G2 Vendor Directory

Equisoft/connect vs. Freshsales

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

MetricEquisoft/connect

by Equisoft Inc.

Freshsales

by Freshworks

Overall rating4.44.5
Review count261,244
Ease of use9.19.1
Ease of setup9.38.9
Quality of support9.49.0
Meets requirements9.48.9
NPS61.53846272.296173
Small Business91.3%67.7%
Mid-Market8.7%27.0%
Enterprise0.0%5.3%
Total page views791,749
Total LLM citations9044,516

Equisoft/connect

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

Pros

    Freshsales

    Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities.

    Pros

    • Ease of Use
    • Features
    • Helpful
    • Customer Support
    • Intuitive
    • User Interface