下载 Equisoft/connect - v1.2.7

请下载并共享Equisoft/connect - v1.2.7，它是类别公司中的特色应用之一。
另外，还有一些其他应用可以作为 PDF Extra v8.1.1292 APK + MOD (Premium 已解锁) MOD APK, Foko Retail, Idencia for ATID Scanners, NokoPrint v4.7.0 APK + MOD (Premium 已解锁) MOD APK, AXA Acentem, OfficeSuite Office, PDF, Word, Excel, PowerPoint Premium APK Mod MOD APK下载。如果您对Equisoft/connect - v1.2.7感到满意。

Equisoft/connect - v1.2.7发布，Equisoft/connect - v1.2.7是当今最好的免费和最佳手机应用程序之一。位于应用商店的公司类别中。

Equisoft/connect - v1.2.7的最低操作系统为Android 5.0+及更高版本。因此，如果尚未升级手机，则必须更新。

在APKDroid上，您将免费下载Equisoft/connect - v1.2.7 APK，最新版本为1.2.7，发布日期为2021-01-26，文件大小为28.4 MB。根据Google Play商店的统计数据，大约有1000次下载。您可以根据需要更新在Android上单独下载或安装的应用。还可以更新您的应用。您可以使用最新功能并提高安全性和应用程序的稳定性。现在就享受它

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