Showing 141–160 of 1,000 ranked alternatives.
JZ Mobile LLC
Client focused schedule for stylists.
The app tracks clients and their visits with a client-focused schedule. It provides daily, weekly, and monthly appointment views, contact management, and financial tracking.
OmniClient Inc.
Record meetings, generate notes, sync data
Captures meeting transcriptions and generates AI summaries. Extracts tasks and organizes notes. Syncs data with CRMs. Creates agendas and maintains compliance records.
J3 Software, LLC
Track clients, appointments, and histories
Track client information, appointments, and service histories. Send mass messages to clients based on visit frequency. Search and query client details. Set default 15-minute appointment intervals. Manage communication and scheduling efficiently.
Soffront Software, Inc
Manage accounts and contacts on the go.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Coalesce Software
Manage sales, track clients, close deals.
The app transforms an iPad into a mobile sales office. It manages appointments, tracks interactions, creates proposals, and automatically fills PDF paperwork.
HaystackCRM LLC
Manage leads, track deals, and update statuses
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
BLAZON LLC
Manage horses, schedule rides, assign tasks
Manage horses, schedule client rides, and assign tasks to staff. Track competitions, manage client communications, and view a digital barn board on any TV. Access the from phone, tablet, or web.
TAAX APP LLC.
Find certified financial professionals
Find certified financial professionals like tax preparers, accountants, and mortgage brokers. Search by location or expertise. Verify credentials and contact providers directly. Schedule appointments and track service history.
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