DealCloud vs. Equisoft/connect
DealCloud vs. Equisoft/connect
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 DealCloud | N/A | DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. DealCloud is an Intapp company (acquired August 2018). | N/A | |
 Equisoft/connect | N/A | Equisoft/connect (formerly Kronos Finance) is a web-based CRM software specifically created for financial advisors. It enables users to centralize clients’ insurance and investment information. And the vendor state it is also a productivity, marketing, sales and compliance tool. Equisoft acquired Kronos Technologies in 2018. | N/A |
| DealCloud | Equisoft/connect | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
| Offerings |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| DealCloud | Equisoft/connect | |
|---|---|---|
| Top Pros | No answers on this topic | |
| Top Cons |
| No answers on this topic |
| DealCloud | Equisoft/connect | |
|---|---|---|
| Small Businesses |  Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
| Medium-sized Companies | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
| Enterprises | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
| All Alternatives | View all alternatives | View all alternatives |
| DealCloud | Equisoft/connect | |
|---|---|---|
| ScreenShots |