ERP core

CRM

Keep the history of a relationship beside the next action.

Move from leads and company records to opportunities, pipeline stages and follow-ups, so each commercial conversation has a clear owner and context.

Try the demo Talk about your project Features
Capture a leadDevelop the opportunityFollow up
The Equinox CRM overview: pipeline value, won amount, new leads and closing deals in four cards, the funnel by stage and the weighted revenue forecast of a demo company.The Equinox CRM overview: pipeline value, won amount, new leads and closing deals in four cards, the funnel by stage and the weighted revenue forecast of a demo company.
Equinox in use · demo data

CRM · In the plans

The CRM inside the ERP.

Leads, companies and deals live next to invoices and stock. Nothing to sync and nothing to export: the person you are selling to and the person who owes you money are the same record. Pipelines are yours to shape, every stage carries its probability, and the forecast is computed from the board — not typed into it.

Availability depends on your Equinox plan.

Features

Inside the module.

Explore the working areas, records and tools available in this module.

12 / 12 · Features

Activities

Track calls, emails, meetings, and tasks

Calls in progress

Pick up a paused guided call right where you left off.

Companies

Companies you sell to, with contacts and deals attached.

Contacts

People at those companies — emails, roles and linked deals.

Customers

Manage your customers, their details and the documents linked to them.

Deals

Track your sales pipeline

Leads

Manage and qualify your leads

Notes

Your CRM notes

Pipelines

Configure your sales pipelines and stages

Procurers

Network of business introducers — with or without an ERP login.

Lead search

Find new businesses from public sources and bring them into the CRM after review.

Scripts

Create and manage guided call scripts for your team.

CRM

How it works

01

Deals on a board you can drag

Every deal carries a value, a currency, a company, the contacts involved and an expected close date. Table and Kanban are the same list seen two ways: drag a card between stages and the deal's probability follows the stage. Saved views and export live on the same toolbar.

Weighted forecast
The overview multiplies each open deal by the probability of its stage and plots the total against the best case, month by month.
Companies and contacts
A company holds industry, size and address; contacts hang off it; a deal links both. Custom fields extend all three and can be reordered or restored.
The Equinox deals board: six pipeline stages as Kanban columns with deal cards showing company, value and expected close date.The Equinox deals board: six pipeline stages as Kanban columns with deal cards showing company, value and expected close date.
Deals — the Kanban view of the sales pipeline
02

Leads with a score, not a hunch

A lead arrives with a source — web, referral, event — and a score from 0 to 100. The list filters by both. When the lead is ready you convert it: contact, company and deal are created together and nothing is retyped. Import reads your spreadsheets and cards, proposes the field mapping with AI, and only commits when you confirm.

Classification
Leads can be classified one at a time or in batch, and prospecting campaigns feed new records into the same list.
Folders and views
Group leads into folders, save the filters you keep coming back to, export the list when someone outside the system needs it.
The Equinox lead list: three leads of a demo company with source, score bar, status and creation date, plus the totals and conversion rate on top.The Equinox lead list: three leads of a demo company with source, score bar, status and creation date, plus the totals and conversion rate on top.
Leads — source, score and status on every row
03

Calls, meetings, tasks — on the calendar too

Five kinds of activities, each linked to the deal, company, contact or lead it belongs to. Due dates raise reminders; an activity with a duration, a place and invitees is mirrored on the calendar as an event. Completing an activity stamps the time, so the activity metrics per operator are counts, not estimates.

Call scripts
Scripts are drafted, then published. A phone session runs on a script and ends completed or abandoned; the statistics per script are built from those endings.
Notes and comments
Notes attach to any record; comments thread under them. Attachments live on the lead or the deal, not in someone's inbox.
The Equinox activity list: calls, a meeting, tasks and an email of a demo company with type, subject, due date and status.The Equinox activity list: calls, a meeting, tasks and an email of a demo company with type, subject, due date and status.
Activities — five kinds, with due dates and status
04

What it deliberately is not

There is no connector that mirrors a third-party CRM in real time: data comes in through import, prospecting and the forms of the ERP itself. The 'sites' area builds prospecting pages for your campaigns; it is not a website builder for your customers. If your sales process needs something this module does not do, we would rather say so before you sign.

Pipelines
Stages you shapeeach pipeline has at least two stages and every stage carries its own probability from 0 to 100. Won and lost are explicit stages, so the forecast reads the board instead of guessing.
Lead score
0 to 100every lead carries a source and a score. Converting it creates the contact, the company and the deal in one step, and the origin stays on the record.
Activities
5 kindscall, email, meeting, task and note — each with a due date and a reminder, and a bridge to the calendar that carries duration, recurrence and invitees.
Stuck deals
Flagged after 5 daysa scheduled check raises an event for every open deal that has not moved in five days, so a stalled negotiation is a signal, not a discovery at quarter end.

In practice

The work, step by step.

Explore the activities this module brings together. Choose a step to see what you can manage.

Capture a lead

Collect leads, contacts and company details in structured records.

CRM · 01 / 03

Develop the opportunity

Move opportunities through the stages of your sales pipelines.

CRM · 02 / 03

Follow up

Record activities and notes to prepare the next follow-up.

CRM · 03 / 03

Related modules

Tell us about your processes. We can identify the modules and configuration that fit your business.

01 · ERP core

Documents

A quote, an order, a delivery and an invoice are stages of the same sale. Prepare each document with customer details and product lines, then follow its status without losing the commercial context.

02 · ERP core

Calendar

Give appointments, team commitments and project events a place in the working week. Manage separate calendars, recurring events and participant responses while keeping reminders tied to the actual appointment.

03 · ERP core

Projects

Turn an agreed scope into tasks, milestones and recorded work. Keep the project roadmap beside time entries and billing, so progress and the effort spent remain visible throughout the assignment.

CRM + Equinox

Start with the way you work.

Equinox

Start with the way you work.

Tell us about your processes. We can identify the modules and configuration that fit your business.

Talk about your project