Showing 41–60 of 1,000 ranked alternatives.
Joan Smith Enterprises Inc
View project updates and track progress
Access project updates with real-time photos and work dates. View upcoming tasks and schedules. Communicate through integrated tools. Track payments, balances, and document contracts. Review construction plans and change orders.
Copper CRM, Inc.
Manage leads, track deals, and deliver projects
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
UtilizeCore, Inc
Manage clients, track workflows, and streamline operations
Manage client projects with real-time updates and task tracking. Automate internal processes to reduce manual work. Coordinate vendor activities through centralized communication and task assignment.
Canopy Tax, Inc.
Stay in touch with clients and manage
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Rabbitsoft Ltd.
Notify about content updates and messages
Manage files by viewing, downloading, commenting, searching, organizing, and uploading. Collaborate in real-time with teams and clients. Receive notifications for updates and mentions.
CATALYST FINANCIAL PARTNERS LLC
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.