VendorTrax
VendorTrax Corporation
Track service requests in real time
Track service requests in real time across multiple property types. Log and update maintenance tasks with photos and notes. Assign jobs to contractors and receive notifications.
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 241–260 of 1,000 ranked alternatives.
ConnecTap
TapClassifieds Auto, Inc.
Receive and reply to messages instantly
Manage customer inquiries with instant messaging across multiple channels. View and reply to messages in real time. Consolidate communications into a single dashboard. Transfer chats to team members for collaborative handling.
Greenwood Gearhart Client App
Greenwood Gearhart Inc.
Access portfolio, track performance, review documents
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
Glamiris
Glam Iris LLC
Customize websites with unique themes and colors
Manage business operations with customizable website themes and colors. Set up your site in minutes. Offer online booking with matching website style. Send SMS and email reminders. Create and manage services, portfolio, and client contacts.
Burrow CRM
IDC Global,INC
Stay connected with clients on the go
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
JVL Wealth
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Partyline Platform
Gulf Partyline Corporation
Access events, relationships, and interactions in real-time
Access event guest lists and create new events. View client performance and staff contacts. Manage organization details and access interactions in real-time. Sync with subscription for secure, continuous updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.