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Compare CRMNEXT and Equisoft/connect 
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At a Glance
Market Segments
Enterprise (73.7% 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
(19)4.1 out of 5
Market Segments
Enterprise (73.7% 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/connectSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that CRMNEXT excels in its Product and Price List Management with a score of 9.7, making it a preferred choice for enterprises needing robust pricing strategies. In contrast, Equisoft/connect, while strong in other areas, does not highlight this feature as a key strength.
- Reviewers mention that Equisoft/connect shines in Quality of Support, achieving a score of 9.5, which is significantly higher than CRMNEXT's 7.8. Users appreciate the responsiveness and helpfulness of the support team, making it a reliable option for small businesses.
- G2 users highlight that CRMNEXT's Automation capabilities score 8.2, which is beneficial for enterprises looking to streamline processes. However, Equisoft/connect's overall automation features are not as prominently rated, indicating a potential gap for users seeking advanced automation.
- Users on G2 report that Equisoft/connect offers superior Campaign Management with a score of 9.1, which is crucial for small businesses focused on marketing. In comparison, CRMNEXT does not emphasize this feature as strongly, suggesting it may not cater as effectively to marketing needs.
- Reviewers mention that CRMNEXT's Forecasting capabilities are impressive, scoring 9.3, which is essential for enterprises needing accurate sales predictions. Equisoft/connect does not provide a comparable level of detail in this area, which may affect decision-making for larger organizations.
- Users say that while both platforms offer Mobility features, CRMNEXT scores 7.9, indicating decent mobile access, but Equisoft/connect's overall user experience in mobility is perceived as more user-friendly, making it a better fit for small businesses with on-the-go needs.
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
8.0
18
9.3
10
Ease of Use
8.5
18
9.0
10
Ease of Setup
7.7
10
Not enough data
Ease of Admin
7.8
10
Not enough data
Quality of Support
7.8
18
9.5
10
Has the product been a good partner in doing business?
7.7
10
Not enough data
Product Direction (% positive)
8.6
17
8.7
9
Features by Category
Content
8.2
11
Not enough data
Platform Additional Functionality
8.8
12
Not enough data
7.6
12
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
7.4
11
Not enough data
9.3
5
Not enough data
Customer Support
8.3
13
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
36.8%
Banking
31.6%
Financial Services
10.5%
Medical Devices
5.3%
Mechanical or Industrial Engineering
5.3%
Other
10.5%
Financial Services
86.4%
Insurance
9.1%
Information Technology and Services
4.5%
‐
‐
Other
0.0%
Alternatives
Discussions
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
What is a CRM tool?
1 Comment
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
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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