Equisoft/connect vs. Zinnia SmartOffice
Equisoft/connect vs. Zinnia SmartOffice
Product | Rating | Most Used By | Product Summary | Starting Price |
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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 | |
Zinnia SmartOffice | N/A | Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features. | $70 per month per user |
Equisoft/connect | Zinnia SmartOffice | |||||||||||||||
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Editions & Modules | No answers on this topic |
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Offerings |
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Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Equisoft/connect | Zinnia SmartOffice | |
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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 |
Equisoft/connect | Zinnia SmartOffice | |
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Likelihood to Recommend | - (0 ratings) | 7.5 (2 ratings) |
Equisoft/connect | Zinnia SmartOffice | |
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Likelihood to Recommend | Equisoft No answers on this topic | Zinnia |
Pros | Equisoft No answers on this topic | Zinnia |
Cons | Equisoft No answers on this topic | Zinnia |
Alternatives Considered | Equisoft No answers on this topic | Zinnia |
Return on Investment | Equisoft No answers on this topic | Zinnia |
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