A CRM that fits all industries, all businesses, and all needs.

A CRM that fits all industries, whether it is a Service-based, SaaS or an E-commerce, we have something for everybody

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360° Customer View


EQUP allows you to communicate with your clients at the right time and for the right reasons, in whichever application they prefer. Use omnichannel communication for spot-on marketing.

  • Email
  • Whatsapp
  • Messages
  • One click call


Do a thorough behavior analysis of your customers by tracking their sales lifecycle and how they’re interacting with your business and target them for specific tasks like cross-sell, up-sell, abandoned cart emails, etc.

  • Email Received, Opened, Clicked, Bounced, Spammed, Un-subscribe.
  • Landing page visits
  • Product Purchased
  • Time Spent on Website
  • Form Submitted
  • Entered in Campaign
  • Payments
Track Activities


features.Stay punctual with your s by setting appointments or assigning it to your team members for better communication and collaboration

  • Get Notified on Dashboard and Email for Appointments
  • Create Appointment
  • Update Appointment
  • Assign to Team Members
  • Update Appointment Status


EQUP allows you to manage, track, and update your tasks according to your schedule or assign them to your team members, so even if you’re busy, your business does not suffer.

  • Get Notified on Dashboard and Email for Tasks
  • Create Task
  • Update Task
  • Assign to Team Members
  • Update Task Status

Notes & Documents

Documents are one of the most integral parts of driving a business and to help you go truly digital, EQUP lets you add them as well as share them on the platform. You can also add notes with descriptions wherever needed.

Upload documents & add Notes


Every single transaction detail with all of your clients will be stored in the platform so now you don’t have to maintain a drawer full of files for them. Easily track invoices and quotes for all clients on the platform.

  • View Invoice
  • Add Quote
  • Send Quote
  • Approve Quote
Invoices and quotes

Web Interaction

Your website is the face of your business, and it is the first thing that your customer is interacting with. Analyze how your first impression has been, and send follow-ups to your customers accordingly for effective conversions.

Website Interaction

Purchase History

View the purchase history of your contacts in EQUP. This will help you in doing targeted marketing for cross-selling and up-selling purposes.

Purchase history


Track all the deal for a particular contact with in his/her contact detail page.

  • Create Deals
  • View Deals
  • Assign Deal owner
  • Update Deal
  • Update Deal Stage

Import Contacts

EQUP allows you to either import contacts form CSV/Excel file or directly use our API to seamlessly integrate your contacts from your website.

  • Assign Contact Owner
  • Apply Tag
  • Add Contact Source
  • Add Custom Field
  • Ignore Duplicates
  • Overwrite Duplicates

Many More

Import Contact


Once you import your contacts, using EQUP, you can segregate them on the basis of behavior, demography, and geography so that you can target them the way you want.

  • Behavourial Segmentation
  • Demographic Segmentation
  • Geographical Segmentation

Many More


The free CRM Software your business needs is here

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