Boston, MA, March 04, 2011 --(PR.com
)-- Touch Ahead software just released Version 2.5 of their flagship CRM application, EquityTouch®. EquityTouch is a customizable CRM deal sourcing tool specifically designed for the alternative asset community. Used by Private Equity and Venture Capital firms, EquityTouch’s latest release includes numerous system enhancements and plug-in improvements.
The application is based on the “Touch” concept. A Touch is any interaction between companies or people such as emails, events, phone calls, and meetings. These Touches are then organized in the application by company, contact, and Touch type for easy reference.
EquityTouch 2.5 now features:
Outlook 2010 Plug-In - The EquityTouch Plug-In for Microsoft Outlook® now supports Outlook 2010. Users can download the plug-in through the “Tools” section of EquityTouch. The plug-in integrates seamlessly with Outlook and allows users to send contacts and emails directly through the application.
Custom Touch Fields – Users can now add custom fields to Touches, and are able to customize the layout of the Touches.
Hierarchical Parent/Child Fields – Users can now create Hierarchical (Parent/Child) fields in EquityTouch. Parent/Child fields assist in organizing information by grouping them into tables. Users can define “Parent” fields which will display different options in the “Child” field dependent on which list item is selected.
Improved Document Management – When a user uploads a document, a Touch is created to record the upload and has the document attached with it. Users also now have the ability to delete documents from the database. To delete a document, the user must delete the Touch associated with the upload.
Updated Zip Code Data – In EquityTouch, users can perform an advanced search to find companies or people within a certain radius of a zip code. The newest release contains updated zip code, longitude, and latitude data for improved accuracy of search results.
For additional information on EquityTouch or to request a demo, please visit http://www.touchahead.com/equitytouch.html.
About Touch Ahead Software LLC
Touch Ahead Software is a Customer Relationship Management (CRM) solutions company, focused on providing unparalleled benefits of advanced technology to the alternative asset community. The benefits include higher user satisfaction and increased deal sourcing productivity by utilizing user-friendly collaboration tools, as well as a dramatically reduced cost of ownership and time for implementation. Touch Ahead Software is the developer of EquityTouch, the premiere deal CRM service for the financial and other specialized industries. For more information, please visit http://www.touchahead.com.
For more information, please contact:
Touch Ahead Software LLC
(p) +1 866 960 9301