Name: Equipt CRM
Price: 599 USD
Author: Equipt CRM

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Development

Board Management

Business Intelligence (BI)

Collaboration

Facility Management

Operational Analytics

Privacy Policy Generators

Enterprise

Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Data Collaboration

Data Mapping

Density-Optimized Servers

Email Encryption

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Telecom Expense Management (TEM)

Web Scraping

Workload Automation

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Employee Advocacy

Local Marketing

Marketing Automation

Mobile Analytics

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales Engagement

Social Commerce

Sales

File Integrity Monitoring

Security

Camp Management

Chargeback Management

Dental

ID Card

Laboratory Information Management

Nonprofit CRM

Vertical-Specific

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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.

Basic

A provider of software and services in the building industry, Constellation HomeBuilder Systems has two goals: to empower builders with information to drive business objectives and to simplify the process of building homes and condos.

Constellation HomeBuilder Systems

Equipt CRM

Construction CRM

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

Automated CRM activity logging

Logs information related to contacts, events, and calls.

Sales pipeline management

Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.

Construction Document Management

This feature helps users to store, manage, and track electronic documents and images. It is essential in construction projects where there are numerous documents such as contracts, blueprints, and permits.

Construction Time Tracking

This feature allows users to record the time spent on different tasks. It is crucial in construction projects to ensure that all tasks are completed within the set timelines.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Equipt CRM

Overview

What is Equipt CRM?