G2 Vendor Directory

Equisoft/connect vs. CRMNEXT

A side-by-side comparison based on G2 review data.

MetricEquisoft/connect

by Equisoft Inc.

CRMNEXT

by CRMNEXT

Overall rating4.44.2
Review count2620
Ease of use9.18.7
Ease of setup9.38.1
Quality of support9.48.1
Meets requirements9.48.3
NPS61.53846235
Small Business91.3%0.0%
Mid-Market8.7%30.0%
Enterprise0.0%70.0%
Total page views7961
Total LLM citations9077

Equisoft/connect

Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.

Pros

    CRMNEXT

    In simple terms? We bring everything, and everyone, together. CRMNEXT is THE banking CRM solution. Fully customizable to meet the specific CRM needs of community banks, credit unions, and the world’s largest financial institutions. The platform transforms every corner your credit union or FI by unifying your core, and the systems your core uses every day under a single, intuitive CRM application. CRMNEXT helps your financial institution simplify work, drive growth, and deliver on experience. Simplify Work: Empowering employees with a better experience by streamlining day-to-day activities.

    Pros