Tasks
- Prioritize your work using tasks
- Assign tasks to team members or yourself
- Associate tasks with workflow steps, contacts and opportunities
Clean, Fast, Comprehensive CRM for Financial Advisors
Work faster. Close more deals. Engage clients better.
Pricing
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
$30per 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.