Manage referrals and client relationships
Access and track active client information. Manage referrals and client relationships. Email or call clients directly. Update and share referral details. View referral status and activity logs.
Showing 1–20 of 1,000 ranked alternatives.
Lofty Inc.
Connect with agents, create chat groups, track
Connect with agents through chat groups and track referrals. Create and manage collaboration spaces. Share files and messages securely. Monitor client interactions and project progress.
HomeLight Inc.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
WellSky Corporation
Receive and review patient referrals on
Review patient referrals directly from your mobile device. Access referral data from hospitals and health systems. View patient information and care options. Update patient status and communicate with care teams.
Hello Sugar Franchise LLC
Book appointments and manage memberships
Manage appointments for waxing, sugaring, and treatments. Reschedule or cancel sessions anytime. Track membership benefits and perks. Earn points for services and rewards through referrals.
Alyssa Schultz
Post referrals, browse profiles, apply directly
Create a profile with name, photo, and company details. Post referrals with deal specifics. Browse active referrals and apply. Track status and receive updates. Build professional connections for closed deals.
Agent Bid LLC
Find, share, and manage referrals
Manage real estate referrals by creating, sharing, and tracking listings. Review competitive bids and monitor referral progress from posting to closing. Maintain client information securely within the platform.
Nevada Realty Solutions LLC
Refer clients and find agents to refer
Manage business referrals by tracking progress and receiving updates. Send client referrals to other agents. Receive inbound referrals from agents in different markets. Prioritize visibility for inbound referrals.
Logiciel Prospect inc.
View listings, manage leads, track clients
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
Integrated Database Systems, Inc.
Track visits, view schedules, manage tasks
Manage home care operations with caregiver access to GPS visit verification, visit notes, schedules, and tasks. Clients receive visit alerts, schedules, and care plans. Office users handle client data, caregivers, physicians, and schedules.
Move, Inc.
List homes, connect with buyers
List properties for sale or rent. Connect with pre-screened buyers and sellers. Receive personalized proposals to showcase expertise. Grow business with pay-per-deal model. Manage listings and track performance.
LVD Concepts, Inc.
Refer clients, get bounties, track referrals
Refer clients for home security services and earn a referral bounty. Select a rep or territory, get assigned a representative, and track referrals in real time. Access payment details and manage referrals directly from your mobile device.
Keller Williams Realty, Inc. Mobile
Manage leads, close deals, and build client
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
LoanDepot.com, LLC
Make payments and set up autopay
Make payments and set up autopay with secure, tap-based transactions. View payment history and pending statuses. Manage linked bank accounts. Track loan balances, access documents, and monitor principal and escrow amounts.
LBC Solutions, INC
Track client status and loan progress
Manage client information and processes. Add new clients and view their status. Request preapprovals and track loan progress. Upload documents and access programs. Stay updated without phone calls.
Ubiquiti Inc.
Manage networks, scale systems, secure connections
Manage network devices and settings from a central dashboard. Configure WiFi settings and routing rules. Monitor network performance and client activity. Set up secure VPN connections with a single tap.
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