Our plans and pricing

Equisoft's customer relationship management software helps you manage your customers, so you can build deeper relationships.

Start with the CRM, or try the whole suite of solutions, with monthly pricing and no contracts, you don't have to worry about choosing the wrong plan.

Priced to start with a robust CRM, or a comprehensive toolset

Find The Plan That Is Right For You





Customizable homepage to show what you want to see.

Import data instantly and securely from numerous gateways.

Set access rights for every user on your team.

Import emails from your existing provider into the CRM.

Calendar management that syncs to your existing calendar.

Securely send emails directly within the CRM.

Create activities for one or multiple contacts.

Create individual emails or emails for all contacts.

Upload and store unlimited documents and forms.

Robust search capabilities to find what you need fast.

Add investment products, companies, mutual funds, and GICs.

Investment search and export.

Manage insurance products, coverages, contracts & beneficiaries.

Full pipeline and opportunity management.

Categorize your contacts into groups and action on groupings..


Create custom financial & insurance plans for each client.

Generate and print shareable documents.

Import or complete client investment portfolio.

Import or complete client insurance portfolio.

Easily show clients cash flow.

Automated retirement analysis with graphs & tables.

Create alternative scenarios based on new goals or life events.

Manage contributions and withdrawals visually.

Fast life insurance needs analysis.

Simplified financial insurance needs analysis.

Dozens of calculators for you & your clients.

Insurance, retirement, & financial planning in one system.

Illness & disability analysis.

Unlimited reports.


Full net worth management.

Household management tools.

Asset management illustrations.

Full asset and liability calculations.

Add client income & expenses for cash flow.

Build plans and example retirement scenarios.

Full asset allocation analysis.

Variety of tools you need to grow client's wealth.

Frequently Asked Questions