Equisoft/connect
equisoft.comAdvisor CRM connecting client communication, meetings and policy context
Advisor CRM connecting client communication, meetings and policy context
Sales CRM for lead separation, opportunity tracking, and account context
CRM-to-quote workflows within a configurable business platform
Connected sales, marketing, and service around a shared CRM
Sales pipelines connected to Gmail and other customer channels
Business email discovery with reusable lists and CRM delivery
Branded newsletters with conditional content and CRM-triggered messages
Sales deal tracks and milestone-triggered follow-up with a small free tier
Company visitor identification connected with sales follow-up
Sales, service, and customer journeys in X2Engine's CRM platform
Sales opportunities that carry their records and tasks into post-sale projects
Small-business contact management with daily follow-up reminders
Qualified leads, opportunity follow-up, and quotes in a configurable customer workspace
Customer records, sales activity, and workflows with self-hosted or managed access
Custom sales stages, weighted forecasting, and connected email
Sales opportunities and follow-ups with an optional quoting and invoicing workflow
CRM and automated email or SMS follow-up in one sales platform
Company website intent, prioritized account lists, and CRM workflows
Visual team time tracking with calendar timesheets, project budgets, and team reporting.
A team-chat module with channels, direct messages, threads, mentions, and an inbox inside Hugogen’s workspace.
A flat-fee timesheet app for recording team hours, tasks, costs, and budgets.
Reusable email campaigns with behavioural triggers and CRM connections
Real-estate CRM with workflows that react to customer activity and unfinished tasks