Apps Like ClientManager - Sales Recorder for iPhone and iPad
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.
ClientManager - Sales Recorder screenshots
Ranked alternatives
Showing 381–400 of 1,000 ranked alternatives.
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.
LeadPlotter Route & Sales CRM
Cram Cards, LLC
Manage leads, track routes, boost
Manage leads and customers with detailed tracking and organization. Create multi-stop driving routes for efficient navigation. Access customer data for informed decision-making. Log notes and check-ins to improve customer service.
Arclight
DISTRIBUTOR SOFTWARE SOLUTIONS, INC.
Manage projects, customers, and staff remotely
Manage projects, customers, and staff remotely. Create and send quotes in real time. Track materials and labor rates for faster invoicing. Organize client information and update project statuses on the go.
Saluni Vendor
SALUNI INTERNATIONAL LIMITED
Create profiles and manage bookings
Create and manage a professional profile with services, pricing, and expertise. List beauty services for clients. Set transparent pricing. Schedule appointments and send reminders. Receive client feedback and reviews.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.