---
description: Compare Redtail CRM vs equisoft/connect. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Redtail CRM vs equisoft/connect Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Redtail CRM \<span\>vs\</span\> equisoft/connect](https://www.capterra.ca/compare/121349/158099/redtail-crm/vs/kronos-finance)

# Compare Redtail CRM vs equisoft/connect

Canonical: https://www.capterra.ca/compare/121349/158099/redtail-crm/vs/kronos-finance

> Detailed comparison between Redtail CRM and equisoft/connect. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Redtail CRM | equisoft/connect |
| **Overall rating** | 4.1/5 | 1.7/5 |
| **Total Reviews** | 85 | 3 |
| **Starting Price** | US$39.00 | $89.00 |
| **Free Trial** | Yes | - |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat | Email/Help Desk, Chat |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation |

## Best for

### Redtail CRM

CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports.

### equisoft/connect

Designed for financial advisors, it is a customer relationship management solution that helps view clients' insurance policies, investment portfolios, contact records, and more.

## Key features

### Redtail CRM

- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Client Management
- Contact Management Software
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management Software
- Email Management Software
- For Financial Institutions
- Lead Management Software
- Pipeline Management
- Reporting & Statistics
- Search/Filter
- Task Management Software
- Task Scheduling

### equisoft/connect

- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Client Management
- Contact Management Software
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management Software
- Email Management Software
- For Financial Institutions
- Lead Management Software
- Pipeline Management
- Reporting & Statistics
- Search/Filter
- Task Management Software
- Task Scheduling

## Links

- [View Redtail CRM Profile](https://www.capterra.ca/software/121349/redtail-crm)
- [View equisoft/connect Profile](https://www.capterra.ca/software/158099/kronos-finance)
- [View Original Comparison](https://www.capterra.ca/compare/121349/158099/redtail-crm/vs/kronos-finance)

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