On-the-Go Data Entry

How easy can it be to view and edit your data on a phone? Try us and find out. We've put all your most important information where you can get to it easiest, and we've got a robust History that let's you get back to it when you need to.

When you're looking at a Company or Person, it's just one tap to edit your data, dial a phone number, send an email, create a new Touch, and view employees or employer. It's just two taps to see all completed Touches, all incomplete Touches, or switch to any of your custom field groups.

When you're looking at a Touch, it's just one tap to edit your data, see all regarding Company phones or emails, create a new Touch for the same regarding company, or view the regarding Company's details. With just two taps, you can access the phone numbers and emails of all Touch participants, create a new Touch with any participant, view any participant's details, see all completed Touches for the regarding Company, see all incomplete Touches for the regarding Company, see the Employees of the regarding Company, create a new Employee for the regarding Company, or switch to any of the custom field groups for the regarding Company.

We've made it easy to master all the shortcuts in EquityTouch© Mobile. They're right under your fingertips.


Companies. People. It's your expertise. We can help.

Pipelining prospects and contacts is your business. Entering and editing them shouldn't take all your time. Your company and person views have been designed to be used. Every company and person view has one-tap editing and a common-sense layout that's friendly to the fattest of fingers. If this is your first mobile app, prepare to be spoiled.


Editing Tips for Company and Person views.

Here are some Pro-Tips for saving time while viewing and editing Companies and People.

From the top icon bar in every Company or Person view, you can:

  • View all Company or Person phone numbers. But if you click directly on the phone number below the addresses, you can dial directly!.
  • View all Company or Person emails. But if you click directly on the email below the addresses, you can email directly!.
  • Create a New Touch for this Company or Person. Creating a New Touch from a Person view will automatically set the regarding Company to be their primary Company, and will add that Person to your Touch participants.
  • Jump straight from a Person to their primary Company. Then you can use the History panel to jump back.
  • Run a search of all Employees from any Company page. Start a New Touch from a person you want added as a Touch participant.

From the context menu of every Company or Person view, you can:

  • View (and edit) a Company or Person custom field group.
  • View all completed Touches. The Touch count is displayed so you don't run empty searches.
  • View all incomplete Touches. The Touch count is displayed so you don't run empty searches.
  • View the Employees. The Employee count shows you what to expect.
  • Create a new Employee, from any Company context menu. This is a great way to enter a new Person with their primary Company already entered for you.
  • Create a new Person, with the same primary Company, from any Person context menu. This is also a great way to enter a new Person with a primary Company already entered for you.

Make a Touch. Reach for your smart phone.

We're not just going mobile. We're bringing a powerful new tool to your EquityTouch© workflow. Your editing permissions for Touches, as well as all your Touch custom fields, follow you to your phone and tablet. We've automated full Follow-Up Touch creation for your callback and scheduling workflow, in every New Touch or Touch edit. Full Microsoft Exchange© integration is baked right in. As always!


Editing Tips for Touch views.

Here are some Pro-Tips for saving time while viewing and editing Touches.

Touches have quick-access button bars for:

  • The Touch Regarding Company.
  • The Touch Initiator.
  • All Touch Participants (just click "Show More" in the Participants panel).

As always, these buttons will let you:

  • View all Company or Person phone numbers and emails.
  • Create a New Touch for the Company or Person.
  • Jump directly to the Touch Regarding Company.
  • Jump to any Touch participant's detail view.

The context menu of every Touch is based around the data for the regarding Company. The Touch context menu lets you:

  • View (and edit) the regarding Company.
  • View (and edit) the regarding Company custom field groups.
  • View the regarding Company's completed Touches. The Touch count is displayed so you don't run empty searches.
  • View the regarding Company's incomplete Touches. The Touch count is displayed so you don't run empty searches.
  • View the regarding Company's Employees. The Employee count shows you what to expect.
  • Create a new Employee for the regarding Company. This is an easy way to find a primary Company for a new contact.

All Your Data. Now, At Your Fingertips.

Don't stop! You're almost an Expert with EquityTouch© Mobile.