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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Lightspeed DMS
Truepic

Integrations

Lightspeed DMS
Truepic

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Product Features

Claims Processing

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

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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