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Advisor CRM connecting client communication, meetings and policy context

Practice workflows and client requests priced by client count

Workout programming and client follow-up for personal trainers

Client requests, practice workflows and QuickBooks transaction follow-up

Bring client marketing data into scheduled reports and branded dashboards.

Real-estate CRM with transaction checklists and client updates

Sogolytics' survey tool with decision questions and conditional follow-ups

Lead cards with distinct qualification, pipeline and follow-up controls

Client-centred practice management for accounting and tax firms

Accounting-practice workflows with client document checks

Client booking with connected proposals, contracts, invoices, and workflows

Agent contacts and deal workflows connected with a daily planner

Track client document requests through checking, follow-up and final review

Photography client management with scheduled mail and event-based follow-up

Online trainer software with program delivery, groups and scheduled follow-up

Manage beauty and barber bookings, staff schedules, client follow-up, and payments from one business app.

Give agency clients a branded portal for requests, project status, time, and billing.

Track billable time, clients, projects, and invoices in a freelancer-focused app.

Plan client projects, assign tasks, and keep delivery and billing work connected.

Open-source XMPP messaging client for business chat and group rooms.

Client-based social calendars with separate creation and review access

Client workflows built from reusable action templates

Coordinate client SEO research, content work and traditional or AI search tracking in one workspace.

Deliver branded client dashboards and multi-page marketing reports.