Dennis TylerEquisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
Pros
- Comprehensive CRM Tool
- Centralized Task Management
- Great User Interface
Cons
- Slow Email Interface
Comments
No Title
Equisoft/connect has greatly simplified our client management processes. The user-friendly interface and robust CRM features make it easy to keep track of client interactions and manage our sales pipeline efficiently.
Bryce
Equisoft has put all the important tasks together, which is very helpful. No need to switch between applications or forget what must be completed. It makes our work process steady and productive.
Terry
Equisoft enables our financial advisors to concentrate on the most crucial aspect, which is our clients. All necessary information is easily accessible, including investment details and past communications. Makes building strong client relationships a breeze. Highly recommended for any financial advisor
