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Descargar Equisoft/connect - v1.2.7
Package Name | com.kronosfinancemobile |
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Category | Aplicaciones, Empresa |
Latest Version | 1.2.7 |
Get it On | |
Update | January 27, 2021 (4 years ago) |
Has oído hablar de Equisoft/connect - v1.2.7, o AXA Acentem,
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Equisoft/connect - v1.2.7 la última versión es 1.2.7, la fecha de lanzamiento 2021-01-26 y tiene el tamaño 28.4 MBDesarrollado por Equisoft Inc., Equisoft/connect - v1.2.7 requiere la versión de Android al menos Android 5.0+. Por lo tanto, debe actualizar su teléfono si es necesario.
Casi cargado, sobre 1000 descargas. Si lo desea, puede actualizar las aplicaciones que se han descargado o instalado individualmente en su dispositivo Android. Actualizar sus aplicaciones le da permiso de acceso a las funciones más recientes y mejora la seguridad y estabilidad de las aplicaciones
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
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