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.
by LexisNexis★ 5.02 ratingsBusinessFreeData updated 2026-09-06
Caregivers can clock in and out using GPS geofence, document activities like ADLs, record care notes and expenses, track travel and break times, view visit schedules, navigate to client locations, respond to visit requests, obtain digital
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.
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.
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.
The app provides cloud-hosted access to client and caregiver data. Office staff can manage appointments, schedules, and events, and find replacement caregivers using Caregiver Suggestion.
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.
Connect to corporate SSL VPN gateway securely. business applications and network resources remotely. Manage device settings through MDM solutions. Control endpoint configurations for administrators.
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.
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.
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.
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.
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.
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.
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.
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.