Manage insurance sales and track customer data
Manage insurance sales with real-time data tracking, product management, and customer reporting. Integrate e-wallets for payments and commissions. Streamline sales processes and monitor performance metrics.
Showing 1–20 of 1,000 ranked alternatives.
HubSpot
Manage customer data and track sales progress
Manage customer interactions with shared contact records, track sales pipelines, and analyze marketing performance. Create and send emails, schedule calls, and log activities. Sync data across Sales and Marketing tools for real-time insights.
Eventbrite
Track ticket sales and check in attendees
Track ticket sales in real-time to monitor event performance. Check-in attendees using fast ticket scanning from any device. Monitor live attendance for smooth event management. Manage orders with reissues, cancellations, and refunds.
ShopKeep.com
Access sales data and manage store locations
Track sales and manage multiple store locations with real-time data access. Monitor cash flow and register activity. Set and track sales targets per store and team member. Switch between locations easily.
Sales Rabbit, Inc.
Manage sales tasks and track progress
Manage sales activities with task tracking, contact management, and pipeline monitoring. Schedule appointments, log calls, and generate reports. Access real-time data and collaborate with team members through shared dashboards.
Automattic, Inc.
Add products and manage orders
Manage business operations with product management, order creation, and payment processing. View real-time sales and key metrics. Add and edit products directly from mobile devices. Create and process orders quickly.
MINDBODY Inc.
Manage clients, schedule, and sales on-the-go
Manage operations with real-time access to client data, schedules, and sales metrics. Adjust schedules, monitor appointments, and track performance. Shareable links allow clients to book appointments and promote services through social media.
Leap LLC
Automate sales and manage contracts
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
PayPal, Inc.
Send invoices, track sales, manage money
Create and send invoices with customizable templates. Track sales and account activity. Manage payments and transfers. View financial reports and set up recurring payments. Connect with accounts and monitor transactions.
Altametrics Inc
Track sales, labor, and insights for business
Track sales performance and labor requirements to inform business decisions. Monitor key metrics for insights. Adjust strategies based on real-time data. Generate reports to evaluate operational efficiency.
HalalaH Company
Send money, track payments, manage cash flow
Send and receive payments electronically. Track cash flow and sales data. Generate reports and set payment reminders. Integrate with accounting software for financial management.
Sales Rabbit, Inc.
Manage contacts, track deals, and sync data
Manage sales leads and plan routes for field work. Collaborate with team members in real-time. Track progress and generate reports. Sync data across devices. Access customer information and update records on the go.
Spireon, Inc.
Track assets, manage collateral, and monitor locations
Manage vehicle collateral with real-time tracking and data access. Monitor asset locations, receive alerts, and generate reports. Integrate with Spireon devices for seamless data synchronization and remote management.
BROKER CARE INSURANCE AND REINSURANCE BROKER
Compare and purchase insurance policies
Compare insurance policies across vehicle, health, travel, and medical malpractice categories. Input personal details to receive tailored quotes. Purchase policies directly through the . View policy terms and conditions.
Scentsy Inc.
Manage tasks, track sales, and organize
Manage customer interactions with task lists and communication tools. Track sales performance and team progress. Access resources for customer service and business management. Organize schedules and streamline administrative tasks.
Constant Contact Inc.
Manage contacts, track campaigns, drive sales
Manage contacts, track campaign performance, and monitor sales metrics on the go. Create and send email campaigns, schedule posts, and access analytics. Edit campaign details and adjust settings directly from the mobile interface.
Future Simple
Leads, manage deals, and track progress
Manage sales pipelines with deal tracking and opportunity management. Log calls and meetings with notes and attachments. Send pre-set email templates with read receipts. Monitor geolocation data and access real-time reports.
Aldelo Systems Inc.
Manage orders, track sales, and process payments
Allows users to input store menus by snapping photos. It enables order tracking, inventory management, and sales reporting. Features include table management, staff scheduling, and real-time analytics.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.