Exclusively Built for Construction Businesses. Designed for Success.
Streamline workflows, manage projects efficiently, and improve client relationships with powerful tools designed specifically for your industry.
Keep track of leads, attach files, add notes, schedule follow-ups, and convert leads to customers seamlessly.
Manage and invoice projects with the powerful project management feature. Track expenses and bill your customers.
Track and categorize all your business expenses in one place. Easily record purchases, materials, subcontractor payments, and more.
Access comprehensive information about each customer in a single, organized view. Staff management while ensuring the right people have access to the right information.
Get overview of your business by checking Expense, Invoices, Sales reports. Chart based reports of Total income and Expense vs Income in particular timeframe.
Experience the power of AI and elevate your business operations like writing proposals, contracts, project details etc. with help of AI
“Highly recommended! As a new player in the market, I’m hopeful that soon every company will have the opportunity to automate their systems with Equipt CRM.”
Get comprehensive overview of your business, helping you stay organized and make quick, data-driven decisions.
Receive instant notifications for important actions—reminders, invoice updates, proposal views and signatures, and lead progress.
Send invoices, proposals, and reminders directly via email, Automated emails without manual efforts for important updates.
Keep track of important deadlines, meetings, and follow-ups, all in one place. Stay organized and never miss an important task with real-time updates and reminders.
After struggling with other software, we decided to give Equipt a try, and after one month, it’s been a game-changer! . We can manage new leads, invoicing, production, and dispatching with ease. I had to share my feedback – Equipt is probably the best CRM
My overall experience with Equipt CRM has been positive. It offers useful features that streamline project management and client interactions effectively. The interface is user-friendly, making it easy to navigate and implement in daily operations.
If you can’t find the answer you’re looking for, feel free to reach out.
Yes! Equipt CRM is customizable and works for various industries, including construction, sales, and service-based businesses. It helps you manage leads, invoicing, projects so you can focus on your business efficiently.
Yes, Equipt CRM integrates seamlessly with a variety of third-party tools, such as email platforms (to send emails to your customers directly from CRM), payment gateways (PayPal, Stripe), Zapier etc. We also offer API access for custom integrations.
Equipt CRM is designed with ease of use in mind. The user interface is intuitive, and we offer comprehensive tutorials and support to help you get started quickly.
Absolutely! You can set up recurring invoices to be generated and sent automatically based on your chosen schedule.
Yes, we offer a free trial for you to explore all the features of Equipt CRM before committing to a subscription. This allows you to evaluate if it’s the right fit for your business.
You can contact our support team via email, call us directly We’re here to help 24/7.
If you forget your password, click on the “Forgot Password” link on the login page. You’ll receive an email with instructions to reset your password.