Share product recommendations via text and email
Send personalized product recommendations to clients via text or email. Curate selections based on client preferences. Directly link to an online store for purchases. Track client interactions and sales commissions.
Showing 161–180 of 1,000 ranked alternatives.
IDC Global,INC
Stay connected with clients on the go
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
SEBASTIEN CLEMENT
Manage patients and client contacts easily.
The app manages patients or clients for medical professionals. It stores contact information, tracks outstanding balances, and allows for case notes with images.
Yext Inc
Connect, share, and manage messages securely
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Timely Limited
Send and track responses
Create and send online for client intake, consent, waivers, and treatment records. Edit or use pre-made templates. Collect and store responses digitally. nd share after care instructions and feedback .
BuildBook Inc.
Track projects, schedule tasks, and manage budgets
Manage residential construction projects with unlimited project tracking. Use Gantt charts for scheduling, collaborate via team and client chat, and manage budgets and change orders.
mello Home Services, LLC
Manage referrals and client relationships
Access and track active client information. Manage referrals and client relationships. Email or call clients directly. Update and share referral details. View referral status and activity logs.
ZOCAAI TECHNOLOGIES PRIVATE LIMITED
Book clients, manage bookings,
Schedule and manage client bookings through targeted neighborhood campaigns. Automate marketing tasks with AI-driven strategies. Receive guaranteed bookings without requiring user input or training.
Bank of America
Access global research products anywhere, anytime.
The app provides BofA Securities clients with access to proprietary global research products. It is intended for institutional clients who have a BofA Mercury™ Portal ID.
JZ Mobile LLC
Track appointments, create , manage contacts
Manage client appointments and contact information. Create, email, and print . Track accounts and visualize invoice details as they are entered. Sync with client data for efficient scheduling and billing.
Financial Markets Inc
Get instant life insurance quotes
Licensed insurance professionals can compare term life and guaranteed universal life quotes from top-rated carriers in 49 states. Use the built-in needs analysis tool to determine appropriate coverage. Contact clients through the 's contact section.
Syzygy AI LLC
Book cleanings, track progress, get recommendations
Manage cleaning bookings and communicate directly with trusted professionals. Filter services by budget, availability, and reviews. View recommendations and adjust schedules from anywhere.
Brilliant Business Agency LLC
Book appointments, collect deposits, avoid no-shows, manage
Manage client appointments with 24/7 and deposit collection. Avoid no-shows with automated reminders. Track payments and manage bookings from phone or desktop. Integrate with natural hair care services like locs, retwists, and protective styles.
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