Download Equisoft/connect - v1.2.7

Lets download and share Equisoft/connect - v1.2.7, one of the featured APPS in the categoryBussines.
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Released by Equisoft Inc., Equisoft/connect - v1.2.7 is one of the best free and best mobile phone applications available today. Located in the Bussines category of the app store.

The minimum operating system for Equisoft/connect - v1.2.7 is Android 5.0+ and up. So you have to update your phone if you haven't already.

At APKDroid, you will get Equisoft/connect - v1.2.7 APK free download, with the latest version being 1.2.7, publication date 2021-01-26, the file size is 28.4 MB.According to statistics from the Google Play Store, there are about 1000 downloads. Apps downloaded or installed individually on Android can be updated if you wish. Update your apps as well. Grants you access to the latest features and improves the security and stability of the app. Enjoy it now !!!

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