# equisoft/connect Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about equisoft/connect Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more. Source: https://www.capterra.com/p/158099/Kronos-Finance --- # equisoft/connect Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) equisoft/connect ## What is equisoft/connect? Equisoft/Connect is a CRM solution specifically designed, configured and deployed for the needs and workflows of insurance and wealth professionals. It includes built-in gateways to centralize all of an advisor’s client data in one place. Having a full 360º view of all of a client’s policy information, as well as personal and financial data, not only saves time, but enhances the advisor’s ability to provide superior service whenever it is needed. ## What is equisoft/connect used for? [Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$89 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for equisoft/connect?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://equisoft.com&name=equisoft/connect) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### equisoft/connect 1.7 (3) VS. [4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price CA$89 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 1.3 (3) Ease Of Use 4.2 (610) Value For Money 1.0 (3) Value For Money 4.0 (517) Customer Service 1.7 (3) Customer Service 4.0 (549) ## equisoft/connect alternatives Highest Rated [4.8 (649)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Client Management 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Contact Management 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information CRM 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Import/Export 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Document Management 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location equisoft/connect 29 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage contact details and communication with clients Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria Create, manage and track all task activities and progression Track and manage the scheduling of tasks Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. Features 1.3 (3) 1.3 Based on 3 reviews ## Pricing Value for money 1.0 (3) Basic CA$89.00 Flat Rate,Per Month Value for money 1.0 (3) 1.0 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 1.7 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 1.7 (3) 1.7 Based on 3 reviews ## User reviews Overall rating 1.7 Based on 3 reviews Filter by rating 5(0) 4(0) 3(1) 2(0) 1(2) Mentioned topic Sorted by most recent SM Stephen M. Financial advisor Financial Services ### "Over promised and underdelivered, don't believe anything the sales person tells you" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 21, 2022 If we were not so far along we would dump this program and switch to something else! Pros If it worked I would have liked the gateway linking to suppliers but it can't be trusted as the info is often wrong and often creates duplicate and triplicate clients with the same name Cons The customer support is non existent unless you are a computer geek. They promised us we could use it for email marketing but failed to say it was 20 emails at a time. They told us it was very simple to bring over date form our previous CRM because they do it all the time. It was ANYTHING but simple. Switched from [Act!](https://www.capterra.com/p/175860/Act/) ACT no longer worked for us and were looking for a program that would allow is to do email marketing campaigns Reasons for choosing equisoft/connect Because we through the sales person was being honest when they discussed all the things this product would do for us. The reality is very little of it is possible. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RG Richard G. Conseiller Financial Services ### "Ne remplit pas ses promesses" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 18, 2022 Je suis déçu Pros Le produit est très utilisé dans l'industrie Cons Trop compliqué et trop lourd Les passerelles avec les fournisseurs sont limitées La structure de données des produits de placement est mal conçue Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AP Aaron P. Financial Advisor/Insurance Broker Financial Services ### "Not Intuitive, rigid, not easy to use" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 August 13, 2020 My overall experience with Equisoft has been very poor and I would not recommend this to financial advisors . It is very pricey $99/month (after tax) compared to other easier-to-use CRMs (like Zoho). My biggest frustration was that Equisoft had heavily marketed the fact they can "save" advisors time by automating data entry so advisors can focus on activities that are actually important i.e. selling face-to-face. In my experience, I had to spend MORE time fixing the issues caused by this feature. Pros The ONLY thing I liked about this software was how seamlessly it integrated with my outlook email. And the fact that emails, tasks, and meetings were integrated with the CRM. Cons As a Canadian financial advisor, I've used this CRM for more than half a year and it has been a tortuous and unsatisfying experience. To name a few: - there is absolutely NO customization to the CRM to fit your business. In other words you have to use the layout that's provided for you. - Although the relevant info (insurance policies, contact information) can be summarized on the contact's page, having to navigate the client profile for more details (activities, emails, details for insurance policies, details for contact information etc.) is very time consuming. You have to click many buttons and tabs to get basic information. Other CRMs (like Salesforce and Zoho CRM make this extremely easy for you to navigate their contact pages) - Reports are ridiculously hard to create and edit. And there's no support or documentation to make this easy. - The mobile app is very primitive and you do not get any in-app notifications for upcoming tasks or events - The insurance gateways do NOT sync information accurately to your CRM!!! Which means that your clients will frequently have WRONG information updated on a frequent basis. This was a HUGE deal-breaker for me as I originally committed to Equisoft thinking that I would have little to no data entry (I wouldn't have to manually update my clients' insurance policy information: coverage, premium amounts, monthly modal amounts, insurance type, riders etc.). Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reasons for choosing equisoft/connect I was ultimately mislead by Equisoft and I am promptly switching back to Zoho Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)