Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Showing 101–120 of 1,000 ranked alternatives.
CHATHANGULAM RIYAS
Manage leads, track communications, collaborate seamlessly
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.
Wurkzen Inc.
Build websites, book appointments, send invoices, track
Create a business website using AI. Schedule and manage appointments. Generate estimates and invoices. Accept online payments securely. Track business operations comprehensively. Automate SEO and email campaigns.
MyCase, Inc.
Manage case files and track deadlines
Manage case details, schedule appointments, and track deadlines. Access documents, send messages, and update client information. Sync calendar events and receive notifications for case updates. View case summaries and client contact details.
Sheldon Townsend
Manage leads, track deals, sync with CRM
Manage leads and contacts with detailed tracking and organization. Search for properties using advanced filters and save results. Sync data with Dashboard CRM for real-time updates and centralized management.
Privyr Pte. Ltd.
Manage leads via WhatsApp, text, and calls
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
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.
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