Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EquisoftLive offers a flexible pricing model where you pay solely for the features you select. Each package comes with the Standard option, allowing you to add any additional features you may require. The Standard package provides two user accounts for your convenience. With EquisoftLive, managing vital horse information and associated expenses becomes a breeze. After entering data into your secure database, generating invoices can be accomplished within seconds, considering factors like shared ownership, changes in keep rates, and various other details. As an online horse management system, EquisoftLive allows you to access your horse information from any computer or mobile device as long as you have internet connectivity. This accessibility ensures that you can keep track of your horse management needs no matter where you are. The user-friendly interface ensures that even those with limited technical expertise can navigate the system effortlessly.
Description
Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.
API Access
Has API
API Access
Has API
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
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$89.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EquisoftLive
Founded
1991
Country
Ireland
Website
www.equisoftlive.com
Vendor Details
Company Name
Equisoft
Founded
1991
Country
Canada
Website
www.equisoft.com/products/advisor-crm-connect
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management