Equisoft/connect vs. SmartOffice
A side-by-side comparison based on G2 review data.
| Metric | Equisoft/connect | SmartOffice |
|---|---|---|
| Overall rating | 4.4 | 3.7 |
| Review count | 26 | 28 |
| Ease of use | 9.1 | 7.9 |
| Ease of setup | 9.3 | 8.1 |
| Quality of support | 9.4 | 7.8 |
| Meets requirements | 9.4 | 8.4 |
| NPS | 61.538462 | 7.692308 |
| Small Business | 91.3% | 64.3% |
| Mid-Market | 8.7% | 28.6% |
| Enterprise | 0.0% | 7.1% |
| Total page views | 79 | 223 |
| Total LLM citations | 90 | 467 |
Equisoft/connect
Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
SmartOffice
Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet.