With EquityTouch your screen layout is yours. Why should a highly successful contributor be force fitted into someone else’s cookie cutter process? Every company has its own way of doing business and each deal maker has his or her own style of working. That is why we have made it simple for any user to change a layout, organize their workspace, add a field, and report on their data. 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! We also offer custom report development to leverage our team of experts to help you get the most out of your data.

CRM Customization