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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.

PipeDrive

PipeDrive

Try for Free

Pipedrive is a Flexible, highly focused on driving the sales, and easy-to-use CRM software built by salespeople and marketing professionals with a single goal – to simplify your sales process and assist salespeople in clinching the deals. Using Pipedrive CRM you can focus on the right people at the right time and convert those people into deals.

OnePageCRM

OnePageCRM

Try for Free

OnePageCRM is an easy to use sales CRM used by sales people and business owners worldwide. Ideal for small to medium sized businesses. Inspired by Getting Things Done (GTD) Productivity principles, you're encouraged to add Next Actions to ensure you always follow up with your prospects.

Maximizer CRM

Maximizer CRM

Try for Free

Maximizer CRM is a customer relationship management software suitable for businesses of all sizes, which includes sales management tools, a customer service system and marketing automation features.

CiviCRM

CiviCRM

Try for Free

CiviCRM is a web-based, open source CRM system, designed specifically to meet the needs of advocacy, non-profit and non-governmental organizations. Elected officials, professional/trade associations, political campaigns and parties, government agencies, and other similar organizations are among its growing number of enthusiastic users.

Malinko CRM

Malinko CRM

Try for Free

With Malinko CRM software it is possible to organize today’s plan for tomorrow. The CRM is customer-centric and allows you to hold your customer database, like data, dropdowns, notes, etc. The tool is ideal for powerful reporting, maintaining custom reports, employee reports, and contact-based reports.

Locobuzz

Locobuzz

Try for Free

Locobuzz is a SaaS platform which converges with technologies like Artificial Intelligence, Machine Learning, Big Data Analytics, to create a 360-degree marketing automation suite to provide a complete Digital Customer Experience.

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.

Insightly CRM

Insightly CRM

Try for Free

InsightlyCRM started as a google app. Now InsightlyCRM is a standalone App. Insightly CRM for Small business harnesses the power of Google and Gmail Apps and brings projects and people together in one easy-to-use dashboard. Keep your projects moving and your leads high with a single point of focus to track your clients, projects and pursue an opportunity.

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.

Sendible

Sendible

Try for Free

Sendible is an all-in-one social media management tool. The SaaS platform simplifies the process of planning and executing multi-platform social media marketing campaigns.

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