The app provides insurance professionals with client data and schedule management. It allows users to access client policy status and manage appointments, fostering client interaction and supporting sales.
by SOFTBI CORPORATION LIMITED★ 0.00 ratingsBusinessFreeData updated 2026-09-23
Manage customer assignments and tracking with detailed information storage and transfer. Monitor sales stages with progress percentages and form reports. Schedule and track business appointments with attendance lists.
Create and send invoices with customizable templates. Track payments and manage client lists. Attach photos to estimates. Set reminders for outstanding payments. View payment history and generate professional reports.
Manage appointments, clients, and sales with a centralized platform. Set and share availability, send automated reminders, and track client interactions. Create and customize booking pages to reflect your brand.
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.
Create and send professional invoices, estimates, and receipts instantly. Add client details, itemized lists, and payment terms. Accept online payments and track due dates. Export documents and share via email or messaging.
Manage appointments and client information with a calendar. Process payments and handle checkouts. Create and send marketing materials. Access inventory, generate reports, and manage packages and memberships.
Track and redeem points from 7-ELEVEN and partner stores. Check accumulated points and view promotions. Redeem coupons and products. Bind icash2.0 for payments. Use OPEN wallet or icash Pay for transactions.
The app provides HR recruitment tools for mobile devices. It allows users to find candidates, receive application notifications, and conduct video interviews to improve recruitment efficiency.
Create and send professional invoices and quotes. Track payments and expenses in a centralized dashboard. Set up recurring invoices and receive payments directly through the . Generate business receipts and manage client information.
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
Provide emotional counseling for relationship, marriage, career, and personal issues. Track birthdays and anniversaries with contact sync. Send gifts like cakes and flowers through partnered stores. Submit feedback via in- support or social media.
Manage appointments with real-time calendar access, edit availability, and schedule new bookings. Share direct links with clients and sync your calendar. Track client information, send secure payments, and generate automated receipts.
Schedule jobs and send invoices directly from the . Create and share quotes for client approval. Track payments and manage dispatching for teams. Integrate with accounting systems for streamlined billing.
Manage business leads by filtering tasks and locations to match with suitable customers. View and respond to quality leads from homeowners interested in your services. Track project progress and manage client communications directly from the .
Caregivers can clock in and out using GPS geofence, document activities like ADLs, record care notes and expenses, track travel and break times, view visit schedules, navigate to client locations, respond to visit requests, obtain digital