Showing 21–40 of 1,000 ranked alternatives.
Jam Soft LLC
Book appointments and manage clients
Book appointments for hair, barber, or nail services. Clients can schedule and manage bookings. Track availability and receive reminders. Integrate with calendars and send confirmation emails. Manage client information and service history.
DIRECT CURSUS COMPUTER SYSTEMS TRADING LLC
Schedule and automate tasks
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.
FRESHWORKS TECHNOLOGIES PRIVATE LIMITED
Track contacts, automate tasks, and manage deals
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Copper CRM, Inc.
Manage leads, track deals, and deliver projects
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
J3 Software, LLC
Track clients, appointments, and histories
Track information, appointments, and service histories. Schedule appointments with 15-minute defaults. Search and query data. Send messages and reminders to clients. Sync across devices for real-time updates.
Chum IT LLC
Manage client data and track remotely
Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Dubsado, LLC
Build invoices and send payments
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
LEAP Legal Software Pty Limited
Create matters, record memos, send emails
Create matters and cards to organize work. Access detailed matter information including correspondence and documents. Record voice memos and send emails. Track critical dates, tasks, and calendar entries.
Plannie LTD
Schedule appointments and manage services
Schedule appointments with clients through a centralized platform. Businesses can describe services, set availability, and manage bookings. Clients can reserve spots independently across devices.
Accio, Inc.
Capture meetings, write notes, update tasks
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Resco s.r.o.
Access CRM data on the go.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Jam Soft LLC
Schedule and send reminders
Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.
Yext Inc
Connect, share, and manage messages securely
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Maximizer Services Inc.
Manage customer data on the go
Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Brivity, Inc.
Manage tasks, leads, and appointments on
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Deltek, Inc.
Access pursuits, contacts, and activities on
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Philippine AXA Life Insurance Corporation
Access policy documents and manage insurance plans
Access insurance policy documents, pay premiums, and view e-receipts online. Manage investments by accessing funds, viewing transaction history, and tracking performance. Submit claims and contact support through in- messaging.
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