About Clidash
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.
Clidash details
Clidash is a free Business app for Android with 10+ installs on Google Play. It was released on March 8, 2026 and last updated on September 15, 2026. It's developed by DJOL. It requires Android 7.0 or later.
- Category
- Business
- Installs
- 10+
- Price
- Free
- In-app purchases
- No
- Ads
- No ads
- Current version
- 1.21.0#x-release-please-version
- Requires Android
- 7.0
- Content rating
- Teen
- Released
- March 8, 2026
- Last updated
- September 15, 2026
- Developer
- DJOL
What’s new in Clidash
This update improves how you manage clients, tasks and workflows. - Redesigned workflows, now with checklists, task timing and outcomes - Generate and download documents and reports for a client - Improved data health screen to help you find and resolve duplicate records - Trusts can now be added as clients - Group clients by family members - General performance and stability improvements
Version 1.21.0#x-release-please-version · Updated September 15, 2026
Alternatives to Clidash
Looking for apps like Clidash? Here are 6 similar Android apps on Google Play. All of them are free to download.
Z47
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Ditinus HRM
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Quality Solar
Refer a friend or family member to Quality Solar and get rewards for it.
| App | Rating | Price | Installs | Last updated |
|---|---|---|---|---|
| Clidash | – | Free | 10+ | Sep 15, 2026 |
| Z47 | – | Free | 1+ | May 20, 2026 |
| Carlos Alberto MMA | – | Free | 10+ | – |
| 3S iFACTORY | – | Free | 1+ | Aug 13, 2026 |
| IM&M Toolbox | – | Free | 1+ | Jun 30, 2026 |
| Ditinus HRM | – | Free | 100+ | Sep 10, 2026 |
| Quality Solar | – | Free | 10+ | May 31, 2026 |
