Blue Square Toolkit

Blue Square Toolkit

Blue Square Apps
+
+

Related Products

  • Canopy
    1,025 Ratings
    Visit Website
  • Time To Pet
    307 Ratings
    Visit Website
  • Repair-CRM
    37 Ratings
    Visit Website
  • Time Tracker by eBillity
    3,434 Ratings
    Visit Website
  • pCloud Business
    188 Ratings
    Visit Website
  • Gym Assistant
    240 Ratings
    Visit Website
  • Curtain MonGuard Screen Watermark
    7 Ratings
    Visit Website
  • InboxAlly
    128 Ratings
    Visit Website
  • JS7 JobScheduler
    1 Rating
    Visit Website
  • Greatmail
    9 Ratings
    Visit Website

About

A CRM is ideally suited for professionals and teams that want a simple solution that works. Unlimited everything for a per-user monthly price. No contracts. Get started with a free 14-day trial. Attract & keep great clients by implementing Pareto Systems' best practices into your business. An innovative tab navigation system that enables you to work quickly and efficiently. Track important information on your process, and your communication with clients. Important client data is secure with bank-grade encryption and geo-redundant data centers. Our knowledgeable support team is also available from 6am to 4pm Pacific Time Monday to Friday. Open up multiple tabs to view multiple Contacts, Accounts, Tasks, and your Calendar all at the same time. Click between records to find the information you need as quickly as possible. Build stronger client relationships by tracking valuable information on your client's Family, Occupational, Recreational interests, and Money.

About

Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to manage and improve their operations

Audience

Financial advisors that need a CRM built for financial advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per user month
Free Version
Free Trial

Pricing

$89.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Blue Square Apps
Canada
www.bluesquaretoolkit.com

Company Information

Equisoft
Founded: 1991
Canada
www.equisoft.com/products/advisor-crm-connect

Alternatives

shopVOX

shopVOX

TechVOX

Alternatives

NCheck BioAttendance

NCheck BioAttendance

Neurotechnology
Peruse Lease

Peruse Lease

Peruse Software
AM-Win Workshop

AM-Win Workshop

AM-Win Software
Slingshot

Slingshot

dgNetrix Communications
Wealthbox

Wealthbox

Starburst Labs

Categories

CRM

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
Symmetrical
The Cloud Connectors

Integrations

Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
Symmetrical
The Cloud Connectors
Claim Blue Square Toolkit and update features and information
Claim Blue Square Toolkit and update features and information
Claim Equisoft/connect and update features and information
Claim Equisoft/connect and update features and information