This CRM is designed for financial advisors to manage their practice and client relationships on the go. Access client information, communication tools, and meeting notes from anywhere, anytime. Streamline your workflow and serve clients more effectively without being tied to a computer.
1.2.11
August 22, 2023
Minor changes on text box focus when adding or editing notes
Equisoft/connect is a mobile CRM application specifically designed for financial advisors. It allows users to manage client information, schedule activities, take meeting notes, and communicate with clients from their mobile devices.
Yes, Equisoft/connect is available for free. The app does not have any associated costs for download or usage based on the provided information.
Equisoft/connect is available on iPhone and iPod devices. It is optimized for iOS mobile operating systems.
The latest version of Equisoft/connect is 1.2.11, and it was last updated on August 22, 2023. This indicates regular updates to improve functionality and address any issues.
Equisoft/connect has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.
No, Equisoft/connect does not contain advertisements. The app is ad-free, providing an uninterrupted user experience.
Yes, Equisoft/connect allows you to create new contacts directly within the app. You can also search, view, and edit existing contact information on the go.
Equisoft/connect aids in maintaining compliance by enabling you to take meeting notes and book activities that are directly linked to each client's contact record.
