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Equisoft/connect vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Equisoft/connect
Score 0.0 out of 10
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
Wealthbox CRM
Score 8.6 out of 10
N/A
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
Pricing
Equisoft/connectWealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Equisoft/connectWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Equisoft/connectWealthbox CRM
Best Alternatives
Equisoft/connectWealthbox CRM
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies

No answers on this topic

No answers on this topic

Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Equisoft/connectWealthbox CRM
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Equisoft/connectWealthbox CRM
Likelihood to Recommend
Equisoft
No answers on this topic
Starburst Labs
Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Pros
Equisoft
No answers on this topic
Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
CP
Cortnie Pannill
New Business Team Lead
Read full review
Cons
Equisoft
No answers on this topic
Starburst Labs
  • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
  • Issues do not get resolved timely.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Alternatives Considered
Equisoft
No answers on this topic
Starburst Labs
Wealthbox is more user friendly and has a better view
CP
Cortnie Pannill
New Business Team Lead
Read full review
Return on Investment
Equisoft
No answers on this topic
Starburst Labs
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
CP
Cortnie Pannill
New Business Team Lead
Read full review
ScreenShots