---
description: Quickly find and compare the leading Zoho CRM vs equisoft/connect alternatives. Comprehensive listing of competitors & similar tools for fast software selection and to contact several providers directly.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Compare Zoho CRM vs equisoft/connect | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Zoho CRM \<span\>vs\</span\> equisoft/connect](https://www.getapp.ca/compare/9908/2063753/zoho-crm/vs/equisoft-connect)

# Compare Zoho CRM vs equisoft/connect

Canonical: https://www.getapp.ca/compare/9908/2063753/zoho-crm/vs/equisoft-connect

> Detailed comparison between Zoho CRM and equisoft/connect. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Zoho CRM | equisoft/connect |
| **Overall rating** | 4.3/5 | 1.7/5 |
| **Total Reviews** | 6973 | 3 |
| **Starting Price** | US$14.00 | $89.00 |
| **Free Trial** | Yes | - |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, Chat |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation |

## Key features

### Zoho CRM

- Access Controls/Permissions
- Activity Tracking
- CRM Software
- Calendar Management
- Client Management
- Contact Management Software
- Customer Database
- Customizable Reports
- Document Management Software
- Email Management Software
- Email Templates
- Lead Management Software
- Marketing Automation Software
- Mobile Access
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management Software
- Task Scheduling
- Territory Management

### equisoft/connect

- Access Controls/Permissions
- Activity Tracking
- CRM Software
- Calendar Management
- Client Management
- Contact Management Software
- Customer Database
- Customizable Reports
- Document Management Software
- Email Management Software
- Email Templates
- Lead Management Software
- Marketing Automation Software
- Mobile Access
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management Software
- Task Scheduling
- Territory Management

## Links

- [View Zoho CRM Profile](https://www.getapp.ca/software/9908/zoho-crm)
- [View equisoft/connect Profile](https://www.getapp.ca/software/2063753/equisoft-connect)
- [View Original Comparison](https://www.getapp.ca/compare/9908/2063753/zoho-crm/vs/equisoft-connect)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Compare Zoho CRM vs equisoft/connect | GetApp Canada 2026","description":"Quickly find and compare the leading Zoho CRM vs equisoft/connect alternatives. Comprehensive listing of competitors & similar tools for fast software selection and to contact several providers directly.","url":"https://www.getapp.ca/compare/9908/2063753/zoho-crm/vs/equisoft-connect","about":[{"@id":"https://www.getapp.ca/software/9908/zoho-crm#software"},{"@id":"https://www.getapp.ca/software/2063753/equisoft-connect#software"}],"breadcrumb":{"@id":"https://www.getapp.ca/compare/9908/2063753/zoho-crm/vs/equisoft-connect#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.getapp.ca/compare/9908/2063753/zoho-crm/vs/equisoft-connect#webpage","publisher":{"@id":"https://www.getapp.ca/#organization"},"inLanguage":"en-CA","isPartOf":{"@id":"https://www.getapp.ca/#website"}},{"name":"Zoho CRM","description":"Zoho CRM is an omnichannel customer relationship management platform that helps global businesses to take control of the business processes to build lasting customer relationships. The web-based platform can be personalized to suit industries of all types and sizes. Zoho CRM offers integration with various Zoho products and extends its capacity with various third-party app extensions, including G Suite, Office 365, Salesforce, and other popular apps.\n\nZia is an AI-based sales assistant for Zoho CRM that helps individual reps and sales teams detect anomalies in the sales process before they occur, suggest the best time to contact a prospect, and study sales patterns. Zia can provide each sales rep with personalized CRM data, intelligent alerts, task reminders, and suggestions in order to aid sales. \n\nBusinesses can use the Zoho CRM omnichannel CRM to nurture customer relationships anytime, anywhere. From phone, to live chat, to email, to social media, businesses can communicate and connect with their clients to enhance the customer experience. Notifications can automatically alert users of each new customer interaction or new contact. \n\nThe advanced CRM analytics module, allows users to sync and integrate Zoho CRM data to gain better insights. Users can create custom dashboards and reports on metrics such as lead generation, revenue, deals, and more. When it comes to a CRM solution, one size doesn't fit all businesses. That's why Zoho CRM lets businesses personalize the interface to meet the particular requirements of the organization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/cd6e1641-20aa-4d86-96c4-09d6ac07c156.jpeg","url":"https://www.getapp.ca/software/9908/zoho-crm","@type":"SoftwareApplication","@id":"https://www.getapp.ca/software/9908/zoho-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":6973,"ratingValue":4.3},"offers":{"price":"14","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"equisoft/connect","description":"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.\n\nThe 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.\n\nEquisoftconnect 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/7ccc2ebf-37d5-436a-ae7d-c0c4054f0a8c.png","url":"https://www.getapp.ca/software/2063753/equisoft-connect","@type":"SoftwareApplication","@id":"https://www.getapp.ca/software/2063753/equisoft-connect#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":3,"ratingValue":1.7},"offers":{"price":"89","@type":"Offer","priceCurrency":"CAD"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"/directory/230/crm/software","@type":"ListItem"},{"name":"Zoho CRM vs equisoft/connect","position":3,"item":"https://www.getapp.ca/compare/9908/2063753/zoho-crm/vs/equisoft-connect","@type":"ListItem"}],"@id":"https://www.getapp.ca/compare/9908/2063753/zoho-crm/vs/equisoft-connect#breadcrumblist"}]}
</script>
