Save contact information by entering a phone number and email. Clients can call or email by clicking buttons. Contact details are displayed on the client's home screen for quick access.
by Promatic Office Software Technologies Ltd.★ 5.04 ratingsBusinessFreeData updated 2026-09-06
Create invoices by entering details, selecting a client, adding an amount, and sending. Share invoices via email or messaging apps. Track statuses including paid, pending, and overdue. Set reminders for unpaid invoices.
Create and send accurate quotes and invoices to clients quickly. Manage team data and schedule shifts with real-time updates. Track locations and times for scheduling adjustments. Confirm workforce availability and access detailed call information.
Search for homes by location or address. View property details such as price, photos, description, taxes, and estimated mortgage. Access maps and additional features. Filter and save listings for later review.
Perform inspections by collecting data, taking photos, and noting discrepancies. nd send reports directly to clients. Syncs with a web and requires a user account for access.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
View account balances and transaction history in real time. Log in with fingerprint or facial recognition. Deposit checks via phone camera. Send money using phone number or email. Track spending, link accounts, set budgets, and monitor goals.
Identify risk levels of unknown phone numbers. true names and locations. Block or report suspicious numbers. Receive real-time updates on number safety. Protect against fraudulent calls.
Book clients and manage appointments through a synced Google calendar. Collect online payments, send contracts and questionnaires, and track projects. Email clients and access all features from a mobile device.
Manage appointments and client records by viewing schedules, adding new clients, and tracking product purchases and notes. Schedule consultations, set reminders, and access client history for personalized service.
Handle incoming calls by answering, redirecting, or declining. Use AI to transcribe conversations and generate summaries. Schedule follow-ups, set reminders, and manage call logs. Integrate with calendar for meeting scheduling.
Track interactions and manage details with a searchable list. Add information including email, phone number, and custom fields. Record notes via typing or dictation. Attach photos to entries for reference.
Access your insurance account anytime to view, download, and email liability slips. Report claims, manage vehicles and drivers, and contact client service via phone or email. Submit change of address, phone, or email updates through the .
Color and client details. Import existing and organize them by client. Track appointment schedules and note client preferences. Share with colleagues and access them across devices. Sync client history and color notes for consistent service.