Name: Equisoft/connect
Author: Equisoft

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

No-Code Development

Text Editors

Development

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Manufacturing Execution

Meeting Management

Office Suites

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Blockchain Payments

Expense Management

Finance and Accounting

360 Degree Feedback Software

Applicant Tracking

Corporate Learning Management

Employee Referral

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Virtualization

Cloud Data Warehouse

Cloud Storage

Extended Detection and Response (XDR)

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Load Testing

M2M Application Development

Network Operating Systems

Network Performance Monitoring

OpenStack Cloud

SaaS Backup

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Contact Center

Content Management

Data Cleansing

Email Marketing

Event Management

Identity Resolution

Marketing Automation

Product Management

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Email Signature

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Sales Forecasting

Sales Intelligence

Sales

Data Loss Prevention

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security

Catering

Computer-Aided Manufacturing (CAM)

Inventory Management

Restaurant POS

Retail Execution

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Vertical-Specific

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### Client Management
Users appreciate Equisoft/connect for its robust client management features, highlighting the ease of centralizing client information, tracking communications, and managing tasks efficiently. The ability to link contacts, agendas, and emails within the system streamlines operations and enhances client service. However, some users express concerns about the lack of customization options, cumbersome navigation for detailed client information, and challenges in creating and editing reports. Despite these drawbacks, Equisoft/connect remains a valuable tool for many users seeking to enhance their client management processes.

### Communication Tools
Users have varied opinions on Equisoft/connect's email and communication features. While some appreciate the integration with Outlook and the ability to link emails, tasks, and meetings with the CRM, others find the email interface lacking and prefer using external email platforms like Outlook. The system's capability to retain correspondence and documentation for contacts is praised, but concerns about lagging in the email interface have been raised. Additionally, users highlight the convenience of grouping and associating all conversations, communications, and documentation with a client, enhancing organization and efficiency. Despite some drawbacks, such as limitations on email marketing and mobile application functionality, Equisoft/connect's communication tools offer a comprehensive solution for managing client interactions and correspondence.

### Financial Planning
Opinions on Equisoft/connect's financial planning features vary among users. While some users praise its ability to streamline financial tasks and enhance productivity, others express dissatisfaction with its complexity and limitations in customization. The software's functionality in tracking investments and providing retirement analysis receives positive feedback, yet concerns arise regarding data accuracy and time-consuming navigation within the system. Users appreciate the software's calendar and task tracking capabilities for maintaining follow-ups, but some find the mobile app and insurance gateways lacking in efficiency. In conclusion, user sentiment towards Equisoft/connect's financial planning capabilities is mixed, with both strengths and areas for improvement highlighted in the reviews.

### Insurance Management
While some users appreciate Equisoft/connect's insurance management features for tracking clients' investment and insurance accounts efficiently, others express dissatisfaction with the lack of customization options and the cumbersome navigation within the CRM. The inability to sync insurance information accurately and the challenges in creating and editing reports are highlighted as significant drawbacks by reviewers. Despite some positive feedback on organizing client activities, the overall sentiment towards Equisoft/connect's insurance management appears to be mixed, with room for improvement in streamlining processes and enhancing user experience.

Equisoft/Connect has proven to be an essential tool for daily business operations, addressing several significant issues faced by users. The software provides a centralized location for all communication and notes related to clients, ensuring nothing is forgotten. Users have praised the time-saving capabilities of the software as it simplifies the source to view all client data, allowing them to prioritize their work effectively and avoid dropping any opportunities.

The software offers great training information on its user-friendly platform, helping businesses save time and money while boosting productivity. Equisoft/Connect helps users stay organized with its task tracking, appointment call reminders, and integration with practice advisors. The software optimizes time management and reduces errors while increasing profits for both business owners and users alike. Furthermore, Equisoft provides quick issue resolution and answers to questions through their help center, ensuring clients receive timely responses when they need them most.

Comprehensive CRM Tool: Reviewers have found Equisoft/connect to be a comprehensive CRM tool that covers all areas of tracking. This feature has been appreciated by many users as it provides them with a one-stop-shop solution for their needs.

Centralized Task Management: The ability to centralize all tasks in one place has been well-received by reviewers, making it easy to retrieve them at the right time. Some users have even mentioned that this feature has helped them stay organized and efficient.

Great User Interface: Many reviewers have praised the stunning user interface of Equisoft/connect, which offers ease of use and allows them to get the job done efficiently and quickly without any hassle. This feature has been particularly helpful for those who are new to using CRM tools.

Slow Email Interface: Some users have expressed their frustration due to the slow email interface within Equisoft/connect, which has affected their productivity. The lag is noticeable and slows down their workflow.

Price Point: Several reviewers feel that the software's price point is higher than it should be for its capabilities. They suggest that Equisoft should consider modifying the cost of the software to make it more affordable for a wider range of customers.

Outlook Compatibility: Many users prefer using Outlook over Equisoft/connect's email function because they find it lacking in capability. They suggest that the software should resemble Microsoft Office Outlook format, which they find more user-friendly and intuitive.

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.

Growth

Unlimited

Creatio

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Equisoft/connect

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Equisoft

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Equisoft/connect

Overview

What is Equisoft/connect?