Answer questions and share expertise
Business "Share a personal URL with clients to answer questions. Collaborate with clients and their contacts. Manage Q&A sessions and track interactions. Set up secure access for approved users."
Showing 61–80 of 1,000 ranked alternatives.
Wrike, Inc.
Manage tasks, plan projects, collaborate in real
Manage projects with task lists, timelines, and Gantt charts. Assign tasks, set deadlines, and track progress. Collaborate with team members through comments and file sharing. Integrate with calendars and email. Generate reports and dashboards.
Service Management Group, Inc. SMG
Access customer feedback and data.
The smg360 reporting app offers clients real-time access to customer feedback and data. It helps improve brand experiences and drive customer loyalty.
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
SalonBiz, Inc.
Manage appointments, track clients, and grow
Manage appointments and client records by viewing schedules, adding new clients, and tracking product purchases and notes. Schedule consultations, set reminders, and access client history for personalized service.
Progress Software Corporation
Track projects and collaborate remotely
Manage projects with customizable task tracking and deadline management. Share content and discuss ideas in real-time. Access team activity streams for updates, file sharing, and collaboration. Monitor progress with detailed project overviews.
Tuesday Tech, Inc.
Scroll listings, share updates, connect clients
View MLS listings instantly with real-time updates. Scroll through personalized hot sheets to find properties. Share listings directly to social media or with clients via tap. Sync with realMLS and NorthstarMLS accounts for access.
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Ghost Pattern Software
Manage emails and calendar events
Access email, calendar, and contacts via a Novell GroupWise server. View and manage Frequent Contacts and GroupWise address book entries. Sync calendar events and send emails with advanced formatting options.
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