Reviews
No one has reviewed Equisoft yet.
Features
2 of 15 answered so far. Compare all CRM tools →
AI assistant · Ask questions, draft emails or summarize clients inside the CRM
Not known yet
Meeting notetaker · Records, transcribes or summarizes client meetings
Not known yet
Workflow automation · Build multi-step workflows that run on their own
Not known yet
Email & calendar sync · Two-way sync with Outlook or Gmail
Not known yet
Texting · Text clients from the CRM, with archiving
Not known yet
Client portal · Clients log in to see documents, tasks or their data
Not known yet
E-signature · Built in, not only through an integration
✓ Yes · from their website (source)
Digital onboarding · New-client intake and account-opening workflows
Not known yet
Households · Group clients into households and relationships
Not known yet
Email marketing · Newsletters, drip campaigns or bulk email
Not known yet
Compliance archiving · Keeps email and texts for books-and-records rules
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
✓ Yes · from their website (source)
Built on Salesforce · Runs inside Salesforce
Not known yet
Use Equisoft? Say what it has and how it really works
Integrations
Listed on the vendors' websites, and what advisors who use both say. How's your Equisoft ↔ ____ integration?
