Equisoft/connectEquisoft
|
||||||
Related Products
|
||||||
About
With EquisoftLive you only pay for the features you want. Every package includes the Standard and you can then choose which add-ons you need. The Standard package includes two user logins for the account. With EquisoftLive you can easily keep track of all your important horse information and related costs. Once entered into your own private database, invoices can be produced in seconds taking into account split ownership, keep rate changes and lots more variables. EquisoftLive is a horse management system that you can use on the internet. This means that you can access the horse information you need on any computer or mobile device once you have a web connection. With EquisoftLive you can easily keep track of all your important horse information and related costs. Once entered into your own private database, invoices can be produced in seconds taking into account split ownership, keep rate changes and lots more variables.
|
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
Horse breeders and racers searching for a solution to manage their horses, inventory and 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
No information available.
Free Version
Free Trial
|
Pricing
$89.00/month/user
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationEquisoftLive
Founded: 1991
Ireland
www.equisoftlive.com
|
Company InformationEquisoft
Founded: 1991
Canada
www.equisoft.com/products/advisor-crm-connect
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Horse Features
Billing & Invoicing
Breeding Management
Client Database
Expense Tracking
Feed Management
Horse Database
Horse Records
Income Statements
Medical Records
|
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
|
Integrations
Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
|
|||||
|
|
|