EquityTouch CRM

EquityTouch is one of the first SaaS based, fast, easy to use CRM solution for the alternative asset community. A web-based application, EquityTouch CRM is completely secure and accessible from anywhere. It also provides integration with various forms of social media. EquityTouch CRM also provides a completely customizable interface that allows companies to track relevant and pertinent information. Since it is entirely customizable, EquityTouch CRM serves a wide range of businesses, from small or mid-sized organizations to large companies. Contact EquityTouch for pricing information.

Customer Focus

EquityTouch CRM provides specialized CRM solutions for the alternative asset community.

Key Features

  • Superior Fast Searching
  • Share Groups and Save Searches
  • Intelligent relationship management
  • Integrated with Microsoft Outlook Exchange
  • Financials
  • Statistics
  • “Fly Out” Touch View
  • Simple Customization
  • Web Service Integration
  • Reports
  • Virtual Users and Delegates
  • Document Management
  • Keyboard Shortcuts

One User Review

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  1. Love EquityTouch!

    Cathie B, Marketing Director, QuickSilva Title 07/15/2011 at 5:43 pm #
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    We use this SaaS CRM and we love it!

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