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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

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

Equisoft/connect FAQs

  • 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