# EQUP Reviews **Vendor:** EQUP **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 2 ## About EQUP EQUP is an all-in-one software that helps business owners in streamlining their businesses process like marketing, sales, billing, communication, etc. With EQUP, business owners do not have to settle for generic solutions; it offers industry-specific solutions to their business problems whether they are in Service, SAAS, or E-commerce industries. EQUP is the only CRM+Marketing Automation software present in the market that offers you the option to manage multiple companies with a single account and a single subscription. No need to purchase a new plan to manage your other businesses. EQUP's inventory pooling feature allows you to pool your Emails, Users, Deals, Tags, Tasks, Appointments, etc. between your companies so that no feature is left unused. In EQUP, all the tools you need to manage and grow your business are all available in one place, making it easier for you to manage your business without having to learn multiple programs and switching between them for necessary information. You will also have access to a dedicated account manager who will not only help you with onboarding but will also be available to assist you with your software needs. ## EQUP Reviews ### 1. Equp for service. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2023 **What do you like best about EQUP?** obviously the best part of equp is working with good people who understands you and will not give a no for an answer. they try to help solve your problem. **What do you dislike about EQUP?** limited used of deals, but equp manager promised that the deals will improve by time as it is work in progress. **What problems is EQUP solving and how is that benefiting you?** currently I am using equp to streamline job request, quoting, execution and invoicing. I want to use equp for field service management aswell, or else integrating with an FMS. ### 2. I really like this software **Rating:** 5.0/5.0 stars **Reviewed by:** Cortez T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2023 **What do you like best about EQUP?** The email and text features. I also like the customer service and account team. **What do you dislike about EQUP?** I greatly like the software and recommend it to all of my associates. **What problems is EQUP solving and how is that benefiting you?** This is great software for marketing and tracking my clients and leads. - [View EQUP pricing details and edition comparison](https://www.g2.com/products/equp/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+07%3A05%3A26+-0500&secure%5Bsession_id%5D=a8b912fa-55f6-4ff9-8b0e-ee5b5ca4cc9b&secure%5Btoken%5D=6a25ef493941f09a5988ade9f58a1dc380c850dc5e62f240021858c8f34c9964&format=llm_user) ## EQUP Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Metrics** - Sessions - Digital Analytics - Engagement - Entry and Exit Pages - Standard Event Tracking - Custom Event Tracking - Retention - Return - Conversions - Funnels **Administration** - Template Creation - Preset Template Availability - Custom Unsubscribe - Email Segmentation - Detailed Server Logs - Notifications **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Billing** - Automation - Consolidation - Adjustments - Blacklisting **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Transactional SMS **Bill Generation** - Templates - Digital Billing - Recurring Billing **Order Management** - Opportunities - Order History - Upsell & Cross-sell - Renewals **Page Customization** - Drag and Drop - Templates - Advanced Customization - Content Library **Data Management** - Updating - Data cleansing - Integration **WhatsApp Messaging - WhatsApp Marketing** - Transactional Messages - Bulk WhatsApp Messaging - Conversational Messaging - Personalization - Promotional Messages - Automated Replies **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Personalization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Reporting** - Real-Time Reporting - Trending - Retroactive Reporting - Segmentation - Mobile Reporting - Unification Across Devices - Custom Reports and Dashboards **Integrations** - Webhooks - Event Tracking API - Mail Send API - Spam Filter Testing **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Dunning** - Collections - Dispute Management - Escalation **Bill Processing** - Consolidation - Batch Invoicing - Management **Products & Plans** - Packages - Multi-part Deals - Plan Changes - Bundles **Page Optimization** - A/B Testing - Mobile Responsive - Web Analytics - SEO **Analysis** - KPIs - Dashboards - Segmentation - Revenue Optimization **WhatsApp Business Platform - WhatsApp Marketing** - Segmentation - API Integration - WhatsApp Commerce - Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Other** - User Data - Site Search Reporting - Load Time Monitoring - Campaign Tracking - E-Commerce - Promotional Messages - Administration Alerts **Platform** - Custom Tracking Domain - Multiple Domains - Dedicated IP - Documentation - Sender Reputation Management - Tracking & Reporting - Enterprise Scalability - Performance and Reliability **Discovery** - Lead Management - Scoring/Ranking - Lead Context **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Performance** - Packages - Discounts - Plan Changes **Integration** - Accounting - Payments - ERP **Pricing** - Standard Price - Discounts - Optimization **Integrations** - E-Commerce Integration - Email Marketing Integration - Domain Integration **Agentic AI - Subscription Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Management** - Conversion Viability - Workflow **Reporting** - Dimensions - Deferred Revenue - Revenue Recognition **SMS Platform** - Reporting - Automation - White Label - Text-to-Landline - Short Codes - API Integration **Revenue Management** - Automation - Consolidation - Adjustments - Billing Types **Generative AI** - AI Text Generation **Agentic AI - Digital Analytics** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance - Decision Making **Agentic AI - Billing** - Autonomous Task Execution **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Platform** - Data Synchronization - Analysis **Integration** - Payments - Accounting - CRM & Sales **Agentic AI - Landing Page Builders** - Cross-system Integration **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Subscription Billing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Agentic AI - Subscription Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Administration** - API / Integrations - QA Testing - Performance and Reliability - User, Role, and Access Management **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top EQUP Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,137 reviews) - [Agile CRM](https://www.g2.com/products/agile-crm/reviews) - 4.0/5.0 (359 reviews) - [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) - 4.5/5.0 (2,432 reviews)