Equisoft/connect vs. Total Expert
A side-by-side comparison based on G2 review data.
| Metric | Equisoft/connect | Total Expert |
|---|---|---|
| Overall rating | 4.4 | 4.5 |
| Review count | 26 | 168 |
| Ease of use | 9.1 | 8.5 |
| Ease of setup | 9.3 | 8.1 |
| Quality of support | 9.4 | 8.8 |
| Meets requirements | 9.4 | 8.6 |
| NPS | 61.538462 | 64.670659 |
| Small Business | 91.3% | 9.6% |
| Mid-Market | 8.7% | 71.1% |
| Enterprise | 0.0% | 19.3% |
| Total page views | 79 | 743 |
| Total LLM citations | 90 | 3,717 |
Equisoft/connect
Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
Total Expert
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.
- Ease of Use
- Integrations
- Customer Support
- Helpful
- Easy Setup
- Seamless Integration