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Equisoft/connect Claim

CRM for Insurance & Financial Advisors

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Equisoft/connect Overview

Equisoft is a specialized software solution tailored for the financial services and insurance sectors. It's renowned for its comprehensive features that cater to the unique needs of these industries. The software includes modules for insurance policy management, wealth management, and customer relationship management (CRM), integrating these components into a seamless user experience. Equisoft's strength lies in its ability to handle complex financial calculations and compliance requirements, making it indispensable for insurance and financial professionals. Additionally, it offers robust data analytics tools, enabling users to glean insights for better decision-making. With its cloud-based architecture, Equisoft ensures secure, scalable, and accessible data management, facilitating collaboration and efficiency across organizations.

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Contact Details

  • Vendor Name Equisoft
  • Founded 2000
  • Location Canada
  • Employees 501-1000

Support

  • Email Email
  • Chat Chat

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English, French, Spanish

Industries

Financial Services, Information Technology & Services, Insurance, Manufacturing

Equisoft/connect Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management

Equisoft/connect Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

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Equisoft/connect FAQs

Equisoft is a specialized software solution tailored for the financial services and insurance sectors. It's renowned for its comprehensive features that cater to the unique needs of these industries. The software includes modules for insurance policy management, wealth management, and customer relationship management (CRM), integrating these components into a seamless user experience. Equisoft's strength lies in its ability to handle complex financial calculations and compliance requirements, making it indispensable for insurance and financial professionals. Additionally, it offers robust data analytics tools, enabling users to glean insights for better decision-making. With its cloud-based architecture, Equisoft ensures secure, scalable, and accessible data management, facilitating collaboration and efficiency across organizations.

  • No, Equisoft/connect does not offer a free version.

  • No, Equisoft/connect does not offer any free trial.

  • No, Credit Card details are not required for the Equisoft/connect trial.

  • No, Equisoft/connect does not offer an API.

  • Equisoft/connect offers support with the following options:
    • Email , Chat

  • Equisoft/connect offers training with the following options:
    • In-person , Webinar , Documentation

  • Equisoft/connect supports the following languages:
    • English , French , Spanish

  • Following are the typical users of the Equisoft/connect:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Equisoft/connect supports the following deployment:
    • Cloud Hosted

  • Equisoft/connect supports the following devices and operating systems:
    • Web-Based