Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Bridge
Cobalt
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
ProjectQuest
QuickBooks Online
QuickBooks Online Advanced
Integrations
Bridge
Cobalt
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
ProjectQuest
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
$89.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux
Deployment
SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux
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
Equisoft
Founded
1991
Country
Canada
Website
www.equisoft.com/products/advisor-crm-connect
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/solutions/industries/financial-services/overview/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management