---
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: '2026-07-12'
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 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-17+22%3A20%3A14+-0500&secure%5Bsession_id%5D=60d4a3dc-1904-449e-9bab-4037585971ae&secure%5Btoken%5D=6cdf2fb0370e79ae592b1f51d3378a3b242863944c9913e06e08386c5b0f7d57&format=llm_user)

## Equisoft/connect Features
**Content**
- Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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