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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.

Capsule CRM

Capsule CRM

Try for Free

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.

Microsoft Dynamics CRM

Microsoft Dynamics CRM

Try for Free

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.

Zoho CRM

Zoho CRM

Try for Free

Zoho CRM is the name of an on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support and other business functions.

Salsa

Salsa

Try for Free

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.

Close

Close

Try for Free

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.

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.

Qymatix

Qymatix

Try for Free

Qymatix is an AI startup helping B2B companies transform sales data into insights that support profitable growth. The artificial intelligence-based Qymatix Predictive Sales Software provides analytics for cross-selling, churn risk and pricing in traditional and digital channels.

SalesCRM

SalesCRM

Try for Free

SalesCRM is the best CRM for Startups. SalesCRM is a sales CRM software specifically designed for meeting the needs of small businesses. This CRM software is a highly recommended CRM for startups, growing agencies, and is ideally suited for generating detailed reports and allowing better project supervision and management.

SalezShark

SalezShark

Try for Free

SalezShark CRM software works perfectly in helping start-ups when it comes to streamlining the collection, evaluation, and distribution of databases in a sales pipeline. It is designed in a manner that has the potential to cut down the manual and repetitive tasks that help sales and marketing professionals to boost their efficiency and productivity.

OfficeClip

OfficeClip

Try for Free

OfficeClip LLC is a leading provider of web-based business solutions for small and medium businesses. We provide integrated solutions to manage customers, employees, and projects. OfficeClip has a suite of different applications like Timesheet and Expense tracker, Contact Manager, and Support Desk.

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