Manage client interactions digitally
Manage client interactions with digital automation tools. Onboard clients, service accounts, and handle exceptions through centralized workflows. Send secure messages, share documents, and track client progress in real time.
Showing 1–20 of 1,000 ranked alternatives.
Smartsheet Inc.
Manage and automate workflows
Manage and automate workflows using no-code tools. Create task lists, set deadlines, and assign responsibilities. Track progress with customizable views and dashboards. Integrate with other business apps and share sheets with team members.
TenTax & Accounting, LLC
Manage taxes, prepare returns, track expenses, plan
Manage financial documents with secure messaging, collaborative workspaces, and digital signatures. Schedule and conduct video meetings. Store and share files. Customize workflows for tax planning, accounting, and compliance tasks.
Docusign
Send and documents securely
Create and send digital signatures for documents, forms, and contracts. files via email or cloud services. agreements directly on your device. Set reminders and track signing status. Share documents securely with multiple parties.
Mattermost, Inc.
Connect to Server and collaborate securely
Securely share messages, files, and links across teams. Create and manage channels for communication. Integrate with workflows and automate tasks. Support audio and screen sharing for collaboration. Manage projects and track progress.
PaintForce, LLC
Create estimates and invoices
Manage customer interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
DingTalk Technology Co., Ltd.
Manage tasks, chat, and collaborate securely
Manage team communication with chat, video calls, and file sharing. Schedule meetings and set reminders. Create and share documents in real-time. Integrate with third-party apps for workflow automation. Track project progress and assign tasks.
Bitrix, Inc.
Manage leads and track deals
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Process Street, Inc.
Onboard employees and build workflows
Create and manage workflows without coding. Define steps, assign tasks, and track progress. Share processes with team members. Edit and update workflows as needed. Maintain a team wiki and company handbook.
Vagaro Inc
Book appointments, manage clients, track sales,
Manage appointments, clients, and sales with a centralized platform. Set and share availability, send automated reminders, and track client interactions. Create and customize booking pages to reflect your brand.
SLACK TECHNOLOGIES L.L.C.
Connect teams, send messages, track tasks
Collaborate in real time with teams, customers, and contractors. Send messages, files, and notifications. Schedule and manage meetings. Search for information and receive conversation summaries.
Paycor, Inc
Access payroll, track time, manage HR
Employees can view current and past pay stubs and W-2s. They can text, email, or print PDF copies of these documents. Punch in and out, check time card hours, and report missed punches.
Loyal Foundry, Inc.
Sign documents and manage agreements
Send and sign documents from any device. Upload files, select signers, and create signatures. Track signing status, send reminders, and manage agreements. Add multiple signers by dragging and dropping tags.
Themis Solutions Inc.
Access case client information remotely
The app provides remote access to case and client information for productivity. Users can update statuses, communicate with clients and colleagues, and manage documents from their mobile device.
Raken, Inc.
Construction management app for the field.
The app offers daily reporting, time tracking, and safety management features. It provides tools for project management and integrates with other construction technology.
DocuWare GmbH
Access documents, manage workflows, store files
Access and manage documents from any . Search and view files, edit workflow tasks, and apply stamps. Store documents directly from the . Connect to systems via QR code.
Houzz Inc.
Manage projects, track clients, and create branded
Manage projects, track expenses, and communicate with clients from anywhere. Create branded documents, collect payments, and generate estimates with AI assistance. Sync calendars, send messages, and access job details in real time.
BBMK Technologies, LLC
Manage workflows with e-signatures and scheduling
Manage business operations with electronic documentation, e-signature workflows, scheduling, and inventory control. Track tasks, send reminders, and access real-time data for streamlined operations.
HotSchedules
Manage shifts, swap schedules, and communicate
Manage employee schedules and communicate with team members. Swap, pick up, or release shifts with one click. Request time off and manage work-life balance. Sync calendars and receive notifications for schedule updates.
Squarespace, Inc.
Schedule appointments and send payments
Manage appointments with real-time calendar access, edit availability, and schedule new bookings. Share direct links with clients and sync your calendar. Track client information, send secure payments, and generate automated receipts.
Mango Technologies, Inc.
Manage tasks, communicate, and automate workflows
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.