See the full picture of your clients.

CONTACT RECORD PAGE

Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information.

CUSTOM FIELDS

In Equipment Broker School you can add special fields, text dates, and checkboxes based on your business requirements. Drag-and-drop the order of your custom field inputs with ease.

PERMISSIONS

For each contact, task, calendar event, and opportunity in Equipment Broker Platform, you're able to specify who can see and access this data.

ADVANCED SEARCH & FILTERING

Equipment Broker Platform tagging, grouping, filtering and auto-suggest features make searching for contacts a breeze. Easy export to CSV files, as well.

TASK INBOX

Stay organized and keep your leads in order.

Create tasks. assign tasks to coworkers, and track progress.

TIME MANAGEMENT

Could you forget to follow up with a lead, applicant, or client?

The system will have a pop up while you are in the CRM as well as email you when you want a reminder to call that specific client.

TEAM STREAM

Collaborate with your staff to get work done.

Share CRM activity updates in a live, real-time feed to keep track of what's happening and communicate with your team.

WORKFLOWS

Grow your business through efficiency.

When a certain event occurs, like entering in a new lead, we have set up an automated workflow associated with this new contact to ensure you and your group are following up with the right emails at the right time. Easy.

Notify Clients, ISO's, Vendor's, Manager's, and Contact Owners with every status update.

Tailor automated workflows for your brokerage.

We have created all the rules and workflows for you to notify all necessary parties during an application process. From Application Submit, Approval, Doc's Out, Declined, & Funded. Everyone involved in the transaction will automatically get notified.

GRAPHICAL VIEWS

Visualize your book of business.

View your applications by users, stages, and closing dates to see where you stand.

PIPELINE MANAGEMENT

Know where you stand on opportunities with each client and prospect.

Enter notes, status updates, and customized stages pertaining to opportunities that will grow your book of business.

APPLICATION BOARD

Slide right to win!

Easily track and manage your applications with an application board!

DOCUMENT MANAGEMENT

File storage made easy in CRM.

Access, manage and share files with coworkers. Customized category labeling, user access permissions - it’s all here.

256-BIT ENCRYPTION OVER SSL

Bank-level encryption to safeguard your data.

Our application traffic runs entirely over a 256-bit encrypted SSL (https). Passwords are hashed before storing using bcrypt with a cost factor of 10 and application credentials are kept separate from the database and our code base.