Name: Equisoft/connect
Author: Equisoft

Beschreibung

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.

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Equisoft/connect Häufige Fragen

Ist Equisoft/connect kostenlos?

Ja, Equisoft/connect ist komplett kostenlos und enthält keine In-App-Käufe oder Abonnements.
Ist Equisoft/connect seriös?

Nicht genügend Bewertungen, um eine zuverlässige Einschätzung vorzunehmen. Die App benötigt mehr Nutzerfeedback.

Danke für die Stimme
Wie viel kostet Equisoft/connect?

Equisoft/connect ist kostenlos.
Wie hoch ist der Umsatz von Equisoft/connect?

Um geschätzte Einnahmen der Equisoft/connect-App und weitere AppStore-Einblicke zu erhalten, können Sie sich bei der AppTail Mobile Analytics Platform anmelden.

Benutzerbewertung

Die App ist in Norwegen noch nicht bewertet.

Bewertungen anzeigen in Kanada

Bewertungsverlauf

Equisoft/connect Bewertungen

Language settings defaults to French each time

Great app! Quick & easy access to client & policy info. One issue noted is that the app currently defaults back to French each time it is accessed. Users wishing to view the system in English have to reset their preferred language each time they access the app.

Store-Rankings

Ranking-Verlauf

App-Ranking-Verlauf noch nicht verfügbar

Kategorien-Rankings

App ist noch nicht gerankt