Manage tasks, track workflows, and access business
Manage client requests, review conflicts reports, approve purchase orders, and search for experience. Access workflow tools for task tracking and document management. Securely handle business acceptance processes on the go.
by Intapp, Inc★ 4.77 ratingsProductivityFreeData updated 2026-09-10
Manage business operations with automated workflows, track expenses, and generate reports. Schedule tasks, set reminders, and collaborate with team members. Integrate with accounting and project management tools for streamlined workflows.
Enter details to generate a QR code for sharing. Convert information into scannable codes. Switch between modern and legacy QR formats for compatibility. Export and share QR codes directly.
Track fluid intake by scanning barcodes and capturing serial numbers. Create new assets and order tests directly. View intake records and manage test requests efficiently.
Facilitators create and define evaluations, assign evaluators, and manage user permissions. Evaluators access evaluations, input scores, and submit feedback. Both roles track progress and view reports. Data is securely stored and shared within the .
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
Securely access corporate data and applications via per- VPN over SSL. Connect to business resources from anywhere. Automatically provision certificates and VPN settings by IT administrators.
Scan receipts with your device's camera to submit automatically. Review and approve with a tap to instantly. Track and categorize for detailed reporting and analysis.
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
Connect, track, and grow your business relationships
Manage business prospects with a centralized platform. Track interactions, share resources like audio, video, and PDFs, and distribute them via social media, email, or text. Set up follow-ups and monitor engagement metrics.
Manage orders, track inventory, and streamline workflows
Manage sales processes with customizable forms and workflows. Track inventory, schedule appointments, and generate reports. Access real-time data across devices. Collaborate with teams and monitor performance metrics.