Manage client data and track events
Manage client data with tagging for quick searches. View monthly through a calendar with customizable display options. Track client information and course details, including pre-registered amounts and times.
Showing 221–240 of 1,000 ranked alternatives.
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Delivery Drive LLC
Order food and manage restaurant
Manage restaurant orders with real-time tracking and communication. View and update menus, assign orders to staff, and monitor status. Receive customer feedback and adjust service settings remotely.
WEST SOFTWARE SYSTEMS SRL
Schedule appointments and manage bookings
Schedule appointments with date, time, client details, and services. Update calendar in real time. Send automated SMS for confirmations, reminders, and reviews. Track bookings and manage client information.
AgentHubb LLC
Manage client data and track leads
Manage client data with digital questionnaires and assessments. Track leads and organize business activities. Streamline client intake and monitor progress within a single platform.
MyQ, spol. s r.o.
Print files securely and manage print jobs
Control printing devices remotely with touchless print management. Authenticate using biometrics, upload or select print jobs from queue, history, or favorites. Adjust settings like copies, color mode, and duplex before printing.
PINELLAS SUNCOAST ASSOCIATION OF REALTORS, INC
Manage membership, access benefits, register for events,
Manage membership details and access exclusive benefits. Register for events and classes. View market stats and resources. Receive updates and notifications. Track membership status and benefits.
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