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
Access project updates via real-time status dashboards. Receive push notifications for high-priority items. Scan and upload document images. Collaborate with client teams on engagement coordination. Track project progress and communicate securely.
Manage appointments and schedules for care professionals. Book and update client appointments. Send reminders and track availability. Market and sell care products through an integrated store. Stay updated with industry trends and news.
Create and track invoices, quotes, and sales orders. Generate documents for printing, emailing, or faxing. Send client statements, recurring invoices, and late payment reminders. Produce reports on unpaid invoices, payments, and item sales.
Create and generate AI-powered formulas for data. Input plain text instructions to receive calculated formulas. Access terms and privacy policy links for subscription details.
Manage invoices, track expenses, and schedule appointments. Organize client data and generate reports. Automate billing and send reminders. Integrate with accounting software and sync across devices.
Manage bookings, track pets, and schedule services
Manage pet bookings with multiple calendar views for scheduling and capacity planning. Create and update client and pet profiles with detailed information. Communicate with pet owners via two-way messaging.
Schedule client sessions with drag-and-drop calendar. Set recurring appointments and reminders. Export session logs and share with colleagues. Sync with email and calendar apps. Track session duration and notes.
Manage client appointments with session-specific tools. Enter new clients, record sessions, create invoices, and process payments. Generate receipts and session reports on-site. Handle paperwork during client interactions.
Access policy details and coverages anytime. View Auto ID Cards instantly. Request policy changes and report claims. Make payments due DII. Review documents and certificates of insurance. Set up a client portal account for self-service access.
Access policy details, claim status, and account information from any device. View documents, submit requests, and communicate with support representatives through the client portal. Manage account settings and track service history.
Book sessions, manage schedules, track client progress
Manage client sessions with a booking system that allows clients to reserve classes and view their schedules. Track member details and update profiles. Generate invoices and manage payments. Send reminders and communicate via in- messaging.
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Connect with clients and manage leads
Create and manage service profiles to showcase skills and availability. Connect with potential clients through direct messaging. Set service prices and receive bookings. Track job history and client feedback.
Schedule appointments and manage your salon calendar
Manage appointments with a digital calendar, schedule services and staff, and track client history. Send reminders and receive payments online. Integrate with social media for bookings. View revenue reports and customer insights.
Sales staff can upload customer photos directly from their phones to . Submit photos for client records. Access and manage submitted images within the . Share photos with team members or clients as needed.
Earn money by referring clients to the . Track earnings and bonuses. Manage referrals and view performance metrics. Access training materials and resources. Receive hourly wages and incentives for new clients.
Access product details, images, and videos. Upload custom photos for a digital portfolio. View client accounts and order history. Import measurements using a Leica DISTO™ device. Browse all products and configuration options.
Create and customize invoices using professional templates. Add client details, itemized lists, and payment terms. Send invoices via email or messaging apps. Track payment status and set reminders for overdue invoices.