--- description: Detailed reviews on equisoft/connect based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare equisoft/connect with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: equisoft/connect Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [equisoft/connect](/software/2063753/equisoft-connect) # equisoft/connect Canonical: https://www.getapp.ca/software/2063753/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. > > Verdict: Rated **1.7/5** by 3 users. Top-rated for **Customer Support Software**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **1.7/5** | 3 Reviews | | Ease of Use | 1.3/5 | Based on overall reviews | | Customer Support Software | 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**: $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 Software - Calendar Management - Calendar Sync - Campaign Management Software - Client Management - Contact Management Software - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management Software - Email Management Software - Email Templates - For Financial Institutions - Lead Management Software - Marketing Automation Software ## Support Options - Email/Help Desk - Chat ## Category - [Financial CRM Software](https://www.getapp.ca/directory/1265/financial-crm/software) ## Alternatives 1. [Maximizer CRM](https://www.getapp.ca/software/20482/maximizer-crm) — 4.1/5 (366 reviews) 2. [Zoho CRM](https://www.getapp.ca/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 3. [eWay-CRM](https://www.getapp.ca/software/106997/eway-crm) — 4.5/5 (820 reviews) 4. [Redtail CRM](https://www.getapp.ca/software/114375/redtail-crm) — 4.1/5 (85 reviews) 5. [Wealthbox](https://www.getapp.ca/software/2057636/wealthbox) — 4.7/5 (145 reviews) ## Reviews ### "Not Intuitive, rigid, not easy to use" — 1.0/5 > **Aaron** | *August 13, 2020* | Financial Services Software | 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** | *December 21, 2022* | Financial Services Software | 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** | *May 18, 2022* | Financial Services Software | 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 GetApp](https://www.getapp.ca/software/2063753/equisoft-connect) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data