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Workflow Management

  • Automate your workflows and boost productivity
  • Create and manage workflow templates
  • Automated common task creation
  • Assign individual workflow steps to teams or coworkers
Free Trial

Pricing

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

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Free Trail

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