Equisoft/connect Reviews & Product Details - Page 2

Equisoft Connect is the best CRM and planning tool for Life Insurance advisors. The ability to link activities, clients, policies, documents, mileage and opportunities is fantastic. Equisoft gave me the ability to become truly paperless. Review collected by and hosted on G2.com.

The program has features that are not advertised or known. For example, I have discovered a mileage-tracking ability. Review collected by and hosted on G2.com.

Possibility to enter a multitude of information or databases. Very powerful tools for making queries and creating reports to analyze the data. Review collected by and hosted on G2.com.

The presentation of the screens for data entry that is not very "user friendly". Review collected by and hosted on G2.com.

Great all in one CRM solution with full integration for calendar and em-mail. Review collected by and hosted on G2.com.

Not enough automation and intuitiveness for a modern CRM. Also a lack of training and responsiveness from customer service. Review collected by and hosted on G2.com.

The archive of all communication with clients. Everything is secure. Review collected by and hosted on G2.com.

The CRM is very powerfull. I can't see any downside. Review collected by and hosted on G2.com.

Equisoft is great for keeping track of our clients and their investment and insurance accounts with us! We use it exclusively to track the activities of our clients and our staff members. Equisoft helps us to be well organized and to take great care of our clients. Review collected by and hosted on G2.com.

We have been pleased with Equisoft and its functionality. We can send a service ticket to Equisoft if we are experiencing any difficulties and the service team has been great at taking care of our needs. Review collected by and hosted on G2.com.

The calendar. It tracks appointments under contact names. The task tracker is great for maintaining follow-ups. It also stores documents for compliance purposes. The software was built by a true financial advisor. It covers all areas of tracking and it is great for compliance as well as remembering information from a client meeting. Review collected by and hosted on G2.com.

Only one small thing. There is no area for Contingent Beneficiaries. There should be a drop-down for Primary and Secondary Beneficiaries in the beneficiary area. Review collected by and hosted on G2.com.

Logging communications with my contacts. Linking other related contacts to each other. Phone call recordings. Custumizable pdf forms to my data. Review collected by and hosted on G2.com.

The viewing format. I'm used t on office outlook format. It would be nice if it resembles it. Not crazy on the email format. Much prefer the MS outlook format. Review collected by and hosted on G2.com.

Gets the job done efficiently and quickly without any hassle. It's user interface looks stunning and offers ease while using the app. The features arr eay to understand for first time users. Review collected by and hosted on G2.com.

There is nothing I dislike maybe the customer service could be better. Also the price point can be modified I personally found it on the pricier side. Otherwise no cons Review collected by and hosted on G2.com.

I can centralize all my tasks in one place and retrieve them at the right time. Review collected by and hosted on G2.com.

I would like to be able to switch from English to French by using a simple button without going to setup. Review collected by and hosted on G2.com.

It organises every (almost) all aspects of my day to day business. Review collected by and hosted on G2.com.

Data feed from my mutual fund dealer (not Equisoft's fault). Review collected by and hosted on G2.com.