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 481–500 of 1,000 ranked alternatives.
ARTERNAL for iPad
ARTERNAL
Send emails and track engagement
Send personalized emails to clients with preview pages and bulk sending capabilities. Create targeted lists based on interests and location. Track email and text engagement metrics like opens and clicks.
IRIS Tax
Trackland LLC
Manage tax documents securely and organize them
Manage tax documents securely by uploading, organizing, and accessing files. Create folders, track requests, and review submissions. Access articles, blog posts, and videos for tax guidance.
MobilePartner
A PLAINSCAPITAL PRIMELENDING COMPANY
Connect agents, builders, and loan officers.
The app allows real estate agents and builders to connect with PrimeLending Loan Officers. Users can track client loan progress, receive milestone notifications, and request prequalification letters.
Pivo Connect
Three I Inc
Book appointments and manage payments
Manage client schedules and payments with a centralized dashboard. Create and track bookings based on availability. Use AI to handle calls and schedule follow-ups. nd process secure invoices. Monitor service reputation and client interactions.
BR Events
Broadridge Financial Solutions, Inc.
Navigate and access meetings
Access event agendas, locate sessions, view speaker information, download presentations, take notes, and schedule daily activities. Find meeting locations and manage personal event timelines.
EzeIQ
EZERX HEALTH TECH PRIVATE LIMITED
Track sales reps' locations and schedules
Sales leaders track field reps' locations, schedules, and client meeting notes. Sales reps receive daily schedules, meeting check-ins, and manager communication. Managers view meeting durations and discussion topics to monitor activities.
Watkins Insurance Group
Lewis-Watkins-Farmer Agency, Inc.
Stay informed and connect with us
Check policy statuses and manage claims. Request and save ID cards to your device. View coverage details and contact support directly. Submit documents for review and track submission progress.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.