Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Lightspeed DMS
No
Truepic
No
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