Equisoft/connect vs Handheld Contact Api

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.

+Description: Handheld Contact – API is the mobile extension to your Act! software, as it wirelessly syncs and manages your Act! CRM Contacts, Calendar, Opportunities, and Notes/Histories from your iPhone or iPad. Unlike our Handheld Classic, this version syncs through the WebAPI for faster, more frequent updates of more data across more devices. It's like having Act! with you anywhere, anytime! +Features: • View and manage Act! contacts, calendars, Task Lists, and opportunities from anywhere, anytime. • Secure wireless sync with iPhone or iPad & Act! via the Act! WebAPI • Call/Email/SMS Act! contacts with all Histories recorded and synced back to Act! • Automatic syncing in coverage while application is running. • Act! data stored locally for fast access without Internet connection • Take notes & record Histories in Handheld Contact. • Easy setup on your device with no desktop software required • New modern interface • Customizable contact & opportunity field mapping • Easy contact sharing for one-click referrals • Alerts of upcoming annual events like Birthdays & Anniversary +Requirements: • You must have a Handheld Contact account. System Requirements • iPhone or iPad with IOS11 or higher • A current Act! subscription with Act! v18 or higher • Act! WebAPI v1.1.54.0 or higher • Act! user account must have “Standard” security privileges or higher, and be assigned WebAPI permission