Top EquinoxCRM Alternatives, Competitors & Similar Software

Financial Services Software

Lucep is an omnichannel customer engagement solution. Team Lucep now builds and implements enterprise level customer management products and solutions that are actively used by the world's largest insurance companies, banks, automotive manufacturers and dealers, government agencies, healthcare providers, hospitality industry leaders, etc. Lucep currently has more than 1,800 customers and over 26 delivery and integration partners globally. For SMBs, Lucep offers a sales enablement platform to connect leads from your digital channels directly to the sales team in under 60 seconds. Recently selected as winner of Metlife collab EMEA 3.0 contest for the most innovative insurtech solution. Bagged StartUp of the Year 2017 award from SiliconIndia Magazine under the Customer Experience Management category.

Financial Services Software

Full-service managed IT services firm in New Jersey specializing in the legal, financial and health care industries

Financial Services Software

PowWow Mobile is redefining the mobile enterprise. Our rapid mobile app solution, SmartUX, enables organizations to simplify and extend business apps to mobile by modernizing and streamlining existing processes to deliver new and intelligent “enterprise to edge” experiences. Built on best of breed open technology, SmartUX provides a low-code, drag and drop environment for rapidly creating and deploying secure cross-platform mobile apps. With unmatched accessibility and ease-of-use, our solution facilitates collaboration between IT and the business, significantly reducing backlogs and accelerating time to value. Enterprises in the financial services, manufacturing, telecom, software, transportation, consulting and the public-sector industries trust PowWow Mobile to empower their anytime, anywhere workforce; increase agility and competitive advantage, and drive innovation and productivity through smart business mobile apps. Based in San Francisco, PowWow Mobile has garnered prestigious awards and recognition from AOTMP, Compass Intelligence, Gartner and more. Learn more about how PowWow Mobile is redefining the mobile enterprise at www.powwowmobile.com

Financial Services Software

Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution.

Financial Services Software

Your electric customers are real people trying to understand the benefits and challenges of EVs, solar, storage, DR, VPPs, energy efficiency, and how much it's all going to cost. We help you reach, educate, onboard, and keep customers happy with groundbreaking digital tools that simplify the electrification journey. Behind the scenes, we are a mix of software and energy industry veterans that have been launching user-friendly digital solutions for utilities & energy transition companies for nearly a decade.

Financial Services Software

Botsplash is a B2B2C omnichannel customer engagement platform that combines messaging channels such as SMS, web chat, Whatsapp, Call Forwarding, Conversational AI and more onto one unified SaaS-based dashboard. Our users are able to deploy effective inbound and outbound campaigns and produce higher conversions, while reducing the agent fatigue and burnout. Botsplash helps sales and marketing teams co-create customer experiences to maximize lead engagement and conversion. Botsplash helps users generate leads and referrals, create more repeat business, and build a strong relationship with their clients and prospects. Check out some of our popular features ↘ CRM Sync ↘ Online Meetings ↘ Chat Lead Generation ↘ Exchange documents ↘ Appointments ↘ Landing Pages ↘ Schedule texts ↘ Spanish Translation ↘ Chat Knowledgebase ↘ Lead Re-Distribution ↘ AI Summary ↘ Conversational chatbot ↘ Custom Automation Flows ↘ Agent Mobile App and more... Botsplash takes a human-first approach and lets the real interactions inform how and when to use automation. Our clients range from small to enterprise size and we offer solutions for a range of industries. → Is improving ROI need of the hour? → Would reducing CPL give you more spend budget? → Increasing conversion is a goal for you? → Dealing with abandoned leads due to low agent availability? → Are you spending too much of multiple vendors and looking to reduce costs? We can help you get there. Grab a DEMO today. Our goal is to help you maximize your conversions, help us help you. -- -- -- -- -- -- -- -- Do you know someone who could benefit from our service? A client of yours, a partner of yours, a friend? Refer a friend to us and get rewarded! Additional details can be found by visiting the link below. https://www.botsplash.com/referrals

Financial Services Software

AI Phone Calls just like Humans

Financial Services Software

Geckolyst helps you take customer experience management to the next level. A motely crew of data wizards, number crunchers, tech geeks and designers from Mobme, we use data analytics to help you better your business. Evaluating customer experience at every touch point, not only helps you understand evolving customer expectations, but also, the changes you need to make to meet them. With more than 46.2K current users across organisations, we have the right product for you, be your industry telecom, hospitality, retail,financial services or airlines. By analyzing data from multiple channels, our products provide a comprehensive view across touch points, and helps you view statistics like customer sentiment, product and service issues, intent to churn, emerging trends and much more; all at the click of a button. For instance using the Geckolyst NLP engine, we are able to analyze customer conversations and categorize the same to relevant topics for quick action and for future analysis purpose. We help you to accurately identify key performance areas, using robust technology that can be easily incorporated into existing systems. Also, features like alert generation based on score and sentiments and repolls to confirm that an issue has been sorted with satisfaction help organizations provide the best possible customer experience. Our AI enabled tools will definitely help create a better customer

Financial Services Software

Zappix provides an AI-Powered Digital Engagement Platform. Zappix transforms the user journey during customer service interactions – engaging through Digital Outreach, deflecting inbound inquiries using Digital Self-service (Visual IVR), and optimizing agents’ activities using Digital Agent Assist. The cloud-based platform enables workflow automation, rapid developments, and integration to back-end systems and provides an actionable Analytics Suite. The Zappix solution provides significant benefits and ROI: reducing costs by increasing containment rates for contact centers, improving customer experience and Net Promoter Score (NPS), creating new revenue opportunities using targeted promotional banners, and automating revenue-generating use cases.

Financial Services Software

JeffreyAI is not just a business engagement platform; it's the brilliant catalyst that propels scaling businesses into the fast lane of growth. With its unmatched capabilities, JeffreyAI automates the core pillars of success - sales, marketing, and customer service administration - turning your business into a powerhouse of efficiency and excellence. Say goodbye to manual tasks and hello to streamlined success with JeffreyAI! 📅 Secure your demo today to delve into the extraordinary world of JeffreyAI

Financial Services Software

Developer of a feedback software designed to help restaurants handle customer feedback. The company's software uses an intelligent survey engine to continuously identify areas of improvement, enabling restaurants to grow the business and keep customer satisfaction high.

Financial Services Software

SYNACT, Inc. is a Microsoft Partner based in Rochester, NY focused on the implementation of Microsoft Dynamics 365. This all-in-one business management solution is helping organizations engage customers and employees, optimize operations and find new ways to deliver value to customers. Empower your marketing, sales, and service professionals to deliver personalized experiences at scale with SYNACT. We provide a unique-to-the-industry, all-inclusive pricing model by charging a fixed investment per user on a monthly basis; the training, support, and customizations are all included. Accelerate your business growth with Office 365 and Dynamics 365 by harnessing the power "One Microsoft" and SYNACT's unique business model.

Financial Services Software

Competent Support for SaaS businesses

Financial Services Software

Developer of a secure and advanced platform intended for building financial applications. The company's cost-effective SaaS platform combines a scalable modular architecture with the comprehensive marketplace of in-class financial features under a unified API with customizable widgets enabling users to build and integrate world-class Fintech applications or add financial products like charge card issuance, depository services, ACH and payments, KYC, credit reports and loyalty programs., Embedded banking for any organization

Financial Services Software

Dashly is a customer communication platform for your SaaS business. It helps acquire customers with data collecting forms, nurture them with personalized automated messages and manage (segment) the leads to return the hottest ones. Install Carrrot and increase the profit of your SaaS business.

Financial Services Software

Provider of fintech innovation & design services to simplify the world of financial services across web, mobile and touch-enabled devices. The company's platform transforms the way investment companies communicate product information to private investors, financial professionals and institutional investors by allowing customers to access 24/7 information about a fund in an engaging and interactive way across web, mobile and touch-enable devices, enabling financial service companies to deliver transformational digital change and win and retain more businesses.

Financial Services Software

Provider of fintech innovation & design services to simplify the world of financial services across web, mobile and touch-enabled devices. The company's platform transforms the way investment companies communicate product information to private investors, financial professionals and institutional investors by allowing customers to access 24/7 information about a fund in an engaging and interactive way across web, mobile and touch-enable devices, enabling financial service companies to deliver transformational digital change and win and retain more businesses.

Financial Services Software

Engage.com is a well-funded, revenue-generating company growing fast at our headquarters in Tel Aviv. We are reinventing in-journey customer engagement with innovative value solutions based on years of intensive research and cutting-edge AI development. Our mission is to transform the customer engagement space—making it more effective, more efficient, and more evocative than ever before. Our secret to success lies in our extraordinary team. Engage.com employees are uniquely motivated, talented and energized. We work together to deliver the world’s most engaging AI solutions... and we have a great time doing it. Our shared vision and drive embolden us to dream big, and our combined years of experience and expertise turn our dreams into reality. We are currently hiring new team members of all backgrounds! Check our open positions to find the position most relevant to your skills and passions. We can’t wait to hear from you!

Financial Services Software

Kaizo is a company that offers a platform for customer support operations. It aims to streamline and optimize customer support processes by providing tools and features to track and improve performance.

Financial Services Software

Fullview is a B2B platform that builts and sells SaaS products to companies to scale the customer technical support.