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 361–380 of 1,000 ranked alternatives.
CCMSI
CANNON COCHRAN MANAGEMENT SERVICES INC
Client portal access for claims data.
The app provides CCMSI clients access to their data for claims and claimant information. It offers summary and detailed information on both open and closed claims.
Rosemark
SHOSHANA TECHNOLOGIES INC
Track shifts, manage tasks, and view calendar
Manage caregiving tasks with a color-coded calendar for viewing shifts and client details. Track client tasks, respond to shift offers, and clock in/out with EVV compliance. Access offline mode for areas with poor connectivity.
Swivl
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.
Questri
BLAZON LLC
Manage horses, schedule rides, assign tasks
Manage horses, schedule client rides, and assign tasks to staff. Track competitions, manage client communications, and view a digital barn board on any TV. Access the from phone, tablet, or web.
AwayMail
Casbu LLC
Set away mode and manage emails
Manage email with away mode to control which messages are received. Set custom rules for email filtering. View and reply to emails directly within the . Sync across devices and organize messages into folders.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.