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Equisoft Connect

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Equisoft Connect

CRM software solution

Equisoft / connect

Manage Meaningful Client Relationships,

Not Data

Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.

Equisoft/connect is a web-based CRM solution designed specifically for advisors seeking to optimize their business practices.

This Is the Solution You’ve Been Waiting For

No customization required
Specifically built for insurance & financial advisors
Built-in pre-filled and fillable industry forms
Gateways & data integration
Compliance automation & collaboration
Loaded with all the features advisors need, without irrelevant extras

Prebuilt, Deployed and Ready to Boost Productivity

Auto-Integrate Your Book of Business Into the CRM

Seamlessly pull client data from our vast gateway network of back-offices. No manual data entry.

Get 360º Client Views With Source Data Connections

Up-to-date insurance & investment portfolios are just seconds away.

Connect 2 Get 360 Client Views With Source Data Connections

Connect 3 1 V1 Auto Integrate Your Book of Business Into the CRM 1

Access Every Insurance & Investment Form

Do it directly from within the CRM platform and make logging into endless insurance or wealth management websites a thing of the past.

Tools Designed to Automate Tedious Tasks, and Enhance Customer Service

Optimize Your Productivity With Sales On the Go

Enhance performance with automatic renewal & upsell opportunity alerts. Continuously monitor results through easy to produce activity and executive reports. Download the Equisoft/connect mobile app, and connect to CRM productivity wherever and whenever you need access to it.

connect 4 Optimize Your Productivity With Features Designed to Maximize Sales On the Go

Connect 5 Gateways screenshot Seamless Data Integration Marked up

Seamless Data Integration, Ultimate Efficiency

Our solution seamlessly integrates data. You don’t need to manually enter your book of business.

Customer data loads automatically in the CRM via our vast network of data gateways for a full financial picture of your client.

Financial Planning & Needs Analysis Applications, Built In

Combine Equisoft/connect with our Plan and Analyze applications to form a world class suite of advisor tools so powerful you won’t know how you did business without them.

Get Onboarded Fast, With Enterprise-Level Features for A Fraction of the Cost

For A Demo & Price Complete & Submit the Form Below or Call 1-402-740-7356

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