About EquityTouch
EquityTouch is a financial CRM software from Touch Ahead Software designed for collaborative deal sourcing. It includes Quick Views, Technology Security, and Customization so users can manage deals more effectively. The platform offers various features that support collaboration among team members and simplify the deal-making process. It is built on a reliable architecture that ensures data security while allowing for personalized configurations to meet specific user needs. Key capabilities: Quick Views Technology Security Customization Collaboration Tools Deal Tracking Best for: financial professionals that need a comprehensive solution for managing and sourcing deals.
EquityTouch is a comprehensive Customer Relationship Management (CRM) software designed to cater to the unique needs of financial professionals. With its primary focus on managing relationships, data, and workflows in the finance industry, EquityTouch stands out for its robust features and capabilities. The user interface of EquityTouch is clean, intuitive, and easy to navigate, making it simple for users to access the information they need quickly. The design elements are well thought out, with customizable dashboards and reporting tools that enhance the overall user experience. The layout is designed to streamline workflows and improve productivity, ensuring that users can efficiently manage their client interactions and data. One of the core functionalities that distinguishes EquityTouch from its competitors is its ability to provide real-time data insights and analytics. This enables users to make informed decisions quickly, based on up-to-date information. The software also offers advanced search capabilities, making it easy to find relevant information within large datasets. In terms of innovation, EquityTouch stands out for its integration with financial data providers, allowing users to access market data and research seamlessly.
Pros & Cons
- +Industry-Specific Design: Tailored for the alternative asset community, addressing specific needs.
- +Customizable Interface: Allows users to track only the information relevant to them.
- +Comprehensive Relationship Tracking: Maintains detailed records of interactions and affiliations.
- +.
- −Limited Public Information on Pricing: Lack of transparent pricing details may deter potential users.
- −Unspecified Global Availability: Primary focus appears to be on the U.S. market.
- −No Mention of In-App Marketplace: Potentially limited for users seeking additional plugins or extensions.
- −Language Support: Only available in English, which may limit international adoption.
Features
Key features
- Superior Fast Searching
- Quickly navigate through extensive records with advanced search capabilities.
- Advanced Searching Including Custom Fields
- Search for contacts using various criteria, including custom fields.
- "Look Ahead" Searching
- Find contacts or companies before completing the keyword entry.
- "Distance From" Searching
- Locate contacts within a specific radius of a location.
- Saved Searches - Sharable
- Save and share search results for future reference.
Additional features
- Customizable Interface
- Tailor the interface to track relevant information like financials, goals, and personal details.
- Detailed Relationship Information
- Maintain comprehensive records of individual affiliations and board memberships.
- Social Media Integrations
- Integrate with platforms like LinkedIn, Facebook, Twitter, and Google.
- Outlook Integration
- Connect emails directly to the CRM.
- Gmail Extension
- Send emails to EquityTouch directly from Gmail.
- Tradeshow Tool
- Upload and manage information collected from tradeshows and similar events.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to EquityTouch
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
About EquityTouch
EquityTouch is a financial CRM software from Touch Ahead Software designed for collaborative deal sourcing. It includes Quick Views, Technology Security, and Customization so users can manage deals more effectively. The platform offers various features that support collaboration among team members and simplify the deal-making process. It is built on a reliable architecture that ensures data security while allowing for personalized configurations to meet specific user needs. Key capabilities: Quick Views Technology Security Customization Collaboration Tools Deal Tracking Best for: financial professionals that need a comprehensive solution for managing and sourcing deals.
EquityTouch Details
EquityTouch's In-App Market Place
Does EquityTouch have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
AED (د.إ), AUD ($), CAD ($), CHF (Fr), CNY (¥), EUR (€), GBP (£), INR (₹), JPY (¥), KRW (₩), USD ($)
Pros & Cons
- Industry-Specific Design: Tailored for the alternative asset community, addressing specific needs.
- Customizable Interface: Allows users to track only the information relevant to them.
- Comprehensive Relationship Tracking: Maintains detailed records of interactions and affiliations.
- .
- Limited Public Information on Pricing: Lack of transparent pricing details may deter potential users.
- Unspecified Global Availability: Primary focus appears to be on the U.S. market.
- No Mention of In-App Marketplace: Potentially limited for users seeking additional plugins or extensions.
- Language Support: Only available in English, which may limit international adoption.
EquityTouch's Support Options
Email Address
sales@touchahead.comContact
+1 866-960-9301EquityTouch's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
