EQUP logo

EQUP

by EQUP · Since 2012
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ActiveAvailable globallyCloud
Quick facts
VendorEQUP
Year launched2012
StatusActive
Location2016A SWIFT AVE KANSAS CITY, Missouri 64116 United States of America
Countries servedGlobal
Languages4
Integrations22+
Free tier
Free trial
Contact sales

About EQUP

EQUP is positioned as an “AI SaaS advancement” platform with a modular product lineup intended to scale into multiple business domains. The website references 20+ proprietary modules and calls out modules at different stages (for example, Field Service Pro as live and Legal Core as in progress), suggesting EQUP is a suite approach rather than a single workflow tool. Public detail on individual modules is limited, so buyers should confirm which modules are included, their maturity, and integration options before rollout. Key capabilities: • Modular SaaS platform with multiple products (as marketed) 20+ proprietary modules (as marketed) Domain-specific modules (field service, legal, sales dialing, etc., as marketed) Enterprise protection and controls emphasis (as marketed) Roadmap-driven module adoption Best for: organizations exploring a modular AI-SaaS suite and willing to validate module readiness.

EQUP by EQUP is a robust and versatile CRM and all-in-one marketing platform that delivers a powerful suite of tools for businesses aiming to streamline their operations and enhance customer relationships. Designed to be a comprehensive solution, EQUP caters to a wide range of business needs, from managing customer interactions to automating marketing campaigns. With a core focus on improving efficiency and enhancing customer engagement, EQUP provides businesses with lead management, email and SMS marketing, social media integration, task automation, and detailed analytics. The platform is well-equipped to handle the complexities of modern marketing while ensuring users can operate it with ease. One of EQUP's standout features is its user-friendly interface. The platform is thoughtfully designed to make navigating through its features simple, even for less technically inclined users. The interface is clean, modern, and highly intuitive, which reduces the learning curve for new users. With customizable dashboards and drag-and-drop functionality, EQUP enables businesses to easily build, track, and manage campaigns while enjoying a visually appealing user experience.

Pros & Cons

What users like
  • +Supportive Team: Users appreciate working with a team that is understanding and dedicated to solving problems.
  • +Functionality and Ease of Use: The software is functional and easy to use, significantly improving business operations from the moment of implementation.
  • +Task Automation: EQUP excels in automating tasks such as lead follow-up, automated email sending, and sales follow-up, enhancing efficiency.
  • +User-Friendly Interface: The interface is intuitive and easy to navigate, making task and project management simple.
  • +Collaborative Features: The platform’s collaborative features allow for efficient teamwork and organization.
  • +Lead Generation and Social Media Management: EQUP helps in lead generation and managing the company’s image on social media platforms.
  • +Guided Support: Users value the guidance provided by the support team, which helps them use the software effectively.
What users flag
  • Limited Use of Deals: The deals feature is currently limited, though improvements are promised.
  • Integration Challenges: While EQUP offers integrations with some popular platforms, it lacks seamless integration with certain key tools used for marketing, communication, and data analysis.
  • Direct Integration with Apps: Users would prefer more direct integration with apps, despite the availability of API and webhooks.
  • Initial Learning Curve: Some options and parts of the software can be tricky to find initially, requiring a learning period.
  • Limited Integration Options: The platform has limited integration options with other software and tools, which could be more seamless.

Features

Key features

All-in-one CRM
EQUP offers a comprehensive suite of tools for managing sales, marketing, billing, and other business operations.
Free plan
Access all features for free, with no credit card required.
Automation
Automate various tasks such as marketing campaigns, billing processes, and customer segmentation.
Omnichannel marketing
Reach your audience across multiple channels.
Lead management
Capture, nurture, and convert leads.
Sales pipeline management
Track your sales progress through different stages.
Reporting and analytics
Gain insights into your sales and marketing performance.
Easy to use
Simple interface with short learning curve.
Multiple company management
Manage multiple businesses under one plan.

Additional features

Sales pipelines
Visualize and manage your sales process from lead generation to closing deals.
Deals & Pipelines
Track the progress of individual deals and manage your sales pipeline.
Dynamic Segmentation
Segment your contacts based on various criteria to target them effectively.
CRM for all businesses
Manage multiple businesses under one plan.
Lead scoring based on customer interactions
Assign scores to leads based on their engagement to prioritize follow-ups.
Client Portal
Provide a self-service portal for your clients to access information and manage their accounts.
Marketing Automation
Automate repetitive marketing tasks to save time and improve efficiency.
Email Marketing
Create and send targeted email campaigns.
SMS Marketing
Reach your audience quickly and effectively with SMS messages.
WhatsApp Marketing
Communicate with your customers through WhatsApp.
Landing Pages & Forms
Create custom landing pages and forms to capture leads.
Pre-built email templates
Use pre-designed email templates to get started quickly.
Automated marketing efforts
Set up automated marketing workflows to nurture leads and drive sales.
Social Scheduling
Schedule social media posts across multiple platforms.
Billing Management
Manage your billing processes efficiently.
Automated Estimates
Generate estimates automatically based on predefined criteria.
Recurring Billing
Set up recurring billing for subscription-based products or services.
Billing and Invoicing
Create and send invoices to your customers.
Booking & Appointment
Schedule appointments and meetings with your customers.
Workflow Automation
Automate repetitive tasks within your workflows.
Omnichannel
Reach your audience across multiple channels.
Affordable
Access EQUP at an affordable price.
Integrations (including email sync, dynamic forms, landing pages)
Integrate with other popular business tools.
Mobile App
Access EQUP on the go with the mobile app.
Team Management
Manage your team members and assign tasks.
Agreements with E-Sign
Collect electronic signatures for contracts and agreements.
Appointments & Meetings
Schedule appointments and meetings with your customers.
Online Booking
Allow customers to book appointments online.
User interface with short learning curve
Easy-to-use interface that is intuitive and straightforward.
Dedicated account manager support
Get personalized support from a dedicated account manager.
Document Management
Store and manage important documents.
Reports & Analytics
Track your performance and gain insights into your business.
InApp Calling
Make calls directly from within EQUP.
Scheduling & Dispatching
Schedule and manage tasks and assignments for your team.
AI Chat Bots
Use AI-powered chatbots to automate customer interactions.
Business Flow Automation
Automate repetitive business processes.
Email Verifier
Verify email addresses to ensure deliverability.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
4
Interface languages
12
Billing currencies

Interface languages

EnglishFrenchPortugueseEspanol

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUBBTCETHXRP

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