--- description: Review of equisoft/connect Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: equisoft/connect | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [equisoft/connect](/software/303382/equisoft-connect) # equisoft/connect Canonical: https://www.softwareadvice.co.nz/software/303382/equisoft-connect > Equisoft/connect integrates with your existing sales and service tools so data entry is reduced and advisor workflows run efficiently. The built-in advisor-specific processes streamline and secure communications, reduce errors and create superior client engagement. The Equisoft/connect app for mobile enables advisors to connect to the CRM wherever and whenever they need. Unlike generic CRMs, Equisoft/connect was built to take the stress out of compliance audits. It automatically creates an audit trail by locking completed activities. And all documentation and meeting recordings can be saved to the relevant client record. It gives advisors a better way to manage their practices. > > Verdict: Rated **1.7/5** by 3 users. Top-rated for **Customer Support**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **1.7/5** | 3 Reviews | | Ease of Use | 1.3/5 | Based on overall reviews | | Customer Support | 1.7/5 | Based on overall reviews | | Value for Money | 1.0/5 | Based on overall reviews | | Features | 1.3/5 | Based on overall reviews | | Recommendation percentage | 0% | (0/10 Likelihood to recommend) | ## About the vendor - **Company**: Equisoft - **Founded**: 2000 ## Commercial Context - **Starting Price**: CA$89.00 - **Pricing model**: Flat Rate - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French, Spanish - **Available Countries**: Australia, Barbados, Bermuda, Canada, Jamaica, Kenya, New Zealand, Nigeria, Singapore, South Africa, United States ## Features - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - CRM - Calendar Management - Calendar Sync - Campaign Management - Client Management - Contact Management - Customer Database - Customisable Reports - Customizable Fields - Data Import/Export - Document Management - Email Management - Email Templates - For Financial Institutions - Lead Management - Marketing Automation ## Support Options - Email/Help Desk - Chat ## Category - [Financial CRM Software](https://www.softwareadvice.co.nz/directory/3247/financial/software) ## Alternatives 1. [Maximizer CRM](https://www.softwareadvice.co.nz/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) 2. [eWay-CRM](https://www.softwareadvice.co.nz/software/31005/eway) — 4.5/5 (822 reviews) 3. [Redtail CRM](https://www.softwareadvice.co.nz/software/76515/redtail) — 4.1/5 (85 reviews) 4. [Wealthbox](https://www.softwareadvice.co.nz/software/220273/wealthbox) — 4.7/5 (146 reviews) 5. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6973 reviews) ## Reviews ### "Not Intuitive, rigid, not easy to use" — 1.0/5 > **Aaron** | *13 August 2020* | Financial Services | Recommendation rating: 0.0/10 > > **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.). > > 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. ----- ### "Over promised and underdelivered, don't believe anything the sales person tells you" — 3.0/5 > **Stephen** | *21 December 2022* | Financial Services | Recommendation rating: 0.0/10 > > **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. > > If we were not so far along we would dump this program and switch to something else\! ----- ### "Ne remplit pas ses promesses" — 1.0/5 > **Richard** | *18 May 2022* | Financial Services | Recommendation rating: 0.0/10 > > **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 > > Je suis déçu ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/303382/equisoft-connect) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data