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 21–40 of 1,000 ranked alternatives.
Fresha.com Holding Inc.
Book appointments and manage clients online
Schedule appointments and manage client bookings through an integrated calendar. Accept payments via POS and receive funds the next day. Reduce no-shows with upfront payment options and cancellation policies.
E.SUN Commercial Bank, Ltd.
Manage finances with diverse banking features.
The app offers account services including withdrawals, deposits, transfers, and loan information. It also provides credit card management, payment options, investment details, and personalized offers.
Clientbook, Inc.
Track clients, send messages, log notes, set
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
QuoteIQ LLC
Manage tasks, track time, and send quotes
Manage customer relationships with CRM tools. Create and send estimates and invoices. Schedule appointments and manage pre-inspection checklists. Track sales performance and update client information.
LawnStarter, Inc.
Claim jobs, manage schedules, coordinate crews
Manage schedules and crew assignments through job claiming and route coordination. Track location data via background geolocation. Sync with web platform for fleet management and client route adjustments.
Everfit Technologies Inc.
Track workouts, manage clients, streamline coaching
Track workouts, set goals, and monitor progress with personalized insights. Schedule sessions, manage client data, and receive AI-driven recommendations. Sync with wearable devices and export reports for detailed analysis.
Themis Solutions Inc.
Access case client information remotely
The app provides remote access to case and client information for productivity. Users can update statuses, communicate with clients and colleagues, and manage documents from their mobile device.
SalonBiz, Inc.
Manage appointments, track clients, and grow
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.
TinyWork Apps
Create invoices in seconds
Create and send professional invoices with customizable templates. Track payments and due dates. Manage client information and history. Generate reports and export data. Set reminders for upcoming payments. Sync across devices.
2ndSite Inc
Create invoices and manage accounts
Create and send professional invoices with customizable templates. Track expenses with receipt scanning and categorization. Manage client relationships with activity logs and payment reminders. Generate financial reports and sync data across devices.
Brilliant Business Agency LLC
Book appointments, accept payments, manage clients
Manage appointments, accept payments, and handle client communications. Set schedules, collect deposits, and reduce no-shows. Track bookings, send reminders, and view analytics. Integrate with online systems and manage client data securely.
7shifts, Inc.
Edit schedules, track sales, communicate with staff
Managers can edit schedules, communicate with staff, and track real-time sales and labor data. Employees can request time off, trade shifts, and communicate directly through the .
Invoice Maker Pro s.r.o.
Create and send invoices, estimates, and receipts
Create and send professional invoices, estimates, and receipts instantly. Customize templates, add client details, and generate documents on the go. Share via email or save as PDF. Track payments and manage multiple clients within the .
TRAINERFU LLC
Manage client workouts and progress
Manage client profiles, schedule sessions, and track progress. Send workout plans, monitor attendance, and communicate through messaging. Access analytics and generate reports for performance evaluation.
DaySmart Software, LLC
Manage appointments and track payments
Manage appointments and schedule staff-specific slots. Process payments and send automated text and email reminders. Allow 24/7 bookings via Instagram. Track client history and send appointment confirmations. Generate reports and manage inventory.
OutboundEngine Inc.
Connect with clients and manage leads automatically
Schedule and send automated email newsletters and social media posts to maintain client engagement. Track client interactions and set follow-up reminders. Integrate with calendars to schedule outreach and manage leads.
Jam Soft LLC
Book appointments and manage clients
Book appointments for hair, barber, or nail services. Clients can schedule and manage bookings. Track availability and receive reminders. Integrate with calendars and send confirmation emails. Manage client information and service history.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
Brilliant Business Agency LLC
Book appointments, collect deposits, manage clients
Manage client appointments with online and payment features. Collect deposits, send reminders, and reduce no-shows. Track client history, communicate via in- messages, and access scheduling tools from a single platform.
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