Apps Like Equisoft/connect for iPhone and iPad
Equisoft/connect screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
Deltek CRM for Vantagepoint
Deltek, Inc.
Access pursuits, contacts, and activities on
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Salesmate – Sales CRM
RapidOps Inc.
Manage pipeline and team updates
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
KW: Command
Keller Williams Realty, Inc. Mobile
Manage leads, close deals, and build client
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Hearsay for Intune by Yext
Yext Inc
Connect, share, and manage messages securely
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Nutshell – Small Business CRM
Nutshell, Inc.
Sales teams win more deals anywhere.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.