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.

Efficy CRM

Efficy CRM

Try for Free

Efficy CRM adapts to your needs and not the other way around. Efficy CRM enables you to grow and develop your business activity in a very structured way.

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.

Copper CRM

Copper CRM

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Copper is a CRM solution designed for its further integration with G Suite. The software resembles the look of Google products. This CRM platform is an ideal choice for small businesses that aim to increase their productivity level.

SalesCRM

SalesCRM

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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.

Creatio

Creatio

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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.

FULL FABRIC

FULL FABRIC

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FULL FABRIC is an all-in-one recruitment, admissions and CRM platform built for higher education institutions to manage the entire student lifecycle from initial enquiry to alumni relations.

Locobuzz

Locobuzz

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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.

edge CRM

edge CRM

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Designated as India's Most Promising CRM, edge CRM is a customer relationship management platform conceived, instigated, and perfected by salespeople for the salespeople. edge CRM is a completely customizable CRM suitable for all business sizes pertaining to every industry profile.

FinCRM

FinCRM

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FinCRM holds expertise in providing Customer Relationship Management (CRM) Software and Full Stack Office Management solutions. The company possesses prowess in developing tailored CRM software solutions with the integration of advanced features to empower your workforce and lead to the pathway of lucrative business opportunities. It also offers CRM integrated Office Management Software to streamline your internal operations, improve marketing proficiency, and upsurge productivity.

Jenzabar One

Jenzabar One

Try for Free

Jenzabar One is a flexible, cloud-ready platform exclusive to higher education. Our powerful suite of technology products and services provides your campus with mobile-friendly solutions to drive institutional and student success.

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.

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