Clidash
AI Dashboard for Advisors
Free · Designed for iPad
Stay on top of your clients and business with real-time insights, meeting summaries, and AI-powered analytics - all in one smart CRM dashboard.
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.
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
The developer, Arnold Hattingh, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Arnold Hattingh
- Size
- 76.7 MB
- Category
- Business
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPad
Requires iPadOS 12.0 or later. - iPod touch
Requires iOS 12.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © 2025 @ Clidash (Pty.) Ltd.