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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Bridge No 
DocuQuest No 
EHSQuest No 
Equisoft/illustrate No 
Equisoft/manage No 
Flexspring No 
PeopleQuest No 
ProjectQuest No 
StreetSmart No 
Switch Automation No 
Symmetrical No 
The Cloud Connectors 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 
Symmetrical Yes 
The Cloud Connectors 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 

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