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 .
Showing 161–180 of 1,000 ranked alternatives.
Intapp, Inc
Access deals, track tasks, manage risks
Access task data and dashboards for real-time insights. View and manage client requests with workflow tracking. nd share template reports. Securely log in and navigate solutions on mobile devices.
Hostpepper LLC
Access emails from all accounts
Unified Inbox allows access to all HostPepper email accounts in one interface. Instant Setup enables quick login and mailbox readiness. Smart Organization provides tools to sort, filter, and manage messages efficiently.
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
CellTrust Corporation
Manage devices and applications securely
Manage corporate communications with secure messaging and call recording. Enable device compliance checks and application restrictions. Monitor user activity and enforce security policies within the Intune environment.
CILIO TECHNOLOGIES, LLC
Manage leads, quotes, and payments securely
Manage leads, create and send quotes, process payments, and track project timelines. Schedule appointments, monitor crew payments, and generate invoices. Customize workflows and set user permissions for team access.
Deltapath, Inc.
Connect, chat, and call instantly
Manage business communication with real-time audio calls, instant messaging, and location sharing. Scan QR codes for login. Invite participants to conferences. Lock conferences remotely. Send location updates to colleagues.
Greyspace Financial LLC
View reports, load receipts, schedule meetings
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
Trackland LLC
Manage tax documents securely and organize them
Manage tax documents securely by uploading, organizing, and accessing files. Create folders, track requests, and review submissions. Access articles, blog posts, and videos for tax guidance.
Utech Inc
Manage orders, communicate with dispatchers, upload documents
Manage orders with real-time updates on assigned and scheduled shipments. View stop reference numbers, special instructions, and order details. Check in/out at each stop and adjust times as needed.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.