EquinoxCRM

EquinoxCRM is a CRM for financial advisors, RIAs, and broker-dealers. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. They also list CRM, Finance and Financial Services, so expect those to show up in the feature set. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

EquinoxCRM is based in Boulder, Colorado. More on equinoxcrm.com.

Before you commit, look at pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used EquinoxCRM? Rate it.