Manage clients and schedules effectively.
The app provides insurance professionals with client data and schedule management. It allows users to access client policy status and manage appointments, fostering client interaction and supporting sales.
Showing 381–400 of 1,000 ranked alternatives.
Highline Residential LLC
Manage leads and track deals
Manage leads and client interactions with contact information, notes, and task tracking. Schedule appointments and send messages. Sync with CRM for real-time updates and reporting.
David Gibson
Manage clients and coaching sessions easily.
The app provides a central location for coaches to manage client information, session notes, appointments, and billing. It allows users to track goals, actions, and successes, and includes a resource section with coaching questions.
TRIPLE IT LTD
Create invoices and send payments
Create and send invoices, generate estimates, and track payments. Add client details, set due dates, and apply discounts. Export invoices in PDF format and share via email or messaging. Set recurring payment reminders and view transaction history.
Myezcare LLC
Manage care schedules and client records
Manage client schedules, assign caregivers, and track service hours. Generate reports and invoices. Communicate with clients and staff through messaging. Monitor care quality with feedback tools. Integrate with calendar and email systems.
I.P.C. SYSTEMS, INC.
VoIP Intercom System for Professional Applications
The app provides a client for a VoIP intercom system. It operates using a client/server architecture and requires the VCOM Virtual Matrix server application.
Omega Lab Inc
Create invoices, send payments, track expenses
Create and send invoices using customizable templates. Track payments and manage client information. Attach images to estimates. Set up recurring invoices. Export invoices in multiple formats. Sync with accounting software. Receive payment reminders.
INVOICENOW S.R.L.S
Send invoices and estimates directly
Create professional invoices and estimates with customizable templates. Add client details, itemized lists, and payment terms. Send invoices or estimates directly via email or messaging. Track payments and set reminders for overdue amounts.
Distribution Management Systems, Inc.
Sell products directly from your phone
Create proposals directly from a phone. Add text, images, and pricing. Save and share documents via email or messaging apps. Track client contacts and project details. Integrate with calendar for scheduling meetings.
MINDBODY Inc.
Connect with peers and industry experts
Connect with other business owners and managers using . Access certified consultants and industry professionals for advice.
Thomas, Harrison & Associates Insurance Agency, Inc.
Access insurance info anytime
Access insurance information from any device. View account details and documents. Set up a client portal account. Manage policy information and communicate with the insurer. Receive updates and notifications about account changes.
Rocket Referrals LLC
Manage messages and notifications on your iPhone
Manage through on iPhone. Start new messages, reply to existing ones, and receive notifications for new replies. View message history and organize by client.
Law Ruler Software LLC
Access client info and manage cases
Access client information, manage case details, and track communication. Log notes, set reminders, and share files securely. Sync data across devices and collaborate with team members in real time.
J3 Software, LLC
Track clients, appointments, and histories
Track client information with a separate address book, separate from device contacts. View and save appointments, history, photos, notes, birthdays, anniversaries, gender, and custom notes. Search comments on each client.
JZ Mobile LLC
Manage time and business appointments easily.
The app manages user time and business by maintaining a client-focused schedule of appointments. It tracks clients, their visits, and provides daily, weekly, and monthly appointment views.
Logiciel Prospect inc.
MLS access for real estate agents.
The app provides real estate agents with mobile access to their MLS. It allows agents to search properties, view listing details, and manage client interactions from any location.
Everleagues Inc.
Collaborate, manage, and streamline workflows
Manage tasks and projects with shared calendars and real-time updates. Assign and track work across teams. Share documents and communicate securely. Access client information and collaborate on proposals. Set reminders and monitor progress.
Akhila Errabelly
Create invoices and estimates quickly
Create professional invoices and estimates with customizable templates. Add client details, set payment terms, and generate receipts. Track expenses, manage inventory, and monitor customer information within the .
HODC LLC
Manage listings, track leads, and communicate efficiently
Manage leads with AI-driven tracking and nurturing tools. Access training materials and exclusive resources. Stay updated with news and events through centralized communication. Track business performance and manage client interactions within the .
Clockwork ESE, Inc
Hire executives with precision
Manage client and team data with centralized tracking and organization. Streamline candidate screening and job matching processes. Generate reports and track performance metrics.
Work Order Management, LLC
Schedule jobs, send invoices, manage clients
Manage client relationships and track jobs with CRM tools. Create and send professional quotes and estimates. Schedule and dispatch jobs in real time. Invoicing and payment processing available.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.