다운로드 Equisoft/connect - v1.2.7

카테고리 비즈니스의 추천 애플리케이션 중 하나 인 Equisoft/connect - v1.2.7을 (를) 다운로드하여 공유하세요.
또한 Mytel mBCCS, Idencia for ATID Scanners, ZOOM Cloud Meetings, SuperLive Plus, OfficeSuite Office, PDF, Word, Excel, PowerPoint Premium APK Mod MOD APK, NokoPrint v4.7.0 APK + MOD (Premium 잠금 해제) MOD APK로 다운로드 할 수있는 다른 애플리케이션도 있습니다. Equisoft/connect - v1.2.7에 만족한다면.

Equisoft Inc.에서 출시 한 Equisoft/connect - v1.2.7은 현재 사용 가능한 최고의 무료 및 최고의 휴대 전화 애플리케이션 중 하나입니다. 앱 스토어의 비즈니스 카테고리에 있습니다.

Equisoft/connect - v1.2.7의 최소 운영 체제는 Android 5.0+ 이상입니다. 아직 업데이트하지 않은 경우 휴대 전화를 업데이트해야합니다.

APKDroid에서는 Equisoft/connect - v1.2.7 APK 무료 다운로드를 받게됩니다. 최신 버전은 1.2.7, 게시일은 2021-01-26이며 파일 크기는 28.4 MB입니다.Google Play 스토어 통계에 따르면 약 1000 회 다운로드가 있습니다. Android에 개별적으로 다운로드하거나 설치된 앱은 원하는 경우 업데이트 할 수 있습니다. 앱도 업데이트하세요. 최신 기능에 대한 액세스 권한을 부여하고 보안을 강화합니다. 그리고 앱의 안정성. 지금 즐기세요 !!!

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