Apps Like FirmDash for iPhone and iPad
Message clients securely and share files
Manage client communications through SMS texting, secure messaging, and file sharing. Receive real-time alerts and updates. Track client requests and collaborate with your team. Share documents and respond to inquiries directly from the .
FirmDash screenshots
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
Ruoff Agent
Ruoff Mortgage Company Inc.
Track transactions, view materials, connect with agents
Track active and closed transactions, view marketing materials provided by Mortgage, and connect with potential clients. Access real-time updates on homebuyers' progress and manage communication with clients through the .
SERV App for Home Services
ServCommerce, Inc.
Manage tasks, messages, and customers on
Manage customer interactions with in- messaging and service requests. Track job status and update notes. Schedule appointments and send invoices. Access real-time data on job progress and customer history.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
MakeBill: Custom Invoice Maker
PT BLISDEV ZERO BIT
Create invoices, receipts, and quotes
Create invoices, receipts, estimates, quotes, and delivery notes with customizable templates. Add client details, itemized lists, and payment terms. Export documents in PDF and printable formats. Track payments and send reminders via email.
Crestwood Advisors
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
Realtor.com+
Move, Inc.
Manage client interactions and data securely
Manage client interactions with real estate professionals. Track property listings, schedule showings, and share documents. Access market data and analytics. Collaborate with clients and team members. Send and receive messages.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.