Equisoft/connect vs. SpinOffice CRM Comparison


Equisoft/connect Equisoft	SpinOffice CRM Mulberry Garden	+	+
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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.	About With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. Best of all, you share all information in the database with your colleagues, which makes SpinOffice the ultimate team application for any small to medium sized business. Customer management A central database for your business relations, email management, appointments, tasks, notes and conversation reports, projects, files, documents and files. Communication Use templates (mail & documents) for optimal communication, segment relationships (contacts types & tags) and build your own personalized CRM database. Collaboration Save time and increase productivity within your organization by sharing information and collaborating as a team. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.
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 Financial advisors that need a CRM built for financial advisors	Audience Any small to medium sized business that is looking for a CRM that really saves time
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $89.00/month/user Free Version Free Trial	Pricing $27.50/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 5.0 / 5 ease 4.0 / 5 features 4.5 / 5 design 3.5 / 5 support 5.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Equisoft Founded: 1991 Canada www.equisoft.com/products/advisor-crm-connect	Company Information Mulberry Garden Founded: 1999 Netherlands www.spinoffice-crm.com
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Categories Financial CRM	Categories Contact Management CRM Customer Service Document Management Email Archiving Email Management Email Marketing Financial CRM Kanban Real Estate CRM Task Management
Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management	Show More Features 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 Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Customer Service Features Alerts / Escalation Appointment Management Call Center Management Email Management Knowledge Base Live Chat Performance Metrics Queue Management Self Service Portal Social Media Integration Surveys & Feedback Virtual Assistant Workflow Management Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Email Archiving Features Access Control Backup Management Compliance Management Data Deduplication Data Export eDiscovery Encryption Retention Management Storage Management Threat Protection Email Management Features Data Recovery Email Archiving Email Monitoring Queue Manager Response Management Routing Shared Inboxes Signature Management Spam Blocker Whitelisting / Blacklisting Kanban Features Collaboration Tools Dependency Tracking KPI Monitoring Milestone Tracking Multi-Board Prioritization Project Planning Roadmapping Supports Scrum Task Management Time Tracking Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Task Management Features Collaboration Create Subtasks Gamification Gantt Charts Mobile Access Percent-Complete Tracking Progress Tracking Recurring Tasks Reporting/Analytics Spreadsheet View Task Board View Task Planning Task Scheduling Task Tracking Time Tracking To-Do List View
Integrations Bird Bridge DocuQuest EHSQuest Equisoft/illustrate Equisoft/manage Flexspring Mailchimp Microsoft 365 Mollie PeopleQuest ProjectQuest StreetSmart Switch Automation Symmetrical The Cloud Connectors Show More Integrations View All 12 Integrations	Integrations Bird Bridge DocuQuest EHSQuest Equisoft/illustrate Equisoft/manage Flexspring Mailchimp Microsoft 365 Mollie PeopleQuest ProjectQuest StreetSmart Switch Automation Symmetrical The Cloud Connectors Show More Integrations View All 4 Integrations
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