Track projects, log client info, update status
Manage client information and project status updates. Track annual goals and progress. Record and update client details. View and modify project stages. Access data remotely on mobile devices.
Showing 81–100 of 1,000 ranked alternatives.
PEDRO ROSAS
Manage client info, send messages, track appointments
Track and manage clients with profile creation, appointment booking, and communication via email or text. Send group messages and request 5-star reviews. Store client photos and manage scheduling directly from the mobile device.
HODGES-MACE, LLC
Access benefits info instantly
Access benefit information, review plan details, and manage enrollments. View benefits summaries, update selections, and explore related resources. Sync with employer data for real-time updates.
Galileo Insights LLC
Request rides, track trips, organize appointments
Manage non-emergency transportation requests for health appointments and related destinations. Track ride details, update schedules, and view all trip information in one place. Modify or cancel trips as needed.
Tickmark Inc
Digitally transform client service workflows
Manage client projects with upfront pricing and work assessments. Create and assign job orders to workers. Track workforce performance with points and instant feedback. Accept on-demand work requests.
FRESHWORKS TECHNOLOGIES PRIVATE LIMITED
Manage tickets, track issues, and update status
Manage incidents, track assets, and handle user requests through ticket creation and assignment. Access service catalogs and view task lists. Update user information and monitor service levels in real time.
2ndSite Inc
Create invoices and manage accounts
Create and send professional invoices with customizable templates. Track expenses with receipt scanning and categorization. Manage client relationships with activity logs and payment reminders. Generate financial reports and sync data across devices.
Trendsic Corporation, Inc.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
Moxtra, Inc.
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.
DIGITAL FEDERAL CREDIT UNION
Access info anytime
Access policy details, update personal information, and manage account settings. View coverage summaries and contact support directly through the client portal. Submit claims and track their status in real time.
Ameriprise
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
CAKE.com Inc.
Track , log hours, assign projects
Track manually or automatically with a single click. Assign logs to projects and clients. View reports and manage multiple team members, projects, and workspaces. Sync data via web version.
PT Mate Pty Ltd
Manage client sessions and payments
Manage client sessions with scheduling and attendance tracking. Record and share workout plans. Track payments and invoices. Send personalized coaching messages. Organize client data and progress notes.
Starburst Labs, Inc.
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.
Clientbook, Inc.
Track clients, send messages, log notes, set
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
Hometown Computing Of Byram, Inc.
Track visits and log care details
Track home care visits with real-time logging of services provided. Record notes, upload photos, and update client information. Generate reports and sync data across devices. Receive alerts for scheduled visits and manage client schedules.
Masud Hossain
Chat with clients and view notifications
Manage client communications through in- chat. Access project updates and notifications. Track service progress and manage client interactions. View key metrics and receive alerts for important events.
UNANET, INC.
Manage projects and track expenses
Track time and expenses for projects with real-time data entry. Submit timesheets and expense reports directly from the field. View project details, budgets, and financial insights. Sync with accounting systems for accurate billing and cost tracking.
NDEVOR SYSTEMS LIMITED
Schedule appointments and manage your salon remotely
Schedule and manage appointments with real-time updates. View client details and service history. Receive notifications for upcoming bookings. Sync across multiple locations and devices. Assign tasks to staff members.
Systemates, Inc
Manage projects and share data remotely
Manage construction projects from field devices with real-time updates and data sharing. Access project details, receive push notifications, and use the My Work page to track tasks and updates.
Microsoft Corporation
Update notes, track tasks, and manage records
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
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