EquityTouch
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EquityTouch CRM Drag and Drop
EquityTouch
89 views
Video overview of Touch Ahead's Equity Touch Drag and Drop functionality. Customize your CRM to fit your needs.
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EquityTouch CRM Outlook Integration
EquityTouch
37 views
Video overview of Touch Ahead's EquityTouch Outlook Integration. Easily connect your email directly to your CRM.
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Virtual Users and Delegates
EquityTouch
17 views
The ability to assign Virtual Users and Delegates to EquityTouch
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EquityTouch CRM Document Management
EquityTouch
30 views
EquityTouch® document management is easy and flexible. There is no limit on the amount of documents you upload, and you are able to upload files in any format. Upload those...
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EquityTouch CRM Web 2.0 Integration
EquityTouch
111 views
Built-in links to business information services, search engines and social media
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EquityTouch CRM Lets you Customize Financial Information
EquityTouch
64 views
Customizable financial history. You determine which financial information is important to track (i.e. Revenue, EBITDA, Net Income, Average Stock Price, etc.)
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Fly Out Touch Entry
EquityTouch
22 views
Investment professionals love to multitask. EquityTouch lets you search, view and update company or contact information in one Touch while you create another Touch.
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Statistics
EquityTouch
17 views
The statistics section helps you observe your activity within EquityTouch. It also provides you with a quick way to recall the companies you have been working with.
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Intelligent Relationship Management
EquityTouch
63 views
Understanding how different people from different organizations relate to one another can be a challenge. EquityTouch™ tracks these complex relationships with intelligence,...
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EquityTouch: Saved / Shared Groups and Queries
EquityTouch
52 views
With saved and shared groups and searches, EquityTouch ™ offers useful ways to track your evolving data, keeping you and your team up-to-date on all collaborative efforts.
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