--- title: Equisoft/connect Reviews meta_title: 'Equisoft/connect Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 26 reviews by the users' company size, role or industry to find out how Equisoft/connect works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 26 scale: '5' date_modified: '2026-08-07' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Equisoft/connect Reviews **Vendor:** Equisoft Inc. **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 26 ## About Equisoft/connect Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice. ## Equisoft/connect Reviews ### 1. Centralized Data, but Limited Customization and a Click-Heavy, Underdeveloped Mobile App **Rating:** 2.5/5.0 stars **Reviewed by:** Eric N. | Business Development Representative UKI & US , Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Equisoft/connect?** What I like best about Equisoft/connect is that everything is centralized in one place: client data, emails, activities, and documents are all linked together. This makes follow-ups effortless and helps me stay fully compliant without any extra effort. **What do you dislike about Equisoft/connect?** My biggest frustration is the lack of flexibility. Customization options are very limited, navigation takes too many clicks just to reach basic client information, and reports are cumbersome to build. The mobile app also feels underdeveloped, especially since there are no push notifications for tasks. **What problems is Equisoft/connect solving and how is that benefiting you?** The biggest thing for me is that everything’s in one place, client emails, policy info, meeting notes, so I’m not bouncing between five different tools anymore. That alone makes my day a lot smoother. Because it connects directly with the insurance carriers and Equisoft/plan, I’m also not copy-pasting data all over the place. That means fewer mistakes and a faster turnaround, and clients definitely notice. Cost-wise, yes, it’s an investment. But if you’re managing a big book of clients, the time you save on compliance tasks and follow-ups more than makes up for it. Onboarding took a little while to get right, but once everything was set up properly, things don’t really slip through the cracks anymore. The workflows keep you on track and help make sure nothing gets missed. And the AI features are actually starting to feel genuinely useful it flags which clients need attention and surfaces things I might have overlooked. It’s less about reacting to problems and more about staying ahead of them. ### 2. Equisoft Connect Review **Rating:** 3.0/5.0 stars **Reviewed by:** Ben D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2021 **What do you like best about Equisoft/connect?** The ability to import from insurers and Mutual Fund Dealers. Note taking section is great. **What do you dislike about Equisoft/connect?** Constant duplication of information, gateways are not importing information correctly. Many of the features that are supposed to make our lives easier just are not there yet. **What problems is Equisoft/connect solving and how is that benefiting you?** Simplified source to view all client data. Appointment/call reminders. Task tracking. Those things have helped us for sure. ### 3. Efficient Client Investment portal **Rating:** 3.0/5.0 stars **Reviewed by:** Sharen M. | Office Manager **Reviewed Date:** November 22, 2021 **What do you like best about Equisoft/connect?** The ability to retain correspondence and documentation for contacts **What do you dislike about Equisoft/connect?** The email function is lacking, I end up using Outlook instead. **What problems is Equisoft/connect solving and how is that benefiting you?** Tracking current client investment status ## Equisoft/connect Discussions - [What is Equisoft/connect used for?](https://www.g2.com/discussions/what-is-equisoft-connect-used-for) - 1 comment - [View Equisoft/connect pricing details and edition comparison](https://www.g2.com/products/equisoft-connect/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+16%3A24%3A36+-0500&secure%5Bsession_id%5D=9d4c91d3-91c1-407a-b58f-4e8053009e0f&secure%5Btoken%5D=cf971aa818d08f29d0699a333b232b5bf187c750a6e8fd56dbe19c7e65f0fb38&format=llm_user) ## Equisoft/connect Features **Content** - Automation - Marketing Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports ## Top Equisoft/connect Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - 4.7/5.0 (507 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)