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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Equip is a comprehensive cloud-based ERP platform that consolidates vital business functions into a single, cohesive ecosystem. It effectively automates accounting processes, enhances procurement workflows, provides POS capabilities for efficient transactions, and improves inventory management through real-time stock tracking and support for multiple pricing structures. The CRM component expertly oversees customer information and boosts retention rates via contact management and e-menu functionalities. Customized solutions are available for various sectors, including manufacturing, wholesale, retail, and food and beverage, featuring production scheduling, approval processes, multiprice sales order management, and integrated e-menu ordering. Users are empowered with customizable dashboards and business intelligence tools that offer complete visibility into processes and valuable insights for decision-making. Through role-specific task assignments and exception-driven workflows, Equip minimizes manual workload, ensures data integrity, and speeds up the decision-making process, ultimately fostering greater efficiency across the organization. Moreover, its user-friendly interface makes it accessible for businesses of all sizes, ensuring that teams can easily adapt to and maximize the platform's capabilities.

Description

Users can provide real-time rates, contracts and dealer menus via eRating or eContracting. Users can issue policies with electronic signatures, and present products to customers through their own sales channels or their partners. Our network has 140+ partners that allow dealers to connect to the eMenu and DMS systems of their choice. Our policy administration software allows for billing, commissions and cancellations. This allows for seamless coverage rating, contracting and contract remittance. Integrating with your accounting system allows you to create, manage, modify, and change your agents, dealers and coverages. Your agents also have direct access to our Agent Portal. The F&I software allows the Dealer Principal and Field Representatives to access integrated reports for F&I forecasting, sales, and overall dealership performance in real time with powerful analytics.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Lightspeed DMS No 
Truepic No 

Integrations

Lightspeed DMS Yes 
Truepic Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

EQUIP ERP

Founded

2015

Country

Indonesia

Website

www.equiperp.com

Vendor Details

Company Name

PCMI

Founded

2005

Country

United States

Website

www.pcmicorp.com

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Product Features

Claims Processing

Adjustor Management Yes 
Case Management Yes 
Claim Resolution Tracking Yes 
Co-Pay & Deductible Tracking Yes 
Compliance Management Yes 
Customer Management Yes 
Electronic Claims Yes 
Forms Management Yes 
Paper-Based Claims Yes 
Payor Management Yes 
Policy Administration Yes 

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation Yes 
Policy Issuance Yes 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine Yes 
Reinstatement Tracking Yes 
Reinsurance Administration Yes 
Renewal Management No 
Underwriting Management Yes 

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