다운로드 Equisoft/connect - v1.2.7

Equisoft/connect - v1.2.7 또는 AXA Acentem, PDF Extra v8.1.1292 APK + MOD (Premium 잠금 해제) MOD APK, ZOOM Cloud Meetings, Mytel mBCCS, SuperLive Plus, Foko Retail, 비즈니스 카테고리에서 가장 멋진 애플리케이션 중 하나에 대해 들어 보셨습니다.

물론 모든 게임이나 애플리케이션이 모든 휴대 전화와 호환되는 것은 아닙니다. 게임이나 애플리케이션이 기기에서 사용할 수없는 경우도 있으며 시스템 버전에 따라 다릅니다. Android 운영 체제, 화면 해상도 또는 국가 Google Play에서 액세스를 허용합니다. APKPanda는 다운로드 할 수있는 Android APK 파일을 제공하며 이러한 제한을 고수하지 않습니다.>
Equisoft/connect - v1.2.7 최신 버전은 1.2.7, 출시일은 2021-01-26이며 크기는 28.4 MB입니다.Equisoft Inc.에서 개발 한 Equisoft/connect - v1.2.7는 Android 버전이 Android 5.0+ 이상이어야합니다. 따라서 필요한 경우 휴대 전화를 업데이트해야합니다.

약 1000 회 다운로드했습니다. 원하는 경우 Android 기기에 개별적으로 다운로드하거나 설치된 앱을 업데이트 할 수 있습니다. 앱을 업데이트하면 최신 기능에 대한 액세스 권한이 부여되고 애플리케이션 보안 및 안정성이 향상됩니다.

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