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 101–120 of 1,000 ranked alternatives.
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Centripetal Networks LLC
Secure remote with CleanINTERNET®
Manage network security with DNS filtering and overlay protection. Monitor and control internet remotely. Set up secure connections from any location. Receive real-time threat alerts and update security protocols instantly.
Hannon-Murphy Insurance Associates Inc
Access insurance info anytime
Access insurance documents and account details from any device. View policy information, submit claims, and manage contact details. Receive updates and communicate with the insurance provider through the client portal.
Hartland Insurance Agency, Inc.
Access insurance info anytime
Access insurance information from any device. View account details and policy documents. Manage client portal settings. Submit claims and track status. Contact support for assistance. Receive 24/7 service and updates.
Eagan US HoldCo, LLC
Access 3E Workspace on mobile.
The app provides mobile access to 3E Workspace time entry and productivity workflows. It offers unified access to firm tools like 3E Financial Management and 3E MatterSphere, consolidating business management information and functionality.
The Simplex Group Inc
Access info anytime
Access information from any device. View account details and policy documents. Set up a client portal account. Receive 24/7 support. Submit claims and track their status. Manage contact information and update preferences.
ILEX
Secure mobile access to company applications.
The app allows secure access to company applications from iPhones and iPads. It supports various authentication schemes like login/password, client certificates, and out-of-band methods for enhanced security.
Innovative Video Technology, Inc
View live and recorded video
Access live and recorded video from surveillance cameras. Receive real-time alerts and manage cloud storage. View camera feeds remotely and control device settings via mobile.
McCauley Bond Agency LLC
Access insurance info anytime
Access insurance information from any device. View account details and policy documents. Set up a client portal account. Submit requests and track status. Receive notifications for updates. Contact support for assistance.
Joshua Brown
Submit tickets with media, receive alerts, read
Manage business tasks by submitting support tickets with attached media. Receive notifications and access company articles. Contact support directly through the .
VIAFIRMA S.L.
Digital certificates for web applications.
The app allows users to utilize digital certificates on their device with web applications that support viafirma authentication and digital signing services. It supports multiple digital certificates and stylus use.
AWAD ALARYANI ADVOCATES & LEGAL CONSULTANTS
Connect with clients globally
Connect with clients globally to expand your legal practice. Set flexible work hours and work remotely. Protect client data with secure encryption and ethical compliance. Earn income through online legal consultations.
Linkync, inc.
Manage appointments and track clients
Manage appointments and client details with customizable schedules. Track service history and send reminders. Create marketing campaigns and manage bookings. Integrate with payment systems and generate reports.
Agentdesks Incorporated
Manage listings, track deals, and close transactions
Manage real estate transactions with document signing, contract tracking, and task automation. Schedule appointments, send property details, and monitor deal progress. Integrate AI assistant for guidance and streamline client communication.
Schauer Group, Incorporated
Access insurance info anytime
Access insurance information from any device. View account details and manage policy documents. Set up a client portal account to access services and communicate with the provider.
Cleaning Business Academy, LLC
Manage bookings, track tasks, and invoice clients
Create and send professional cleaning estimates based on house size and service frequency. Manage client schedules, track service history, and generate invoices. Set reminders for appointments and monitor business performance with detailed reports.
OneShop Inc
Track client data and send outreach emails
Track client communications and manage outreach efforts. Identify key clients for daily follow-ups. Access all data during outreach. Send personalized messages and update contact information. Monitor engagement metrics and schedule reminders.
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