Generic CRMs make you do the heavy lifting. Equisoft/connect was built so you don't have to.
Download the full comparison chart.
| 30,000+ | 80+ | 90% |
|---|---|---|
| advisors across Canada | live carrier integrations | customer satisfaction |
Do these pain points ring a bell? #
- You start every morning manually copying data from carrier portals into your customer relationship management (CRM) software.
- Compliance documentation is held together with exports, spreadsheets, and manual effort.
- Your CRM wasn't designed for Canadian insurance, so you have to work around its gaps.
- You're paying for a platform designed for sales teams in other industries.
Don’t worry; these workflow problems aren’t unique to you. They're symptoms of using a platform that wasn't designed for your industry.
What makes Equisoft/connect different
#
| 7 hours | 3 times more | 1 day |
|---|---|---|
| saved per week on admin | client reviews completed per month | to get fully set up and running |
Most CRMs are horizontal tools. They're designed to serve a real estate agent, a sales rep, and a financial advisor equally. That means a long feature list and yet very few features that actually fit your practice.
Equisoft/connect is built vertically, for one audience: Canadian financial advisors and insurance professionals.
How does Equisoft/connect compare? #
We've put together a comparison of Equisoft/connect against three CRMs commonly evaluated by Canadian advisors: Cloven, Laylah, and Maximizer. Download the comparison to evaluate what actually matters to your practice.
Why advisors are re-evaluating their CRM in 2026 #
- CIRO's CFRs have raised documentation standards. Many advisors find their current tools can't keep pace.
- The shift to fee-based compensation has made client segmentation and activity tracking more critical than ever.
- A growing practice needs tools that scale, not platforms that require constant workarounds for Canadian insurance data.
Deepen your knowledge #
Your CRM is the foundation your practice runs on. It's worth making sure it was built for your industry.
- Six Tips for Effectively Implementing a CRM Solution for Advisors: Getting the most out of your CRM starts with how you set it up. Six practical ways to optimize your platform and your practice from day one.
- The Role of KYP Compliance in Enhancing Relationships and Streamlining Processes: How meeting Know Your Product obligations can do more than satisfy regulators — and actually strengthen the advice you give clients.
- 6 Ways Equisoft Enhances Client Relationships [Workbook]: A practical workbook for advisors who want to build stronger, longer-lasting client relationships — with a framework you can put to work right away.
- 4 Onboarding Best Practices for Building Great Client Relationships: First impressions matter. Four best practices for getting client onboarding right every time.
- 5 Tips for Using a CRM Tool to Make Compliance Easy: Five tips for using your CRM to simplify compliance requirements — so you spend less time on documentation and more time with clients.
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