- Simple E-mail integration (Gmail/Google Business Apps and Outlook/Office 365)
- Mail Merge feature for time saving communications
- Be compliant with our backup solution
- Customizeable E-mail templates
- Calendar and multi-app integrations via zapier (ConstantContact, Mailchimp, Slack, Twitter and many more)
Clean, Fast, Comprehensive CRM for Financial Advisors
Work faster. Close more deals. Engage clients better.
Whether you are a solo Advisor or a 1000 person firm with many branches, EquinoxCRM is competitively priced.
Free Trail30 Days
- 30 days Money Back Guarantee
- Price Match available if switching from other CRMs
per user per month
Pay only for what you use. Flexible
- Sign up for our no obligation 30 day free trial
- Enterprise plans available
- Multi-user discounts for 2 or more users
- Sign up for free trial and we will contact you
Please contact firstname.lastname@example.org for any questions.