Apps Like Client Note Tracker - Easy CRM for iPhone and iPad
Track clients and look up details quickly
Track interactions and manage details with a searchable list. Add information including email, phone number, and custom fields. Record notes via typing or dictation. Attach photos to entries for reference.
Client Note Tracker - Easy CRM screenshots
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
Event Spark - Your Event App
CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION, DALLAS-FORT WORTH CHAPTER
Rodeo Realty CRM
IDC Global,INC
Manage client interactions and track open house
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Client Progress Tracker EZbook
Saachi Saraf
Track sessions and manage payments
Track sessions with quick session logging and real-time updates. Manage payments and invoicing directly within the . Collaborate with team members to share data and schedules. Export session reports and track over time.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
PassportWM
Passport Wealth Management LLC
View account info and contact support
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.
How we rank alternatives
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