Clidash
0+
Downloads
Teen
info
About this app
CliDash brings client management, meetings, and workflows together in one secure, intelligent platform. Designed for advisors and professional services teams, it helps you manage clients, automate tasks, and stay organized across every part of your business.
Highlights
- Smart client profiles with documents, notes, and custom fields
- Record and transcribe meetings with AI-generated summaries
- Chat assistant that understands your clients and tasks
- Task tracking, workflows, and automated reminders
- SharePoint and Outlook integrations for seamless productivity
- Secure, cloud-synced access on web and iPhone
Work smarter, deliver faster, and manage your business with confidence - all in one dashboard.
Highlights
- Smart client profiles with documents, notes, and custom fields
- Record and transcribe meetings with AI-generated summaries
- Chat assistant that understands your clients and tasks
- Task tracking, workflows, and automated reminders
- SharePoint and Outlook integrations for seamless productivity
- Secure, cloud-synced access on web and iPhone
Work smarter, deliver faster, and manage your business with confidence - all in one dashboard.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
- Smart client profiles with documents, notes, and custom fields
- Record and transcribe meetings with AI-generated summaries
- Chat assistant that understands your clients and tasks
- Task tracking, workflows, and automated reminders
- SharePoint and Outlook integrations for seamless productivity
- Secure, cloud-synced access on web and iPhone
Work smarter, deliver faster, and manage your business with confidence - all in one dashboard.
- Record and transcribe meetings with AI-generated summaries
- Chat assistant that understands your clients and tasks
- Task tracking, workflows, and automated reminders
- SharePoint and Outlook integrations for seamless productivity
- Secure, cloud-synced access on web and iPhone
Work smarter, deliver faster, and manage your business with confidence - all in one dashboard.
App support
phone
Phone number
+27628978100
About the developer
DJOL (PTY) LTD
hello@djol.co.za
23 KREUPELBOOM ST
CAPE TOWN
7530
South Africa
+27 62 897 8100