Top 10 Alternatives to Equisoft/connect Recently Reviewed By G2 Community
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How it works
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Freshsales is a sales CRM built to help you stop juggling between multiple tools. It’s ideal for small businesses and refreshing for enterprises.
Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Unanet AE ERP is a software solution for AE firms that provides integrated ERP capabilities including project-based planning, accounting, billing and more.
CRM for Financial Advisors
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social.