Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bridge
Cobalt
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
ProjectQuest
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
Slack
StreetSmart
Switch Automation
Symmetrical
The Cloud Connectors
Workato

Integrations

Bridge
Cobalt
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
ProjectQuest
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
Slack
StreetSmart
Switch Automation
Symmetrical
The Cloud Connectors
Workato

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

Alternatives

Wealthbox Reviews

Wealthbox

Starburst Labs

Alternatives

NCheck BioAttendance Reviews

NCheck BioAttendance

Neurotechnology
NexJ CRM Reviews

NexJ CRM

NexJ Systems Inc.