TrustRadius Insights
Equisoft/Connect has proven to be an essential tool for daily business operations, addressing several significant issues faced by users. …
Overview
What is Equisoft/connect?
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…
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What is Equisoft/connect?
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…
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- Premium Consulting/Integration Services
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Alternatives Pricing
What is Redtail CRM?
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.
What is Ebix SmartOffice?
Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management,…
Product Details
- About
- Tech Details
What is Equisoft/connect?
Equisoft/connect Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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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.