EQUP vs. PlanSplit Comparison


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		Related Products Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,729 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 58 Ratings Visit Website Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 8,791 Ratings Visit Website ActiveCampaign ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology 17,400 Ratings Visit Website Regpack Regpack is an online registration and payment platform built for programs, not subscriptions. It centralizes enrollment, data collection, and payments in a single system, so you can manage participants, streamline operations, and eliminate manual processes. Used by camps, courses, afterschool programs, and multi-program organizations, Regpack connects registration forms, payment workflows, and reporting in a way subscription billing tools can't. Instead of forcing your process into recurring billing logic, Regpack is designed to reflect how programs actually operate, from first sign-up through final payment. With features like customizable registration flows, flexible payment plans, automated invoicing and reminders, and real-time reporting, Regpack gives you full visibility into your enrollment and revenue. Whether you are running a single program or managing multiple sessions and locations, everything stays connected in one place. 393 Ratings Visit Website Cadebill Developed by MCL Systems Limited, Cadebill is a fully integrated convergent charging, billing and service delivery solution for the telecom, utilities, data center, call center industries. Cadebill offers a wide range of software modules that help these enterprises to efficiently offer innovative products or services to the market, promote rapid rollouts with accurate billing, eliminate redundancy, and streamlines and automates common operational processes to reduce CAPEX/OPEX with lower total cost of ownership (TCO) and higher return on investment (ROI). Key features include inbuilt financial accounting or integration with leading financial accounting systems, mediation/rating engine that handles very large volumes calls/transactions, recurring billing, telecom/utility taxation, CRM, inventory management, customer web portals, open API integration with many platforms, workflow engine for automation, AI engine to support system users and customers. 1 Rating Visit Website Advantage What sets Advantage apart as a superior subscription & product order management system is total flexibility. The flexibility allows you to efficiently run your business the way you want to. And with the rapid expansion of consumer preference for access to content through subscription and membership models—whether you’re a publisher, membership organization or product distributor—you need a market-responsive order-to-cash solution. Ecommerce is increasingly a critical revenue source for publishers and membership associations. But tying eCommerce into complete customer and related financial information is critical. Since Cider is built on the same system logic as Advantage, you immediately realize the power of 1,000s of features. 37 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 753 Ratings Visit Website
About EQUP is an advanced all-in-one software solution that helps business owners streamline their business processes. From marketing to sales, billing to communication, EQUP provides industry-specific solutions for businesses in the Service, SaaS, and E-commerce industries, ensuring that they never have to settle for generic solutions. One of the unique features of EQUP is that it allows business owners to manage multiple companies with a single account and a single subscription. This means that you do not need to purchase a new plan to manage your other businesses. With EQUP's inventory pooling feature, you can easily pool your Emails, Users, Deals, Tags, Tasks, Appointments, and other features between your companies. This ensures that no feature is left unused, and you have complete control over all aspects of your business. Moreover, EQUP provides you with a dedicated account manager who will help you with onboarding and will be available to assist you with all your software needs.	About PlanSplit works by bringing and keeping service providers and their consumers together. PlanSplit, a new monthly recurring billing management software, allows healthcare professionals and other service providers to create and offer value-added and discounted service plans, packages, memberships, and subscriptions. From the consumer perspective, there are many facilities, such as monthly payment options, plan change options, plan cancellation at any time, and auto-renew annually. From the service provider perspective, after Plans set-up, everything from new consumer sign-up, payment collections, schedule changes, and renewals to cancellations are managed by PlanSplit so that provider staff can focus on the quality of services.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Business Owners	Audience Chiropractic, Dentistry, Medical Cosmetology, Mental Health, Optometry, Veterinary service providers
Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $7/month Free Version Supported Free Trial Supported	Pricing $19 per month Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information EQUP Founded: 2022 United States equp.com	Company Information PlanSplit Founded: 2021 United States plansplit.com
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Categories Billing and Invoicing Supported Business Management Supported Contact Management Supported CRM Supported eCommerce Marketing Supported eCommerce Tools Supported Email Marketing Supported Marketing Automation Supported Payment Processing Supported Quoting Supported Recurring Billing Supported Sales Supported Sales Enablement Supported Subscription Management Supported Workflow Management Supported	Categories Dental Supported Membership Management Supported Mental Health Supported Optometry Supported Recurring Billing Supported Subscription Management Supported Veterinary Supported
Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Not Supported	Recurring Billing Features Customer Portal Not Supported Deferred Billing Not Supported Discount Management Supported Dunning Management Not Supported Invoice History Not Supported Multi-Currency Not Supported Multi-Period Recurring Billing Not Supported Payment Processing Supported Recurring Donations Not Supported Subscription Billing Not Supported Subscription Management Features Cancellation Management Supported Discount / Coupon Management Not Supported Dunning Management Not Supported Enrollment Management Not Supported Product Catalog Not Supported Recurring Billing Not Supported Revenue Recognition Supported Revenue Recovery Tools Not Supported Self Service Portal Supported Subscription Plan Management Supported Tax Management Not Supported Trial Management Not Supported Usage Tracking/Analytics Supported Show More Features Membership Management Features Application Management Not Supported Automatic Renewals Not Supported Committee Management Not Supported Dues Management Supported Email Marketing Not Supported Event Management Not Supported Member Directory Supported Member Portal Supported Member Types Not Supported Membership Database Not Supported Nonprofit Membership Not Supported Payment Processing Supported Website Management Not Supported Mental Health Features Appointment Reminders Not Supported Appointment Scheduling Not Supported Assessment & Treatment Plans Not Supported Billing & Invoicing Supported Claims Management Not Supported E-Prescribing Not Supported EDI Not Supported EMR / EHR Not Supported HIPAA Compliant Not Supported Inpatient / Residential Not Supported Multi-Provider Practice Supported Patient Portal Not Supported Personnel Management Not Supported Progress Notes Not Supported Single Provider Practice Supported Veterinary Features Appointment Reminders Not Supported Appointment Scheduling Not Supported Billing & Invoicing Supported Boarding Management Not Supported Image Storage Not Supported Inventory Management Not Supported Patient Records Not Supported Prescription Management Not Supported Treatment Plans Not Supported
Integrations Authorized Supported Facebook Supported Instagram Supported LinkedIn Supported Magento Supported Shopify Supported Stripe Supported Twilio Supported WooCommerce Supported X (Twitter) Supported View All 10 Integrations	Integrations Authorized Not Supported Facebook Not Supported Instagram Not Supported LinkedIn Not Supported Magento Not Supported Shopify Not Supported Stripe Not Supported Twilio Not Supported WooCommerce Not Supported X (Twitter) Not Supported
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