Hero Image

Reports

  • Generate reports using different filters
  • Contact reports
  • Opportunities reports
  • Employee reports
Free Trial

Pricing

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

Icon

Free Trail

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

Straightforward Pricing

$30
per user per month

Pay only for what you use. Flexible payment options.

  • Sign up for our no obligation 30 day free trial
Icon

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.