Showing 141–160 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.
Higher Tech Realty, Inc
Capture home details and visuals
Manage appointments with a centralized calendar, set reminders, and track client interactions. Contact clients directly through the . Capture and store home details and visuals. Sync with real estate listings and manage offers in one place.
J HILBURN, LLC
Manage clients, process orders, shop with clients
Manage client appointments and track order statuses. Create and share style boards with product details and inventory updates. Personalize client experiences by selecting and recommending items from the product catalog.
Boston Billing Solutions, LLC
Track and expenses securely
Track and expenses with entry creation and editing. Attach receipts to expenses. Generate invoices and manage . Sync with the and service for law firms.
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
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