Apps Like Equisoft/connect for iPhone and iPad
Equisoft/connect screenshots
Ranked alternatives
Showing 321–340 of 1,000 ranked alternatives.
Opal Wealth Advisors Portal
Opal Wealth Advisors, LLC
Access client and manage accounts
Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .
Routzy - Mobile Sales CRM
Coalesce Software
Manage sales, track clients, close deals.
The app transforms an iPad into a mobile sales office. It manages appointments, tracks interactions, creates proposals, and automatically fills PDF paperwork.
My CPA Dashboard
Tareq Salah
Manage client requests and track expenses
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
Rodeo Realty CRM
IDC Global,INC
Manage client interactions and track open house
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
textNtouch
TNT Connects LLC
Engage clients with personalized texts
Send personalized monthly text messages with client names and photos. Choose monthly design templates. Track engagement and responses. Upload content directly. No manual effort required.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.