Clidash

DJOL

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.

What’s new

What's New in CliDash

New Features

You can now run full email campaigns with groups and reusable email templates.
Generate client documents automatically with AI.
Save detailed product information for your clients.
View Commspace revenue segmentation and pull through Commspace reports.