Equipt CRM

Equipt CRM

Built specifically for construction businesses, this CRM enhances project management and client relations. Users can efficiently track leads, manage invoices, and send proposals with e-sign capabilities. With integrated AI, it simplifies tasks like writing contracts and provides automated reminders, ensuring that important deadlines are never missed.

Top Equipt CRM Alternatives

1

BasisBoard

BasisBoard revolutionizes bid management for subcontractors and material vendors by centralizing all bid invites in one intuitive workspace.

2

Jobba Trade Technologies

Cloud-based roofing software solutions tailored for the roofing industry empower both commercial and residential roofers.

3

CorkCRM

Users can effortlessly monitor their business activity with CorkCRM, viewing weekly and year-to-date statistics at a glance.

4

Roof Chief

Designed exclusively for the roofing industry, this cloud-based CRM and business management platform empowers roofing professionals to streamline operations and enhance customer service.

5

Kahua

Kahua’s asset-centric construction management platform enhances collaboration and efficiency among project stakeholders, enabling owners, contractors, and subcontractors to drive project success.

6

ProjectMark CRM

Empowering construction teams to thrive, this intuitive CRM streamlines opportunity management and enhances collaboration across all project phases.

7

BUILDFitters

It features customizable user roles, service account setups, and templatized project tracking for various trades...

8

HomeProfile

By converting piles of paper manuals into a polished digital profile, it allows easy sharing...

9

Unanet CRM by Cosential

By integrating critical data seamlessly, it empowers teams to craft winning proposals, leverage industry connections...

10

Kiese

This platform centralizes lead tracking, client relationships, and proposal creation, fostering collaboration among teams...

11

aec360

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12

Sales Builder Plus

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13

Lasso CRM

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SFI Central

It features real-time tracking of lead statuses, customizable reporting with visual dashboards, and robust network...

15

Trimble e-Builder

With region-specific logins, users benefit from tailored environments, including Trimble Unity Construct...

Top Equipt CRM Features

  • Lead management system
  • Professional invoice creation
  • Built-in e-sign functionality
  • Expense tracking dashboard
  • Comprehensive customer profiles
  • Project management tools
  • Automated email notifications
  • Customizable CRM interface
  • Third-party tool integration
  • AI-assisted proposal writing
  • Real-time task reminders
  • Recurring invoice automation
  • User-friendly navigation
  • Detailed sales reporting
  • Multi-user access control
  • Instant lead conversion
  • Centralized document storage
  • Comprehensive tutorial support
  • 24/7 customer support
  • Free trial availability