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About

A powerful CRM to help you know all your showroom visits, bookings, vehicle sales, loans & payment schedules. Set sales targets for your company revenue-wise for a month, quarter, half-year, etc. Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor & manage the sales performance of your business and sales teams. View the status of each follow-up and prioritize leads to get more account openings faster. See the condition of each lead follow-up & prioritize accordingly to sell more, faster.

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 interested in a specialty CRM solution built for their industry

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

No information available.
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

Dquip
Founded: 2009
India
www.dquip.com

Company Information

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

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Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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 Dquip and update features and information
Claim Dquip and update features and information
Claim Equisoft/connect and update features and information
Claim Equisoft/connect and update features and information