Capture contacts, view data, manage activities
Capture and view contact data and activities for client service and business development. Utilize secure authentication methods to protect client information. Integrate with cloud applications for consistent access to data and features.
Showing 1–20 of 1,000 ranked alternatives.
Deltek, Inc.
Access pursuits, contacts, and activities on
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
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.
Versa Networks, INC
Connect securely to corporate resources
Access corporate network and cloud resources securely from any location. Auto provision through registration and discover optimal gateway connections.
Accops Systems Private Limited
Approve authentication with push notifications
Enable two-factor authentication using mobile tokens. Assign OTPs to users and receive push notifications for approval. Integrate with RADIUS/TACACS-enabled devices and existing directory servers without duplicating user accounts.
Veam Studios Ltd
Tasks and manage reports on the go
Record issues with titles, assignees, and notes. Capture photos or videos of problems. Generate custom reports and share findings directly. Track progress and manage tasks across projects. Sync data in real time across devices.
Canopy Tax, Inc.
Stay in touch with clients and manage
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
ProVest LLC
Capture GPS, photos, and service details
Capture GPS coordinates and take photos during service activities. Record service and non-service details based on county, state, and client rules. Submit data for review and tracking.
GROOMEER LLC
Drive and schedule pet grooming appointments
Manage client appointments and schedules. Send text reminders. Log service records with photos. Access a service catalog. ccounting reports. Automatically backup data. Sync information across devices.
Jason Pharmaceuticals Inc.
Schedule appointments and manage tasks
Track business performance with real-time data on revenue, client engagement, and activity. Manage and client profiles, contact details, and communication. Schedule and send messages. Export reports and analytics.
Redtail Technology, Inc.
Access contacts, track calendar, manage CRM
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Elevance Health, Inc
Track applications and view commissions
Manage business operations with real-time tracking of client applications and commission summaries. Access a centralized dashboard for overview and performance insights. Stay updated with curated news and monitor commission earnings directly.
JSC TBC Bank
Manage tasks, schedule meetings, share files
Approve multiple orders using a single digipass code. Switch between accounts within the . Manage user permissions and access levels. View transaction history and audit logs. Receive real-time notifications for order updates.
Palo Alto Networks
Connect to enterprise security gateway
Connects to a Palo Alto Networks gateway for enterprise security. Supports Always-On, Remote Access, and Per VPN modes. Automatically selects the gateway based on location. Enables secure remote access and traffic routing.
Keller Williams Realty, Inc. Mobile
Manage leads, close deals, and build client
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
PCLaw Time Matters, LLC
Track hours, manage calendar, access contacts
Track billable hours by recording activities from an iOS device. Pre-fill client and matter details to speed up data entry. Use a timer to measure spent on tasks. View activity history and access calendar and contact information in real-.
Care Connect, LLC
Request shifts, view schedule, set unavailability
Receive shifts matching your schedule and client preferences. Request desired shifts, view your schedule, set unavailability, and get driving directions. Manage client and shift preferences. Securely chat with your agency contact.
Sangoma Technologies Inc.
Manage calls, messages, and files securely
Manage communications and collaboration tasks through a unified interface. Access UCaaS, VMaaS, and CPaaS services. Schedule meetings, send messages, and share files. Integrate with cloud-based tools for team workflows.
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