İndir Equisoft/connect - v1.2.7

Lütfen İş kategorisindeki öne çıkan Uygulamalar öğelerden biri olan Equisoft/connect - v1.2.7 'ı indirin ve paylaşın.
Ayrıca, Idencia for ATID Scanners, ZOOM Cloud Meetings, Amazon Seller, OfficeSuite Office, PDF, Word, Excel, PowerPoint Premium APK Mod MOD APK, Foko Retail, Mytel mBCCS olarak indirebileceğiniz başka Uygulamalar bazılarını. Equisoft/connect - v1.2.7 'dan memnunsanız.

Equisoft Inc. tarafından yayınlanan Equisoft/connect - v1.2.7, bugün mevcut olan en iyi ücretsiz ve en iyi cep telefonu uygulamalarından biridir. Uygulama mağazasının İş kategorisinde yer almaktadır.

Equisoft/connect - v1.2.7 için minimum işletim sistemi Android 5.0+ ve üstü. Bu nedenle, henüz yapmadıysanız telefonunuzu güncellemeniz gerekir.

APKDroid'de, en son sürümü 1.2.7, yayınlanma tarihi 2021-01-26 ve dosya boyutu 28.4 MB olan Equisoft/connect - v1.2.7 APK'yı ücretsiz indireceksiniz.Google Play Store'dan alınan istatistiklere göre, yaklaşık 1000 indirme var. Android'e ayrı ayrı indirilen veya yüklenen uygulamalar dilerseniz güncellenebilir. Uygulamalarınızı da güncelleyin. Size en yeni özelliklere ve güvenliğe erişim sağlar ve uygulamanın kararlılığı. Şimdi keyfini çıkarın !!!

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