Baixar Equisoft/connect - v1.2.7

Faça download e compartilhe Equisoft/connect - v1.2.7, um dos apresentados APLICATIVOS na categoria Corporativo.
Além disso, alguns outros APLICATIVOS que você pode baixar como NokoPrint v4.7.0 APK + MOD (Premium Desbloqueada) MOD APK, OfficeSuite Office, PDF, Word, Excel, PowerPoint Premium APK Mod MOD APK, SuperLive Plus, AXA Acentem, OfficeSuite PRO v11.9.38478 APK + MOD (Premium Desbloqueada) MOD APK, Amazon Seller. Se você estiver satisfeito com Equisoft/connect - v1.2.7.

Lançado por Equisoft Inc., Equisoft/connect - v1.2.7 é um dos melhores e melhores aplicativos gratuitos para celular disponíveis atualmente. Localizado na categoria Corporativo da loja de aplicativos.

O sistema operacional mínimo para Equisoft/connect - v1.2.7 é Android 5.0+ e superior. Portanto, você deve atualizar seu telefone, se ainda não o fez.

No APKDroid, você obterá Equisoft/connect - v1.2.7 download gratuito do APK, sendo a versão mais recente 1.2.7, data de publicação 2021-01-26, o tamanho do arquivo é 28.4 MB.De acordo com as estatísticas da Google Play Store, há cerca de 1000 downloads. Aplicativos baixados ou instalados individualmente no Android podem ser atualizados se você desejar. Atualize seus aplicativos também. Concede a você acesso aos recursos mais recentes e melhora a segurança e estabilidade do aplicativo. Aproveite agora !!!

Join the more than 12,000 advisors who use Equisoft/connect to easily create awesome client experiences without ever having to turn on their computers. It’s the perfect solution for advisors who need to manage their practice, organize their day and respond to their clients anywhere, anytime.

The CRM is specifically designed for financial advisors, so you have the all functionality you need at your fingertips. It frees you from your desk and gets you out of the office with complete access to your clients’ investment, insurance and personal information—plus great CRM features like comprehensive communication abilities, and tools that allow you to take meeting notes and manage activities so that nothing slips through the cracks.

Equisoft/connect enables you to:

• Serve more clients, more easily and more effectively, by accessing the information you need without having to power up your computer

• Stay in touch with clients whenever you need by locating contacts, making calls, and sending emails from within the CRM

• Save time by accessing your client’s insurance, investment and personal information from within the app

• Achieve and maintain compliance by taking meeting notes and booking activities that are linked to each client’s contact record

• Manage your practice while you’re on the go by accessing segmentation information, creating new contacts, and searching, viewing and editing contact information

Equisoft/connect gives you quick access to your client and contact info when you need it, no matter where you are.

Added calendar names in activity listsAdded multi-notes support in tasks and activities for certain environmentsCorrection of some labels according to languageFixed an issue with cursor position when writing a note from a contact