Equisoft/connect
Equisoft/connect
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 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 |
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| Editions & Modules | No answers on this topic | ||||||||||
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| Entry-level Setup Fee | No setup fee | ||||||||||
| Additional Details | — | ||||||||||
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| Small Businesses |  Affinity CRM Score 9.2 out of 10 |
| Medium-sized Companies | No answers on this topic |
| Enterprises | No answers on this topic |
| All Alternatives | View all alternatives |
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| ScreenShots |