Get quotes, manage accounts, and work anywhere
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Showing 21–40 of 1,000 ranked alternatives.
NCB Capital Co
Trade securities with real-time quotes
Trade securities with real-time market quotes and fast-loading intraday and historical charts. Create custom and smart watch lists to track favorite stocks. Analyze market trends using watch-list charts with volume and percentage change data.
FTNL
Client info and manage quotes
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
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.
Diversified Insurance Industries, Inc.
View policy details anytime
Access policy details and coverages anytime. View Auto ID Cards instantly. Request policy changes and report claims. Make payments due DII. Review documents and certificates of insurance. Set up a client portal account for self-service access.
Buildertrend Solutions, Inc.
Manage projects, track progress, and streamline communication
Manage construction projects with task tracking, scheduling, and document sharing. Monitor budgets and timelines. Communicate with clients and teams through messaging and file storage. Generate reports and invoices.
IDC Global,INC
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Contractor Plus, Inc.
Manage jobs, track time, and invoice clients
Create and send itemized estimates with photos for each task. Track job progress and update clients in real time. Manage multiple projects with customizable templates. Generate professional invoices and track payments.
FIELDVIBE S.R.L.
Schedule jobs, manage tasks, track time
Schedule jobs using mobile or web access. Send text reminders to reduce no-shows. Store client history securely in the cloud. Manage appointments and track progress for solo professionals and small teams.
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.
Hub24 Pty Ltd
Access accounts, transact, download reports
Access account balances and portfolio details. View transaction history and performance metrics. Download statements and reports. Receive notifications and manage contact information. Perform transactions and track fund movements.
BoomTown, LLC
Convert leads, manage deals, stay connected
Manage real estate leads with instant communication and task tracking. Respond to inquiries, schedule appointments, and monitor key events in real time. Log activities, set reminders, and access client information on the go.
Dubsado, LLC
Build invoices and send payments
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
United National Life Insurance Company of America
Quote insurance policies and access educational videos
Quote and apply for United National Life Insurance policies. Access marketing materials and educational videos. View policy details and submit applications directly.
IDC Global,INC
Stay connected with clients on the go
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
Zocks Communications, Inc.
Prepare meetings, document sessions, follow up
Manage client meetings with AI-driven tools. Prepare meeting notes, generate documentation, and track follow-ups. Schedule reminders and organize client data. Sync with calendar and email for seamless integration.
PocketSuite, Inc.
Book appointments, manage , sign contracts, track
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Eroldawn Pty Ltd
Manage jobs, track staff, and schedule tasks
Manage jobs with digital job cards, track staff locations, and send client emails and texts. Create quotes, log job notes and photos, and handle online bookings. Schedule tasks and manage assets through the .
Keep It Cut
Book appointments and track your stylist
Manage appointments by finding stylist availability, scheduling, changing, canceling, or viewing future appointments. Access client visit history, purchase history, and edit personal details like name and phone number.
Enovate Consulting, Inc
Track products, analyze sales, manage inventory
Manage and monitor products through a client portal. Track inventory, analyze sales data, and view product performance metrics. Set up alerts for stock levels and generate reports for marketing purposes.
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.
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