How to get started with EQUP

EQUP is a powerful tool that can help you manage your business more efficiently. In this article, we will guide you through the process of creating an account and customizing system settings.

To create an account with EQUP, you have two options: a free account or a paid subscription.

To create a free account, go to EQUP.COM and click on the "Get Started" button. This will take you to the sign-up form where you can submit your details.

To create a paid account, go to the pricing page on EQUP.COM. Here you will find detailed information about the features included in each plan. Choose the plan that best fits your business needs and click on the "Get Started" button. Then you will be redirected to the payment page to complete the process.

Once you have submitted the sign-up form for a free account or completed the payment steps for a paid subscription, you will be redirected to the "Choose Suite" step. 

EQUP is not built as a generic CRM application where you get N number of features but half of the features are not of any use. But it is designed to provide industry-specific features, so in this step, you will have the option to choose from three different suites: Service Suite, SAAS Suite, and E-commerce Suite.

Service Suite is best suited for businesses that provide general services to their customers, such as web development, salon and spa services, cleaning, plumbing, gardening, construction, etc. These are just examples we do not restrict you to these services only. 

SAAS Suite is best suited for businesses that sell one-time or recurring monthly and yearly subscriptions to their customers. Where they want to manage their subscriptions efficiently.

The E-commerce Suite is best for businesses that have an online store and want an easy way to track their orders, convert abandoned carts to sales, and market their products through upsell and cross-sell, etc.

Once you choose the suite and click on the "Get Started" button you will be redirected to your dashboard. Before starting the basic customization you will need to verify your account by clicking on the verification link you received on the email which you used while creating the account. After verifying the account you get access to your EQUP account. 

Upon accessing your EQUP account, you will be directed to your dashboard page, where you will find a list of recommended tasks designed to optimize the functionality of your system. You also have the option to skip some of these tasks if you want to complete them later. These tasks include:

Import Contact - To facilitate a smooth start, we have pre-populated the system with 5 dummy contacts. However, if you already have existing leads and customers, you can delete these contacts and import your leads and customer into the EQUP CRM by utilizing this task.

Add Products/Services/Plans - We have also pre-populated the system with 5 dummy products/services/plans, specific to your industry. These can be deleted and replaced with your own offerings to make them available to your customers.

Add Tracking Script - By incorporating the tracking script into your website, EQUP's tracking script can provide you with valuable insights into customer and prospect interactions with your business. This task enables you to integrate the tracking script into your website. You can also skip this task to do it later.

Add Team Member - This task allows you to invite team members to access your EQUP account or you can skip this task for later.

Integrate Email - You can integrate your business email through Gmail, Outlook, or SMTP/IMAP by utilizing this task. Integrating your email allows for communication with leads and customers through the system, and get access to insights such as sent, opened, and clicked. You can also skip this task to do it later.

Update system settings - The system settings provide the option to customize the platform to your specific needs, including timezone, language, currency, date format, and phone number format.

Create/Activate Campaign - Depending on your plan, we have included relevant campaigns for your industry. These campaigns can be activated or new campaigns can be created from scratch.

If you skip some of the tasks on this page, you can easily complete them later from your settings page.

By completing these recommended tasks, you will gain access to your actual dashboard, where you can view the insights of your business and make informed strategic decisions.