Compare Equisoft/connect and SmartOffice 
At a Glance
Market Segments
Small-Business (95.5% of reviews)
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$70.00 1 Per User Per Month
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/connectSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansEquisoft/connect vs SmartOffice
- Reviewers felt that Equisoft/connect meets the needs of their business better than SmartOffice.
- When comparing quality of ongoing product support, reviewers felt that Equisoft/connect is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Equisoft/connect over SmartOffice.
Pricing
Entry-Level Pricing
Equisoft/connect
No pricing availableSmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
Equisoft/connect
No trial information availableSmartOffice
Free Trial is available
Ratings
Meets Requirements
9.3
10
8.1
23
Ease of Use
9.0
10
7.5
23
Ease of Setup
Not enough data
7.8
9
Ease of Admin
Not enough data
8.7
9
Quality of Support
9.5
10
7.4
23
Has the product been a good partner in doing business?
Not enough data
7.9
8
Product Direction (% positive)
8.7
9
6.7
21
Features by Category
Administration
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
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Insurance Documentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Content
Not enough data
Not enough data
Platform Additional Functionality
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
Platform Reporting and Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Force Automation
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 - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Equisoft/connect and SmartOffice are categorized as Financial Services CRM
Unique Categories
Equisoft/connect has no unique categories
SmartOffice is categorized as Insurance Agency Management Systems
Reviews
Reviewers' Company Size
Equisoft/connect
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
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
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Alternatives
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
SmartOffice has no discussions with answers
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