline and online in a single window. It allows auto segmentation of leads, High performing CRM software for Enterprise and Small businesses. It is easy to use and fits in all budgets. It is used to streamline the everyday process of tracking the leads and Extendable Enterprise needs.
Salsa CRM is a cloud-based constituent relationship management platform that helps nonprofits track supporter relationships, manage online and offline fundraising, and intelligently report on everything.
Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM.
DonorPerfect is a fundraising solution suitable for all nonprofits. It helps users manage donations, contacts, receipting, reporting, email and fundraising initiatives from a single system.
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.
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.
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.
You have reached the maximum per-minute rate limit.
Try again in one minute.