Unduh Equisoft/connect - v1.2.7

Harap unduh dan bagikan Equisoft/connect - v1.2.7, salah satu dari Aplikasi unggulan di kategori Bisnis.
Plus, beberapa Aplikasi lainnya yang dapat Anda unduh sebagai AXA Acentem, Idencia for ATID Scanners, NokoPrint v4.7.0 APK + MOD (Premium Tidak terkunci) MOD APK, Foko Retail, ZOOM Cloud Meetings, Mytel mBCCS. Jika Anda merasa puas dengan Equisoft/connect - v1.2.7.

Dirilis oleh Equisoft Inc., Equisoft/connect - v1.2.7 adalah salah satu aplikasi telepon seluler gratis dan terbaik yang tersedia saat ini. Terletak di Bisnis kategori toko aplikasi.

Sistem operasi minimum untuk Equisoft/connect - v1.2.7 adalah Android 5.0+ dan lebih tinggi. Jadi Anda harus memperbarui ponsel Anda jika Anda belum melakukannya.

Di APKDroid, Anda akan mendapatkan Equisoft/connect - v1.2.7 unduhan gratis APK, dengan versi terbaru adalah 1.2.7, tanggal publikasi 2021-01-26, ukuran file 28.4 MB.Menurut statistik dari Google Play Store, ada sekitar 1000 unduhan. Aplikasi yang diunduh atau dipasang satu per satu di Android dapat diperbarui jika Anda mau. Perbarui aplikasi Anda juga. Memberi Anda akses ke fitur terbaru dan meningkatkan keamanan dan stabilitas aplikasi. Nikmati sekarang !!!

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