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
No
API Access
Has API
No
Integrations
Bridge
No
DocuQuest
No
EHSQuest
No
Equisoft/illustrate
No
Equisoft/manage
No
Flexspring
No
PeopleQuest
No
ProjectQuest
No
StreetSmart
No
Switch Automation
No
Integrations
Bridge
Yes
DocuQuest
Yes
EHSQuest
Yes
Equisoft/illustrate
Yes
Equisoft/manage
Yes
Flexspring
Yes
PeopleQuest
Yes
ProjectQuest
Yes
StreetSmart
Yes
Switch Automation
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$89.00/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
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
Breeder
Cat Breeding
No
Dog Breeding
No
Goat Breeding
No
Horse Breeding
No
Plant Breeding
No
Rabbit Breeding
No
Horse
Billing & Invoicing
Yes
Breeding Management
Yes
Client Database
Yes
Expense Tracking
Yes
Feed Management
No
Horse Database
Yes
Horse Records
Yes
Income Statements
No
Medical Records
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes