# Top 10 Equisoft/connect Alternatives & Competitors **Average Rating:** 4.4/5 **Total Number of Reviews:** 26 Equisoft/connect is not the only option for Financial Services CRM Software. Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Equisoft/connect include emails and tasks. The best overall Equisoft/connect alternative is Maximizer. Other similar apps like Equisoft/connect are Capsule CRM, Redtail Technology, Agentforce Financial Services (formerly Salesforce Financial Services Cloud), and Wealthbox CRM. Equisoft/connect alternatives can be found in [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) but may also be in [CRM Software](https://www.g2.com/categories/crm) or [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm). ## Best Paid & Free Alternatives to Equisoft/connect - [Maximizer](https://www.g2.com/products/maximizer/reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) - [vcita](https://www.g2.com/products/vcita/reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - [Affinity](https://www.g2.com/products/affinity/reviews) ## Top 10 Alternatives to Equisoft/connect Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how Equisoft/connect stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Information Technology and Services, and Insurance, and find the best product for your business. ### 1. [Maximizer](https://www.g2.com/products/maximizer/reviews) By Maximizer Software **Average Rating:** 4.0/5 **Total Reviews:** 672 The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together. Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Maximizer](https://www.g2.com/compare/equisoft-connect-vs-maximizer) **Compare Maximizer with other alternatives:** - [Maximizer vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-maximizer) - [Maximizer vs Redtail Technology](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Maximizer vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Maximizer vs Wealthbox CRM](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) - [Maximizer vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-maximizer) - [Maximizer vs Merchant Central by NMI](https://www.g2.com/compare/maximizer-vs-merchant-central-by-nmi) - [Maximizer vs vcita](https://www.g2.com/compare/maximizer-vs-vcita) - [Maximizer vs Practifi](https://www.g2.com/compare/maximizer-vs-practifi) - [Maximizer vs Affinity](https://www.g2.com/compare/affinity-vs-maximizer) ### 2. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) By Capsule **Average Rating:** 4.7/5 **Total Reviews:** 513 Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. Reviewers say compared to Equisoft/connect, Capsule CRM is: - More usable - Better at support Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-equisoft-connect) **Compare Capsule CRM with other alternatives:** - [Capsule CRM vs Maximizer](https://www.g2.com/compare/capsule-crm-vs-maximizer) - [Capsule CRM vs Redtail Technology](https://www.g2.com/compare/capsule-crm-vs-redtail-technology) - [Capsule CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-capsule-crm) - [Capsule CRM vs Wealthbox CRM](https://www.g2.com/compare/capsule-crm-vs-wealthbox-crm) - [Capsule CRM vs Lead Management](https://www.g2.com/compare/capsule-crm-vs-total-expert-lead-management) - [Capsule CRM vs Merchant Central by NMI](https://www.g2.com/compare/capsule-crm-vs-merchant-central-by-nmi) - [Capsule CRM vs vcita](https://www.g2.com/compare/capsule-crm-vs-vcita) - [Capsule CRM vs Practifi](https://www.g2.com/compare/capsule-crm-vs-practifi) - [Capsule CRM vs Affinity](https://www.g2.com/compare/affinity-vs-capsule-crm) ### 3. [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) By Orion Advisor Tech **Average Rating:** 4.3/5 **Total Reviews:** 268 Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Redtail Technology](https://www.g2.com/compare/equisoft-connect-vs-redtail-technology) **Compare Redtail Technology with other alternatives:** - [Redtail Technology vs Maximizer](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Redtail Technology vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-redtail-technology) - [Redtail Technology vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Redtail Technology vs Wealthbox CRM](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Redtail Technology vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-redtail-technology) - [Redtail Technology vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) - [Redtail Technology vs vcita](https://www.g2.com/compare/redtail-technology-vs-vcita) - [Redtail Technology vs Practifi](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Redtail Technology vs Affinity](https://www.g2.com/compare/affinity-vs-redtail-technology) ### 4. [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) By Salesforce **Average Rating:** 4.3/5 **Total Reviews:** 227 Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication. Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-equisoft-connect) **Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) with other alternatives:** - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Capsule CRM](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-capsule-crm) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Redtail Technology](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Wealthbox CRM](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Lead Management](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Merchant Central by NMI](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs vcita](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-vcita) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Practifi](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Affinity](https://www.g2.com/compare/affinity-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) ### 5. [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) By Wealthbox **Average Rating:** 4.6/5 **Total Reviews:** 109 CRM for Financial Advisors Reviewers say compared to Equisoft/connect, Wealthbox CRM is: - More usable Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Wealthbox CRM](https://www.g2.com/compare/equisoft-connect-vs-wealthbox-crm) **Compare Wealthbox CRM with other alternatives:** - [Wealthbox CRM vs Maximizer](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) - [Wealthbox CRM vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-wealthbox-crm) - [Wealthbox CRM vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Wealthbox CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) - [Wealthbox CRM vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-wealthbox-crm) - [Wealthbox CRM vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-wealthbox-crm) - [Wealthbox CRM vs vcita](https://www.g2.com/compare/wealthbox-crm-vs-vcita) - [Wealthbox CRM vs Practifi](https://www.g2.com/compare/practifi-vs-wealthbox-crm) - [Wealthbox CRM vs Affinity](https://www.g2.com/compare/affinity-vs-wealthbox-crm) ### 6. [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) By Total Expert **Average Rating:** 4.5/5 **Total Reviews:** 157 Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets. Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Lead Management](https://www.g2.com/compare/equisoft-connect-vs-total-expert-lead-management) **Compare Lead Management with other alternatives:** - [Lead Management vs Maximizer](https://www.g2.com/compare/total-expert-lead-management-vs-maximizer) - [Lead Management vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-total-expert-lead-management) - [Lead Management vs Redtail Technology](https://www.g2.com/compare/total-expert-lead-management-vs-redtail-technology) - [Lead Management vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management) - [Lead Management vs Wealthbox CRM](https://www.g2.com/compare/total-expert-lead-management-vs-wealthbox-crm) - [Lead Management vs Merchant Central by NMI](https://www.g2.com/compare/total-expert-lead-management-vs-merchant-central-by-nmi) - [Lead Management vs vcita](https://www.g2.com/compare/total-expert-lead-management-vs-vcita) - [Lead Management vs Practifi](https://www.g2.com/compare/total-expert-lead-management-vs-practifi) - [Lead Management vs Affinity](https://www.g2.com/compare/affinity-vs-total-expert-lead-management) ### 7. [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) By NMI **Average Rating:** 4.6/5 **Total Reviews:** 101 Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry. Reviewers say compared to Equisoft/connect, Merchant Central by NMI is: - Better at support Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Merchant Central by NMI](https://www.g2.com/compare/equisoft-connect-vs-merchant-central-by-nmi) **Compare Merchant Central by NMI with other alternatives:** - [Merchant Central by NMI vs Maximizer](https://www.g2.com/compare/maximizer-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Redtail Technology](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) - [Merchant Central by NMI vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Wealthbox CRM](https://www.g2.com/compare/merchant-central-by-nmi-vs-wealthbox-crm) - [Merchant Central by NMI vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs vcita](https://www.g2.com/compare/merchant-central-by-nmi-vs-vcita) - [Merchant Central by NMI vs Practifi](https://www.g2.com/compare/merchant-central-by-nmi-vs-practifi) - [Merchant Central by NMI vs Affinity](https://www.g2.com/compare/affinity-vs-merchant-central-by-nmi) ### 8. [vcita](https://www.g2.com/products/vcita/reviews) By vcita **Average Rating:** 4.5/5 **Total Reviews:** 81 The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social. Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs vcita](https://www.g2.com/compare/equisoft-connect-vs-vcita) **Compare vcita with other alternatives:** - [vcita vs Maximizer](https://www.g2.com/compare/maximizer-vs-vcita) - [vcita vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-vcita) - [vcita vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-vcita) - [vcita vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-vcita) - [vcita vs Wealthbox CRM](https://www.g2.com/compare/wealthbox-crm-vs-vcita) - [vcita vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-vcita) - [vcita vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-vcita) - [vcita vs Practifi](https://www.g2.com/compare/practifi-vs-vcita) - [vcita vs Affinity](https://www.g2.com/compare/affinity-vs-vcita) ### 9. [Practifi](https://www.g2.com/products/practifi/reviews) By Practifi **Average Rating:** 4.3/5 **Total Reviews:** 79 Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology. Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Practifi](https://www.g2.com/compare/equisoft-connect-vs-practifi) **Compare Practifi with other alternatives:** - [Practifi vs Maximizer](https://www.g2.com/compare/maximizer-vs-practifi) - [Practifi vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-practifi) - [Practifi vs Redtail Technology](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Practifi vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) - [Practifi vs Wealthbox CRM](https://www.g2.com/compare/practifi-vs-wealthbox-crm) - [Practifi vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-practifi) - [Practifi vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-practifi) - [Practifi vs vcita](https://www.g2.com/compare/practifi-vs-vcita) - [Practifi vs Affinity](https://www.g2.com/compare/affinity-vs-practifi) ### 10. [Affinity](https://www.g2.com/products/affinity/reviews) By Affinity **Average Rating:** 4.4/5 **Total Reviews:** 72 Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, . Categories in common with Equisoft/connect: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Equisoft/connect vs Affinity](https://www.g2.com/compare/affinity-vs-equisoft-connect) **Compare Affinity with other alternatives:** - [Affinity vs Maximizer](https://www.g2.com/compare/affinity-vs-maximizer) - [Affinity vs Capsule CRM](https://www.g2.com/compare/affinity-vs-capsule-crm) - [Affinity vs Redtail Technology](https://www.g2.com/compare/affinity-vs-redtail-technology) - [Affinity vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/affinity-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [Affinity vs Wealthbox CRM](https://www.g2.com/compare/affinity-vs-wealthbox-crm) - [Affinity vs Lead Management](https://www.g2.com/compare/affinity-vs-total-expert-lead-management) - [Affinity vs Merchant Central by NMI](https://www.g2.com/compare/affinity-vs-merchant-central-by-nmi) - [Affinity vs vcita](https://www.g2.com/compare/affinity-vs-vcita) - [Affinity vs Practifi](https://www.g2.com/compare/affinity-vs-practifi) ## Explore Articles - [Top-rated content creation platforms for agencies](https://www.g2.com/discussions/which-platform-is-best-for-agencies-needing-fast-polished-visuals-and-content-at-scale) - [Which sales intelligence tool is top-rated in the market](https://www.g2.com/discussions/sales-intelligence-what-s-the-best-ipaas-for-small-business-software-integration) - [Popular cloud services for enhancing business communication](https://www.g2.com/discussions/popular-cloud-services-for-enhancing-business-communication) - [What is the most affordable website builder for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-website-builder-for-smbs) - [Andovar vs BLEND Localization vs Translated for product teams: which app localization partner avoids integration headaches when connecting with existing Lokalise systems?](https://www.g2.com/discussions/andovar-vs-blend-localization-vs-translated-for-product-teams-which-app-localization-partner-avoids-integration-headaches-when-connecting-with-existing-lokalise-systems) - [Which notification infrastructure platforms are most trusted by DevOps and platform engineering teams based on user reviews?](https://www.g2.com/discussions/notification-infrastructure-which-notification-infrastructure-platforms-are-most-trusted-by-devops-and-platform-engineering-teams) ## Spotlight Categories - [Demo Automation Software](https://www.g2.com/categories/demo-automation) - [Contract Management Software](https://www.g2.com/categories/contract-management) - [Marketing Analytics Tools](https://www.g2.com/categories/marketing-analytics)