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 41–60 of 1,000 ranked alternatives.
Canopy Tax, Inc.
Stay in touch with clients and manage
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Integrated Database Systems, Inc.
Track visits, view schedules, manage tasks
Manage home care operations with caregiver access to GPS visit verification, visit notes, schedules, and tasks. Clients receive visit alerts, schedules, and care plans. Office users handle client data, caregivers, physicians, and schedules.
2BOOK, INC.
Manage appointments and track client records
Schedule appointments and send reminders. Communicate with clients through messaging. Accept payments and manage transactions. Store and access client records securely. Track treatment history and note contraindications.
BROKER CARE INSURANCE AND REINSURANCE BROKER
Compare and purchase insurance policies
Compare insurance policies across vehicle, health, travel, and medical malpractice categories. Input personal details to receive tailored quotes. Purchase policies directly through the . View policy terms and conditions.
Keep It Cut
Book appointments and track your stylist
Manage appointments by finding stylist availability, scheduling, changing, canceling, or viewing future appointments. Access client visit history, purchase history, and edit personal details like name and phone number.
Groop Internet Platform inc.
Connect with clients via text, audio,
Connect with clients through text, audio, and video messaging. Reply to messages asynchronously at your convenience. Schedule and conduct live video sessions. Prescribe medication for clients. Track client progress and manage sessions.
CarShield LLC
View contract details, track claims, access roadside
View contract details anytime. Access claims information, request roadside assistance, and contact customer service directly. Track policy updates and manage account settings securely.
BREEZE DEVELOPMENT CO., LTD.
Earn points, redeem rewards, access exclusive offers
Track rewards points from purchases, earning 1 point for every 50 NT dollars spent. Redeem points for discounts up to 1,000 points for 100 NT dollars. Access exclusive birthday and monthly theme double points.
Bookipi Pty Ltd
Create invoices and estimates quickly
Create and send invoices and estimates using customizable templates. Track income, organize bookkeeping, and export PDF reports. Manage client information and set recurring billing schedules.
NDEVOR SYSTEMS LIMITED
Schedule appointments and manage your salon remotely
Schedule and manage appointments with real-time updates. View client details and service history. Receive notifications for upcoming bookings. Sync across multiple locations and devices. Assign tasks to staff members.
Marla International Limited
Create invoices and manage payments
Create and send professional invoices with customizable templates. Add client details, itemized charges, and payment terms. Track payments and receive reminders. Export invoices in PDF and share via email or messaging.
Hangzhou Beesoft Information Technology Co., Ltd.
Track , calculate earnings, generate invoices
Track working for each client, including overtime and break . Calculate earnings and generate PDF invoices. Track billings and payments. Export data and send invoices to clients.
Eli Bitton
Create invoices on the go
Create and manage professional invoices with customizable templates. Add client details, itemized lists, and payment terms. Export invoices as PDF or share via email. Track status and set reminders for overdue payments.
Ruckus Wireless International Inc.
Manage WiFi networks remotely
Manage and monitor WiFi networks with real-time performance insights. Adjust settings, track client connections, and configure access points remotely. View network maps, set up guest access, and receive alerts for connectivity issues.
PocketSuite, Inc.
Book appointments, manage , sign contracts, track
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
AL RAJHI COMPANY FOR COOPERATIVE INSURANCE
Access policies, submit claims, view profile
Access insurance policies and manage claims anytime. View health and motor coverage details. Retrieve policy information and claim status. Receive health tips and insights. Update personal profile and policy details.
Realtors Property Resource, LLC
Access property data and reports instantly
Access real estate data to search residential and commercial properties. View detailed reports and market analytics. Generate custom reports and share them directly. Track property listings and manage client inquiries.
Care Connect, LLC
Request shifts, view schedule, set unavailability
Receive shifts matching your schedule and client preferences. Request desired shifts, view your schedule, set unavailability, and get driving directions. Manage client and shift preferences. Securely chat with your agency contact.
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