Apps Like Equisoft/connect for iPhone and iPad
Equisoft/connect screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
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.
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.
HAR CRM
Houston Association of Realtors
Manage contacts, track interactions, sync data across
Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.
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.
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.
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.
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.