Best Aftersales Portal Apps

EXE Client Portal

Access valuation & documents

Free

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

Virtual Cabinet Portal

by GetBusy UK Limited

Free

This secure document exchange app allows registered users to review, sign, or reject documents from anywhere. It offers a legally compliant and audited way to manage documents on mobile devices, saving time and resources.

CRM by DealerSocket

by SOLERA HOLDINGS, INC

Free

Manage customer relationships and sales tasks on the go. This mobile CRM allows you to search and add customers, scan VINs, find inventory, and send follow-up messages, all from your smartphone.

Clio for Clients

Stay connected to your lawyer.

Free

Securely communicate with your legal counsel, share documents, and track case progress. Manage tasks, view invoices, and stay updated on your legal matters through a dedicated client portal. Requires your lawyer to be using Clio.

PandaDoc - Create & Send docs

Sign, fill & send PDFs or Docs

Free

Manage and sign documents on the go. Create, edit, send, and eSign contracts, proposals, and more directly from your mobile device. Stay updated with real-time alerts on document status and ensure secure, legally binding eSignatures.

BoldTrail BackOffice

Real Estate Back Office

Free

Manage real estate transactions from anywhere. Track your sales pipeline, complete tasks, send documents for e-signature, and generate emails. This intuitive app helps you stay organized and in control of your business.

Freshservice

by FRESHWORKS TECHNOLOGIES PRIVATE LIMITED

Free

This IT service management app provides IT agents with essential tools for managing incidents, assets, and user requests on the go. It offers features like push notifications, ticket management, and a service catalog for efficient help desk operations.

OpenText Service Management

by Open Text Corporation

Free

This mobile application provides access to enterprise service management functionalities. It allows end-users to search for services and knowledge, create requests, and manage approvals. Agents can view, filter, and update requests, incidents, and contact people.

ShareFile for Clients

by Progress Software Corporation

Free

Securely exchange files and sensitive documents with trusted professionals. This app allows for easy document signing, scanning, and responding to forms, keeping you connected and organized on the go. It ensures all interactions are private and professionally managed for seamless collaboration.

Clinked: Client portal, VDR

Client Portal and Teamwork app

Free

Securely manage client interactions and team projects in the cloud. Share files, collaborate on tasks, and communicate in real-time with internal and external stakeholders. Stay updated with notifications and an activity stream.

Stampli

Accounts Payable Automation

Free

Streamline your accounts payable process with AI-powered automation. Submit and approve purchase requests, invoices, and expenses on the go. Manage company cards and receive real-time notifications for efficient financial management.

Client Portal by Kitchen.co

For agencies and their clients

Free

Streamline agency-client collaboration with a unified platform for managing projects, tasks, messages, files, and invoices. Stay organized and connected with your team and clients from anywhere.

TRC Portal

View job details with TRC.

Free

Access project details, including plans, documents, and photos, directly from your iPhone. This app provides clients with convenient access to their project information.

PowerDMS - Policy Management

Policy, Training, Compliance

Free

This app provides a secure, cloud-based platform for organizations to manage, distribute, and track essential documents like policies, procedures, and training materials. It offers mobile access for team members to quickly retrieve documents and electronically sign them from anywhere with an internet connection.

Salesforce Field Service

by salesforce.com

Free

Empower your mobile workforce with a comprehensive field service management solution. Improve issue resolution with offline capabilities, real-time collaboration, and access to critical information. Streamline workflows, manage inventory, and capture proof of service on the go.