Apps Like Client Assistant for iPhone and iPad
Client Assistant screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Insightly CRM
Insightly Inc
Manage customer data and projects remotely
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Avigilon Alta Open
OpenPath Security, Inc.
Unlock doors with your phone
Unlock doors connected to the Access Control system using a smartphone. Find nearby readers, unlock with a wave or tap, and manage access settings remotely.
MLS-Touch
Logiciel Prospect inc.
View listings, manage leads, track clients
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
Veeva CRM
Veeva Systems
Manage customer interactions and data securely
Manage customer relationships with role-based dashboards for sales and medical teams. Track interactions, schedule follow-ups, and access product information. Share documents and communicate securely with healthcare professionals.
Contractor Compliance
VelocityEHS Inc.
Track requirements remotely
Enables users to complete tasks via mobile. Upload files, take knowledge tests, fill out custom forms, and review documents. Acknowledge policies and receive a Facility Badge for expedited on-site access.
Business Card Scanner by Covve
Covve Visual Network Limited
Scan cards, read QR codes, save contacts
Scan cards, QR codes, and LinkedIn profiles to capture contact information instantly. Extract text and save data to contacts or notes. Share scanned info via email or messaging apps. Sync with cloud services for easy access and backup.
Bitrix24
Bitrix, Inc.
Manage leads and track deals
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Litmos
Litmos Limited
Access courses, track progress, and learn anytime
Access assigned e-learning courses and train anywhere, anytime. Restart and continue in-progress courses from desktop or laptop. Search and self-enroll in corporate library courses. Review and download achievement certificates.
Wealthbox
Starburst Labs, Inc.
Manage client data and track firm activities
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.
Adobe Learning Manager
Adobe Inc.
Take courses on mobile devices
Access courses and training materials on mobile devices. Login to the LMS and complete training modules. Resume courses on desktop or web. Receive push notifications and announcements for updates and reminders.
Real Geeks
REAL GEEKS LLC
Connect with agents and track leads
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Zidy
Zidy INC
Manage conversations, bookings, and payments in one
Manage customer interactions with real-time messaging, bookings, and reviews. Handle payments and marketing automations within a unified dashboard. Schedule appointments and sync team communications across channels, including SMS and social media.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.