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 61–80 of 1,000 ranked alternatives.
Greyspace Financial LLC
View reports, load receipts, schedule meetings
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
I.P.C. SYSTEMS, INC.
VoIP Intercom System for Broadcast Applications
The app provides a VoIP Intercom System for broadcast and mission critical applications. It intelligently trunks with the ADAM Matrix Intercom System and operates on a client/server architecture.
Palo Alto Networks
Connect to secure gateways
Connect to a gateway for secure enterprise access. Automatically selects the gateway based on location. Enables safe remote work without manual configuration. Supports secure browsing and data access. Integrates with Palo Alto Networks firewalls.
Intapp, Inc
Access deals, track tasks, manage risks
Access task data and dashboards for real-time insights. View and manage client requests with workflow tracking. nd share template reports. Securely log in and navigate solutions on mobile devices.
Doyle Ogden Inc
Access info anytime
Access documents and account details from any device. View policy information, claim status, and contact support. Set up a client portal account or request assistance for service options.
bfac, LLC
Manage accounts and track communications
Manage business communications with a personalized client experience. Access account management tools, training resources, and monthly marketing support. Connect with account managers and utilize advanced technology for business operations.
IdPlizz Inc.
Verify identity with secure NFTs
Verify digital identity using blockchain-based authentication. Confirm identity with 12+ biometric checks. Share verified credentials without exposing personal data. Enable secure access to services and accounts.
Don Ramatici Insurance, Inc.
Access info anytime
Access documents and account information from any device. View policy details, contact support, and manage account settings. Set up a client portal account to access services anytime.
Rapidfunnel, Inc.
Manage contacts, schedule meetings, and share files
Manage business communications by sending audio, video, and PDF files directly to contacts. Share content via email, text, or social media. Track interactions and organize client information within the .
925 Partners, LLC
Access insurance info anytime
Access insurance information from any device. View account details and manage policy data. Set up a client portal account to retrieve and update account information. Submit service requests and track their status remotely.
Applied Systems Inc.
Instant client data for producers.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Pax8 Inc
Track metrics, manage tasks, access data
Track real-time business metrics and manage subscriptions. View client data and address needs remotely. Access tools to streamline operations and boost efficiency. Receive updates on new features and business performance.
Syntec Business Systems, Inc.
Salon and spa business management tool.
The app connects to Insight data for salon and spa businesses. Users can view schedules, book client appointments, and access company contact information remotely from an iOS device.
Kaseya International
Check in on tasks and manage clients
Manage service calls, tickets, tasks, and appointments in real-time. Access a full dashboard for business oversight. Log time directly from mobile devices. View to-dos and schedule appointments on the go.
SF Insurance Group LLC
Access info anytime
Access account information anytime from any device. View policy details, claim status, and contact support. Set up a client portal account or request assistance to manage account settings and service options.
RELIABLE AGENCY INC
Access insurance info anytime, anywhere
Access insurance account information anytime from any device. View policy details, contact support, and manage account settings through a secure client portal. Submit claims and track their status directly within the .
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.