Achieve Operational Excellence with Custom CRM

EQUP’s custom CRM solution goes beyond the ordinary, ensuring every feature and functionality is purpose-built to align seamlessly with your unique business objectives.

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Simplify your Business Operations with Custom CRM

Our Custom CRM offers scalable yet flexible features, such as custom fields, pipelines and workflows to meet evolving needs of your business. Find out how!

Manage Your Contacts

Efficiently organize and manage your contacts and their information.

Unified Communication

Effortlessly integrate and streamline all communication channels.

Strategic Sales Insights

Gain valuable insights to drive strategic sales decisions.

Custom Billing & Invoicing

Tailor billing and invoicing processes to your unique business needs.

Dynamic Custom Dashboard

Access a customizable dashboard for real-time data visualization and analysis.

Analyze Customer Behavior

Dive deep into customer data to understand behaviors and preferences.

Manage Your Contacts and Related Data

EQUP provides a centralized hub for contact details, communication history, and interactions. Businesses can effortlessly add, edit, and categorize contacts, ensuring easy access to important client data.

Filter your business contacts based on various criteria such as demographics, purchase history, or interaction frequency, enabling quick and targeted access to specific groups.

Segment business contacts into distinct groups based on your attributes, facilitating the creation of personalized engagement strategies that resonate with each audience segment.

Robust access control features allow administrators to define roles and permissions for each user, ensuring that sensitive contact data is accessed only by authorized personnel.

Efficiently update multiple contact records simultaneously using bulk action features, saving time and effort while ensuring data consistency across the system.

EQUP allows businesses to easily import contacts in different file formats and from outlook, gmail or third-party apps without manual intervention.

Automatically identify duplicate contact records, preventing data redundancy and ensuring an organized contact database.

Incorporate an email verification system that validates contacts’ email addresses in real-time, minimizing bounce rates.

Customer Behavior through Analytical Insights

Our custom CRM elevates contact management by offering comprehensive profiles for each contact. With features like real-time communication, appointment scheduling, and web interaction tracking, businesses can gain valuable insights into customer behavior.

Track customer activities such as email opens, clicks, purchases, and interactions with website, getting a detailed record of engagement across multiple touchpoints.

By consolidating data from various sources, get a comprehensive view of each customer, including their contact details, purchase history, communication preferences, and interactions with the business.

Track customer interactions on the business website, including pages visited, time spent, and actions taken, helping businesses understand their customers’ online behavior and preferences.

EQUP assigns scores to customers based on their behavior, engagement level, and potential value to the business, allowing for effective prioritization of leads and personalized marketing efforts.

Book appointments online, while managing schedules and sending reminders, enhancing customer satisfaction and operational efficiency.

Transform Your Billing & Invoicing with EQUP!

Automate recurring billing, streamline invoicing workflows and minimize payment delays with EQUP. Let our automated solution take care of the billing complexities, empowering you to focus on scaling your business.

Unified Communication through All Channels

EQUP allows the integration of various communication channels, enabling seamless interaction with clients. Businesses can communicate via email, phone calls, messages, WhatsApp, and social media directly from EQUP’s interface, eliminating the need to switch between multiple tools.

Synchronize your business email accounts with EQUP, and send and receive emails directly within the CRM interface. Our custom CRM ensures that all communication history is centrally stored and easily accessible.

Send text messages directly from EQUP to contacts, providing a quick and convenient way to communicate important information or updates.

With our in-app calling functionality, make and receive phone calls directly within EQUP’s interface. This streamlines communication processes and keeps track of all interactions in one place.

Integrate WhatsApp with our custom CRM and communicate with clients via this popular messaging platform. This integration allows more personalized and instant communication.

Our AI-powered chat functionality allows businesses to automate responses to common inquiries and provide round-the-clock support to customers.

Strategic Advantages Through Sales Insights

By analyzing sales data, trends, and performance metrics, EQUP offers actionable insights to optimize your sales strategies and drive revenue growth. With customizable dashboards and real-time updates, businesses gain visibility into pipeline health, conversion rates, and revenue forecasts, enabling informed decision-making.

Analyze data from marketing campaigns, including response rates, lead generation, and customer engagement metrics, and correlate marketing efforts with sales outcomes, to refine campaigns for better targeting.

Track the progress of deals through the sales pipeline, providing insights into deal velocity, conversion rates, and pipeline health.

Analyze past purchase history and customer behavior to identify patterns and trends that can inform upselling and cross-selling strategies.

Leverage past purchases and interactions to suggest upselling and cross-selling opportunities, presenting targeted offers to drive revenue growth.

Automated Invoice Generation & Billing

Create customized invoices and apply discounts or taxes as needed using EQUP. With our automated invoice generation and scheduling, businesses can streamline their billing processes and ensure timely payments.

Create detailed quotes and estimates, specifying services, quantities, and prices. Businesses can now provide accurate cost projections to clients before finalizing transactions.

Businesses can customize billing terms, set payment schedules, and apply discounts or adjustments as necessary, keeping clarity and transparency in financial transactions.

EQUP automates invoice generation and distribution based on your defined billing cycles. Businesses can create professional invoices with branded elements and include payment instructions using customizable templates.

EQUP sends notifications and reminders to businesses and clients about upcoming payments, overdue invoices, or pending approvals, ensuring timely payments.

Custom Dashboard with Widgets and Metrics

With customizable widgets and metrics, businesses can easily configure EQUP’s dashboard to display critical information such as sales performance, pipeline status, and customer engagement metrics.

Our pre-built widgets and metrics provide real-time data on various aspects such as sales performance, customer engagement, and productivity metrics, for better decision-making.

Track progress, set deadlines, and prioritize tasks, ensuring that nothing falls through the cracks. Our dynamic dashboard allows you to efficiently manage tasks assigned to teams or individuals.

Gain insights into individual and team productivity, track goal attainment, and identify areas for improvement to optimize your team's effectiveness and collaboration.

By analyzing historical data and current trends, businesses can generate accurate sales forecasts for better resource allocation, strategic planning, and goal setting for their sales team.

Track leads at every stage of the sales process, identify bottlenecks, and take proactive measures to move deals through the pipeline efficiently.

With advanced visitor tracking capabilities, gain valuable insights into customer behavior and engagement across various touchpoints.

Access 30 Plus Apps in EQUP's Business Suite, No Extra Charges!

Get access to 30 Plus FREE apps to manage everything from marketing campaigns to communication and more. Streamline your business with EQUP's dynamic solutions, boosting efficiency and saving big.

Automated Estimates
AI Chat bot
Leads Generator
Workflow Automation
Email Marketing
Online Booking
Social Scheduling
Recurring Billing
EQUP Connect
Document Management

Give Your Business a Fresh Start with EQUP!

Curious to know how EQUP can transform your business and its operations? Request a free demo today and witness the revolution firsthand!

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