Equipt CRM

Equipt CRM is a customer relationship management platform designed specifically for the construction industry. According to the vendor, it offers a custom CRM platform that can be easily integrated into construction, remodeling, windows, plumbing, and similar businesses. Equipt CRM is marketed as suitable for start-ups, smaller corporations, and established companies in the construction industry.

Key Features

Custom CRM Platform: Equipt CRM offers a custom CRM platform designed specifically for the construction industry. According to the vendor, it is a ready-to-go CRM system that can be easily integrated into a company's website, providing a convenient "Log In" option for clients to access relevant files and information.

Lead Tracking: Equipt CRM allows users to track their initial contacts and leads. According to the vendor, users can monitor the progress of leads from the initial contact stage to the completion of a project, facilitating effective sales pipeline management.

Client and Salesman Login: Equipt CRM provides a login option for both clients and salespeople. According to the vendor, clients can log in to view relevant files and information related to their projects, while salespeople can access the system to stay updated on client interactions and project details.

Integration Accommodation: Equipt CRM offers easy integration with other systems upon request. According to the vendor, members can request integrations at no additional charge, allowing businesses to streamline their processes by connecting Equipt CRM with other essential tools and software.

Full Access to All Areas: Equipt CRM provides full access to all areas of the platform. According to the vendor, users can take advantage of all the features and functionalities available, maximizing the capabilities of Equipt CRM.

Limited Bandwidth (Basic Package): The Basic package of Equipt CRM comes with limited bandwidth, as stated by the vendor. Users should consider this limitation when selecting the package that best suits their needs.

Unlimited Bandwidth (Standard and Premium Packages): The Standard and Premium packages of Equipt CRM offer unlimited bandwidth, providing unrestricted access to the platform without bandwidth limitations, according to the vendor.

Free Integrations (Standard and Premium Packages): The Standard and Premium packages of Equipt CRM include free integrations, as claimed by the vendor. Users can seamlessly connect Equipt CRM with other tools and software without incurring additional costs.

Multiple Users (Standard and Premium Packages): The Standard and Premium packages of Equipt CRM allow for multiple users, according to the vendor. Businesses can grant access to multiple team members, promoting collaboration and efficient communication within the platform.