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 241–260 of 1,000 ranked alternatives.
Cleaning Business Academy, LLC
Manage bookings, track tasks, and invoice clients
Create and send professional cleaning estimates based on house size and service frequency. Manage client schedules, track service history, and generate invoices. Set reminders for appointments and monitor business performance with detailed reports.
Deepthy R
Send invoices instantly and free
Create and send invoices quickly with customizable templates. Add client details, itemized lists, and payment terms. Share invoices via email or link. Track payments and view transaction history. No registration or subscription required.
Roman Klymentiev
Get quotes and apply online
Get quotes from licensed agents. Compare rates and apply for coverage. Set reminders for policy renewal. Access market news and check for updated quotes.
Aymen Talahmeh
Record debts, track payments, manage accounts
Record and track client debts and payments with real-time updates. Send automated WhatsApp messages with or payment details. View and manage accounts through a simple, intuitive interface.
Brilliant Business Agency LLC
Book appointments, collect deposits, avoid no-shows, manage
Manage client appointments with 24/7 and deposit collection. Avoid no-shows with automated reminders. Track payments and manage bookings from phone or desktop. Integrate with natural hair care services like locs, retwists, and protective styles.
ALEX GRAY
Create invoices and track payments
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Prabhjot Singh Grewal
Manage branches, contacts, and team members
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Ascentec Holdings LLC
Check in clients remotely with video
Enable remote client check-ins via video calls. Monitor attendance and compliance in real-time. Manage schedules and send notifications. Record and store session data securely. Generate reports and track engagement metrics.
Hanwha General Insurance Co., Ltd.
Manage insurance policies and payments
View and manage insurance contracts, track payments and claims, and access policy details. Check coverage analysis and benefits. Apply for new policies, view product options, and submit claims for medical, accident, or property damage.
Syntec Business Systems, Inc.
Connect to salon data remotely now.
The app connects to Insight data for salon and spa businesses. Users can view schedules, book client appointments, and access company contact information remotely from an iOS device.
Oleksandr Sheremet
Create invoices quickly and accurately
Create and send invoices instantly. Customize templates, add line items, and set payment terms. Track payments and send reminders. Export invoices in PDF format. Manage client information and view transaction history.
Two Penguins Studios LLC
Fire systems and view visits
Allows technicians to conduct fire protection inspections for sprinklers, extinguishers, alarms, and special hazards. View daily appointments and client contact details. Access relevant inspection questions based on system type and schedule.
Linkync, inc.
Manage appointments and track clients
Manage appointments and client details with customizable schedules. Track service history and send reminders. Create marketing campaigns and manage bookings. Integrate with payment systems and generate reports.
faisal alhamadi
Add clients and manage processes
Manage client accounts with add, edit, and delete functions. Track client processes with similar options. Save data to iCloud. Enable lock with fingerprint authentication for secure access.
Nigel Green
Manage clients, bookings, services, stock.
The app manages clients, bookings, services, and stock. It syncs data across iOS devices using iCloud and offers features like a built-in calendar and client reminders.
Saturday Technologies Incorporated
Send invoices and quotes instantly
Create and send professional invoices to customers. Add line items, set payment terms, and track payments. Generate quotes to maintain client interest. Export invoices in PDF format. Sync with accounting software.
CREATIVE TECHNOLOGIES LLC
Create invoices, send, and track payments
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.
Cintelli Limited
Track time, manage clients, raise invoices,
Track time and expenses for projects. Manage client information and legal matters. nd send invoices. Monitor tasks and opportunities. Sync across devices and collaborate with team members.
Crain Communications, Inc.
Read news, stay updated, and analyze trends
Access real-time news updates on policy, technology, mergers, finance, providers, and insurance. Read in-depth analysis and exclusive content. Subscribe to customized alerts and save articles for later reading. Share news via email or social media.
CaseWorthy, Inc
Home delivered meals for drivers.
The app allows drivers to view delivery details, capture signatures, and track client condition changes. It operates without a live data connection and uploads delivery details to ServTracker.
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