Apps Like Equisoft/connect for iPhone and iPad
Equisoft/connect screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
Masters: Salon Scheduling App
Jam Soft LLC
Schedule and send reminders
Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.
Propertybase GO
Boston Logic Technology Partners, Inc.
Manage contacts, search properties, share listings, send
Manage contacts, perform property searches, and share listings. View and send emails, text, and track urgent tasks. Set appointments and configure real-time notifications for various actions. Stay updated on tasks and manage CRM tools on the go.
BHHS SAGE CRM
HSF Affiliates LLC
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Schwab Advisor Center® Mobile
The Charles Schwab Corporation
Manage client accounts from anywhere easily.
The app allows independent investment advisors to manage client accounts remotely. Advisors can access account balances, positions, and history, and deposit checks using mobile deposit.
Focal | Secure AI for Advisors
OmniClient Inc.
Record meetings, generate notes, sync data
Captures meeting transcriptions and generates AI summaries. Extracts tasks and organizes notes. Syncs data with CRMs. Creates agendas and maintains compliance records.
Contact DOJO
Contact Dojo LLC
Connect with contacts and manage relationships
Manage contacts and track interactions with clients. Create and organize customer profiles. Schedule follow-ups and send reminders. Export data and integrate with email. Share information securely. Monitor relationship status and activity history.
Auric Capital
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
AIRE Advisors
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.