Showing 101–120 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.
Applied Systems Inc.
Instant client data for producers.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
FTNL
Client info and manage quotes
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
Prabhjot Singh Grewal
Manage branches, contacts, and team members
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
JZ Mobile LLC
Manage clients, create invoices, track accounts.
The app manages client appointments and creates invoices. It tracks accounts and provides financial information including inventory control and profit and loss data.
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.
J3 Software, LLC
Salon professionals manage client appointments easily.
The app helps salon professionals manage client information, appointments, and service histories. It allows searching client data and sending communications to specific client groups.
Helport AI, Inc
Capture calls, build profiles, send follow-ups
Record and transcribe calls in real time or upload recordings for later. Generate summaries and send CRM-ready follow-ups automatically. Build client profiles with conversation details. Track follow-up actions and reminders.
JZ Mobile LLC
Client focused schedule and financial tracking.
The app tracks clients and their visits by maintaining a client-focused schedule. It provides daily, weekly, and monthly appointment views, financial results, and inventory control.
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