Fill in forms automatically within the CRM platform. Logging into endless insurance or wealth management websites is a thing of the past.
Record & timestamp emails & phone calls for compliance. Get follow up or reminder based alerts using workflows. Easy Google & Outlook integrations.
Enhance performance with automatic renewal & upsell opportunity alerts. Continuously monitor results through easy to produce activity and executive reports.
Download the Equisoft/connect mobile app, and connect to the CRM wherever and whenever you need access to it.
Our solution seamlessly integrates data. You don’t need to manually enter your book of business.
Customer data loads automatically in the CRM via our vast network of data gateways for a full financial picture of your client.
Get started right now with your monthly subscription
Connect is ideal for large enterprise use