Manage clients and schedules effectively.
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.
Showing 181–200 of 1,000 ranked alternatives.
Sign In Solutions LLC
In clients with custom forms
Capture client information including name, email, phone number, signature, and optional photo. Add custom fields. in and out clients efficiently. Sync data across devices. Export records in various formats.
Mangomint, Inc.
Book appointments and manage bookings
Book appointments and manage schedules with calendar integration. Track client history and send reminders. Set service rates and generate invoices. Monitor business performance with analytics.
J3 Software, LLC
Salon professionals manage client appointments easily.
The app helps salon professionals manage client information, appointments, and service histories. It allows searching client data and sending communications to specific client groups.
Deltek, Inc.
Access pursuits, contacts, and activities on
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
MJI Incorporated
Access insurance info anytime
Access insurance information from any device. View account details and policy documents. Set up a client portal account. Send and receive messages. Request service updates and manage account settings remotely.
Ori Meir
Send invoices, track payments, manage bills
Create and send professional invoices with customizable templates. Track payments and set reminders. Export invoices and receipts. Maintain a client database and view payment history.
Paul Keen
Enter time
Create and sign PDF time sheets with billable hours. Select date and client, enter hours, sign document, and send for approval. Includes counter sign option and email functionality.
Xp Investimentos Corretora Cambio Titulos Valores Mobiliarios SA
Track client portfolios and analyze investments
Track client portfolios and view consolidated positions with customer data and account balances. Send purchase and redemption orders securely. Receive notifications for account updates and market changes.
Nestor Koylyak
Schedule appointments and manage client interactions
Schedule appointments and manage client interactions with a user-friendly interface. Set payment options for full or partial charges. Create and send customizable policies. Track appointments, send reminders, and receive payments online.
Awescode GmbH
Book appointments and manage schedules
Schedule appointments online with customizable booking widgets. Manage calendars, send reminders, and track client history. Integrate with business tools for marketing and operations. Handle payments and generate reports.
ilker beri
Create invoices, estimates, and receipts
Create professional invoices, estimates, receipts, and quotes with customizable templates. Add client details, itemized lists, and payment terms. nd send documents directly. Track payments and organize billing records.
Manulife (International) Limited
Manage policies and accounts securely
View insurance and health policy details, check MPF and investment fund holdings. Submit and track claims, manage policy changes like direct debit setup. Access account information and update personal details securely.
Lisa Browne
Register clients and list properties
Manage client registrations and track co-op commissions. Share home design concepts with buyers. Showcase life in The community. Maintain buyer-agency relationships. Provide detailed property information and community features.
SEMIOSBIO TECHNOLOGIES INC.
Track field boundaries and submit jobs
Update field boundaries using location tracking. View, complete, and submit jobs. Access client details, lab submissions, and precision layers within the . Sync with account for data management.
PaintForce, LLC
Create estimates and invoices
Manage customer interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
Shenzhen Manager Plus Software & Technology Services Co., Ltd.
Manage projects, clients, and inventory smartly
Manage projects, track client interactions, and handle inventory with built-in tools. Monitor employee performance and set goals. Automate workflows and streamline communication within the team.
SalesPath LLC
Create sales quotes and track clients
Create sales quotes and track client interactions. Manage sales pipelines and set reminders. Upload custom logos and use professional templates. Access Insights for data and analytics. Generate invoices and track payments.
Ogo Sense, LLC
Review schedule and update tasks
Technicians can view scheduled jobs, mark jobs as started or completed, and send client notifications. They can also sync job data with the web application. Companies must have an active account to use the .
Efnoty Tech LLC
Manage appointments, track clients, and process payments
Manage salon appointments, track inventory, and generate reports. Process payments and send invoices. Monitor staff schedules and client history. Integrate with accounting software and calendar apps.
Vladimir Pronin
Create invoices and send them instantly
Create and send invoices and estimates directly from your iPhone or iPad. Track payments, set due dates, and manage client information. Export invoices in PDF format and send via email.
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