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Email Integration

  • 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)
Free Trial


Whether you are a solo Advisor or a 1000 person firm with many branches, EquinoxCRM is competitively priced.


Free Trail

30 Days
  • 30 days Money Back Guarantee
  • Price Match available if switching from other CRMs

Straightforward Pricing

per user per month

Pay only for what you use. Flexible payment options.

  • Sign up for our no obligation 30 day free trial

Enterprise Plan

  • Enterprise plans available
  • Multi-user discounts for 2 or more users
  • Sign up for free trial and we will contact you

Please contact sales@equinoxcrm.com for any questions.