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 appointments and schedule services. View client history and send reminders. Track inventory and manage staff schedules. Generate invoices and process payments. Share promotions and contact information.
Create customizable forms for client consultations. Include specific treatments like Botox, dermal fillers, and Dermapen. Design treatment menus tailored to clinic needs. Store and manage forms digitally.
Manage client entertainment by tracking sports and concert tickets, organizing events, and ensuring compliance with legal and tax regulations. View ticket details, schedule events, and generate reports.
Create and sign digitally with electronic signatures. Manage client agreements, track project details, and store documents securely. Share with clients and receive signed approvals directly through the .
Track inventory, manage clients, and service repeat
Manage client information and hair color formulations. Initiate Not Box Hair Color sealing processes. Print compliant ingredient labels. Track inventory using Thrivette scales. Service repeat clients and reduce waste.
Track projects through 6 status stages. Organize by client, location, budget, and dates. View real-time statistics and upcoming project countdowns. Manage invoices, expenses, and client communication within the .
Manage calls from initial contact to invoicing and client history. Track receivables and sync with iPad versions. Log job details, send invoices, and access client information directly from the iPhone.
Manage bookings, track clients, and edit schedules
Manage salon operations with task scheduling, appointment booking, and staff management tools. Track inventory, generate reports, and process payments directly within the . Sync appointments across devices and send reminders to clients.
Access industry-leading sales training resources and marketing tools. with other professionals to share insights and collaborate. Track sales performance and manage leads within the . Receive real-time updates and support for new sales activities.
Access policy details, update personal information, and manage account settings. View coverage summaries and contact support directly through the client portal. Submit claims and track their status in real time.
The app provides software for managing damaged contents. It allows for inventorying items, capturing signatures, and tracking custody from pack out to pack back.
Business allows vendors to receive client requests, showcase portfolios, and submit proposals with cost and timeline details. Users can chat, share files, and generate payment links within the .
Add client data such as name and phone number for easy communication. Upload images related to technical services or issues for documentation and data sharing between technicians. Track service progress and update client status in real time.
Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
Track with AI-powered import of paper timesheets and PDFs. Log manually or via camera. Generate professional invoices with customizable templates. Set project categories and hourly rates. Export logs and invoices in multiple formats.
Track and expenses for client projects with desktop and mobile access. Log hours, categorize tasks, and manage payments. Set smart timers to avoid overtracking. Generate reports and export data for invoicing.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
Manage grooming appointments with automatic reminders and alerts. Track vaccine records and access full grooming history. and reschedule appointments. Receive notifications for missed messages. View daily schedules and manage client information.
Access tools for certified jewelry appraisers. Submit and generate professional appraisals. Manage client records and certificates. Sync with FAA databases for accurate data. Share reports securely. Track history and update credentials.