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At a Glance
Market Segments
Small-Business (95.5% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
Equisoft/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/connectRedtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Redtail Technology excels in its ease of use with a score of 8.6, making it a preferred choice for small businesses looking for straightforward functionality, while Equisoft/connect, with a score of 9.0, is noted for its slightly better user experience, particularly in setup and administration.
- Reviewers mention that Redtail Technology offers robust customer support with a quality rating of 8.8, but Equisoft/connect outshines it with a score of 9.5, indicating a more responsive and helpful support team, which is crucial for users needing immediate assistance.
- G2 users highlight that Redtail Technology has a strong focus on SMS functionality, particularly in bulk SMS and two-way text messaging, which are essential for marketing campaigns, while Equisoft/connect is noted for its advanced automation features, scoring 7.5 in automation, which some users find lacking in Redtail.
- Users on G2 report that Redtail Technology has a solid reporting feature with a score of 8.4, but Equisoft/connect's reporting capabilities are perceived as more comprehensive, particularly in marketing analytics, where it scores lower at 7.7, indicating room for improvement.
- Reviewers say that Redtail Technology's disaster recovery options are reliable, but Equisoft/connect offers more advanced features in cloud-to-cloud backup, which is a significant advantage for users concerned about data security and recovery.
- Users report that while both platforms have pre-built connectors, Redtail Technology scores 8.0, indicating a decent level of integration, Equisoft/connect's connectors are seen as more versatile, enhancing its overall functionality for users needing seamless integration with other tools.
Pricing
Entry-Level Pricing
Equisoft/connect
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Equisoft/connect
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.3
10
8.6
181
Ease of Use
9.0
10
8.6
185
Ease of Setup
Not enough data
8.5
97
Ease of Admin
Not enough data
8.8
60
Quality of Support
9.5
10
8.8
171
Has the product been a good partner in doing business?
Not enough data
9.0
62
Product Direction (% positive)
8.7
9
8.5
182
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
7.2
105
Platform Additional Functionality
Not enough data
7.5
93
Not enough data
8.6
114
Not enough data
7.9
95
Not enough data
7.6
100
Not enough data
6.6
80
Platform Reporting and Analytics
Not enough data
8.1
91
Not enough data
6.9
78
Customer Support
Not enough data
8.4
96
Not enough data
8.0
98
Not enough data
8.1
102
Not enough data
7.9
94
Marketing Automation
Not enough data
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Sales Force Automation
Not enough data
6.9
83
Not enough data
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Equisoft/connect and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Equisoft/connect has no unique categories
Reviews
Reviewers' Company Size
Equisoft/connect
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
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
Financial Services
86.4%
Insurance
9.1%
Information Technology and Services
4.5%
‐
‐
Other
0.0%
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Discussions
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
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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