FJ

Franck J.

Small-Business (50 or fewer emp.)

2/15/2023

"The best tool for financial security advisors"

5/5

What do you like best about Equisoft/connect?

The available fields to truly quantify, identify, and segment all our contacts, the ability to create a database of insurance products and associated commission percentages for quick calculation afterwards. The gateways allowing us to have a quick overview of our clients' investments. All the available automations and not to mention the infinite report creation available. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/connect?

A lesson rather than discontent: Many trainings are available about CRM. Make the effort to go through them. Some programs had to be redone from scratch because the appropriate fields were not properly selected, which caused problems in report creation. Follow the trainings, it will save you time and effort later. Review collected by and hosted on G2.com.

What problems is Equisoft/connect solving and how is that benefiting you?

Equisoft requires identification to access it. Since all our clients' confidential data can be saved there, it fulfills a compliance obligation, namely to securely preserve our clients' documents. Moreover, it frees up space on our side, both physical and digital. The reports that allow us to assess the progress of our organization are very practical. The possible segmentation of our clientele for future communications, mailing groups, opportunities, definitely makes the task more pleasant for us. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: OrganicAI Translated

See what 26 reviewers think of Equisoft/connect

4.4 out of 5 · Verified reviews from real users

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