Customization

With EquityTouch® your screen layout is yours. Why should a highly successful contributor be force fitted into someone else’s cookie cutter process? Every business has its own way of doing business — and each dealmaker has his or her own style of working. To change a layout, you simply drag and drop fields into place. No software developer needed. If you add a new field, you can search on the data in that field immediately without writing scripts or code. It’s that simple!

CRM Customization