Showing 141–160 of 1,000 ranked alternatives.
Tareq Salah
Manage client requests and track expenses
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
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.
Capgemini SA
Explore portfolio offers and insights
View portfolio offerings grouped into Group Priorities, Offers by Organisation, Strategic Industries, and Partners. Access client use cases in the Gallery section. Explore CXO-related content and resources.
Zocks Communications, Inc.
Prepare meetings, document sessions, follow up
Manage client meetings with AI-driven tools. Prepare meeting notes, generate documentation, and track follow-ups. Schedule reminders and organize client data. Sync with calendar and email for seamless integration.
Refrens Internet Private Limited
Generate invoices and track payments
Create and send invoices, quotations, and bills instantly without setup. Generate e-invoices and e-way bills. Set automated payment reminders. Share documents via WhatsApp or email. Track overdue invoices. Use multi-currency templates.
Nav Consulting Inc
Access reports, track portfolios, log inquiries
Access accounting reports, risk analytics, and portfolio data securely. Generate reports, monitor fund activities, and log inquiries or support requests. Sync with desktop features for consistent data access across devices.
ALEX GRAY
Create invoices and track payments
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.