Compare CRMNEXT and Equisoft/connect 
Featured Products
At a Glance
Market Segments
Enterprise (70.0% of reviews)
Small-Business (95.5% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
No pricing available
CRMNEXT
Star Rating
(20)4.2 out of 5
Market Segments
Enterprise (70.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CRMNEXTEquisoft/connect
Star Rating
(25)4.5 out of 5
Market Segments
Small-Business (95.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Equisoft/connectCRMNEXT vs Equisoft/connect
- Reviewers felt that Equisoft/connect meets the needs of their business better than CRMNEXT.
- When comparing quality of ongoing product support, reviewers felt that Equisoft/connect is the preferred option.
- When assessing product direction, CRMNEXT and Equisoft/connect received similar ratings from our reviewers.
Pricing
Entry-Level Pricing
CRMNEXT
No pricing availableEquisoft/connect
No pricing availableFree Trial
CRMNEXT
No trial information availableEquisoft/connect
No trial information availableRatings
Meets Requirements
8.1
19
9.3
10
Ease of Use
8.5
19
9.0
10
Ease of Setup
7.7
11
Not enough data
Ease of Admin
7.9
11
Not enough data
Quality of Support
7.8
19
9.5
10
Has the product been a good partner in doing business?
7.9
11
Not enough data
Product Direction (% positive)
8.7
18
8.7
9
Features by Category
Content
8.3
12
Not enough data
Platform Additional Functionality
8.8
12
Not enough data
7.8
13
Not enough data
8.3
7
Not enough data
7.9
11
Not enough data
9.0
7
Not enough data
Platform Reporting and Analytics
7.6
12
Not enough data
9.3
5
Not enough data
Customer Support
8.5
14
Not enough data
7.7
8
Not enough data
8.3
6
Not enough data
6.3
9
Not enough data
Marketing Automation
9.1
9
Not enough data
9.0
10
Not enough data
9.0
7
Not enough data
Sales Force Automation
8.7
9
Not enough data
8.7
9
Not enough data
9.7
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
CRMNEXT and Equisoft/connect are categorized as Financial Services CRM
Unique Categories
CRMNEXT has no unique categories
Equisoft/connect has no unique categories
Reviews
Reviewers' Company Size
CRMNEXT
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Equisoft/connect
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
35.0%
Banking
30.0%
Financial Services
10.0%
Professional Training & Coaching
5.0%
Medical Devices
5.0%
Other
15.0%
Financial Services
86.4%
Insurance
9.1%
Information Technology and Services
4.5%
‐
‐
Other
0.0%
Alternatives
Discussions
What is a CRM tool?
2 Comments
PB
CRM is basically customer relationship management and it helps the organization in maintaining a single source of customer information. There are different...Read more
What is the best way to integrate systems without adding more layers
1 Comment
JG
Hey Sachin! We integrate directly into the core which allows us to not add extra layers but a single layer where all systems can speak to one another. Our...Read more
CRMNEXT has no more discussions with answers
What is Equisoft/connect used for?
1 Comment
CN
I use it for just about everything. Client communications, follow ups, New business tracking, Estate analysis, calendar, emails. This is excellent for...Read more
Equisoft/connect has no more discussions with answers
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