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 .
Manage business calls and messages from any location. Send and receive SMS, make calls, and access voicemail. Sync business contacts directly with the . Stay connected while traveling or working remotely.
Manage contacts and investor profiles in real-time with editing and viewing capabilities. Log activities and access recent investor data. Search and filter contacts for efficient management.
The app provides mobile access to 3E Workspace time entry and productivity workflows. It offers unified access to firm tools like 3E Financial Management and 3E MatterSphere, consolidating business management information and functionality.
Manage communications and collaborate with colleagues by making calls, sending messages, and accessing corporate directories. Chat in real-time, share files, and participate in meetings.
Manage patient records with integrated treatment planning and history. Add notes and update conditions with single-click actions. Schedule appointments and access cloud-based data across devices.
Reminds users of people they care about and when they last communicated. Tracks conversation history and meeting locations. Suggests follow-up actions and sends reminders. Integrates with calendar and messaging apps.
The app gathers leads from various sources into one application. It allows users to manage contacts, collaborate with agents, and track communications for lead conversion.