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equisoft/connect
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM software for businesses of all sizes
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equisoft/connect - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: March 2026
equisoft/connect overview
What is equisoft/connect?
Equisoft/connect is a powerful CRM software designed to help financial advisors, insurance professionals, and enterprises spend less time maintaining data and more time engaging customers. It is deployed as a cloud-based solution, allowing businesses to access the software from any location.
The main functionalities of Equisoft/connect include 360-degree client views with source data connections, access to every insurance and investment form, record and timestamp emails and phone calls for compliance, investment and insurance-based alerts, Google and Outlook integration, financial planning, and more. The software also offers users the benefit of minimizing effort and improving customer relationship management with centralized data feeds, saving time and reducing costs through workflow automation, automating compliance, and optimizing day-to-day for better service and more sales every day.
Equisoftconnect offers integrations with Google and Outlook, allowing users to easily sync their contacts and emails with the software. The software also provides users with the ability to track and manage their sales pipeline and ensure compliance with legal and regulatory requirements. This makes the software an invaluable tool for businesses looking to maximize their efficiency and profitability.
equisoft/connect’s user interface
equisoft/connect reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend0.00/10
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equisoft/connect's key features
Most critical features, based on insights from equisoft/connect users:
All equisoft/connect features
Features rating:
equisoft/connect alternatives
equisoft/connect
Starting from
89
Per month
Maximizer CRM
Starting from
65
/user
Per month
eWay-CRM
Starting from
20
/user
Per month
Redtail CRM
Starting from
39
/user
Per month
equisoft/connect pricing
Value for money rating:
Starting from
89
Per month
Flat Rate
User opinions about equisoft/connect price and value
Value for money rating:
equisoft/connect integrations (1)
Integrations rated by users
We looked at 3 user reviews to identify which products are mentioned as equisoft/connect integrations and how users feel about them.
Integration rating: 5.0 (1)
“All the emails related to a project or talent management goes right into Monday.com. It's great”
“Scheduling of appointments.”
Patricia D.
Manager Business Administration
equisoft/connect support options
Typical customers
Platforms supported
Support options
Training options