Apps Like Equisoft/connect for iPhone and iPad
Equisoft/connect screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Alliance Wealth
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Mothernode CRM
Mothernode, LLC
Manage customers, contacts, and sales on
Manage customer interactions and sales opportunities on-the-go. Access contacts, schedule appointments, send emails, and update tasks. Track communication and stay organized while managing business operations remotely.
Freshsales
FRESHWORKS TECHNOLOGIES PRIVATE LIMITED
Track contacts, automate tasks, and manage deals
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
ProInsight Network
ProInsight Inc
Collaborate, advise, and deliver insights
Business "Access real-time data and analytics. Share insights and collaborate with professionals. Set up custom alerts and integrate with financial tools."
Property Raptor
Sinoway Smart Properties Limited
Manage leads, match clients, email properties
Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.