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
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
Manage business operations with real-time tracking of client applications and commission summaries. Access a centralized dashboard for overview and performance insights. Stay updated with curated news and monitor commission earnings directly.
Manage schedules and assign caregivers for home care services. Track Electronic Visit Verification status. Handle billing and client information. Maintain records and communicate with care teams. Generate reports and monitor service compliance.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Track and payments for up to three clients. Log gigs to increase balances and record payments to reduce them. View a single balance per client. Manage expenses and categorize transactions. Receive notifications for payments and activity.
Connect with other sales professionals to ask and answer questions about prospecting, client management, and career growth. Share insights, network, and access resources to improve sales skills and career development.
Schedule and manage client bookings through targeted neighborhood campaigns. Automate marketing tasks with AI-driven strategies. Receive guaranteed bookings without requiring user input or training.
Track transactions and generate invoices. Manage customer data and inventory. Create receipts and reports. Set up CRM features to organize client interactions and monitor performance. Export data for analysis and -keeping.
The app provides a digital client waiver process for tattoo artists. It documents tattoo sessions and stores searchable PDF waivers securely in the cloud.
Manage real estate leads with instant communication and task tracking. Respond to inquiries, schedule appointments, and monitor key events in real time. Log activities, set reminders, and access client information on the go.
Manage client bookings for massage and beauty services. Accept in-person or online appointments. Track schedules and receive notifications. Set service rates and manage availability. Process payments and send invoices.
Fitness coaches can manage clients remotely, send direct messages, customize exercises, and create personalized workout plans. They can assign training sessions, log workout progress, and track client performance metrics.
Estimate projects instantly and manage tasks efficiently
Create estimates using AI tools. Input project details to generate accurate cost calculations. Manage project timelines and budgets. nd send client proposals with detailed breakdowns. Track job progress and update project status in real time.
Schedule appointments and send via SMS and email. Automatically notify clients of upcoming appointments. Sync appointments with iPhone, iPad, Outlook, and Google Calendar. Track no-shows and manage client communications.
Manage jobs with digital job cards, track staff locations, and send client emails and texts. Create quotes, log job notes and photos, and handle online bookings. Schedule tasks and manage assets through the .
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .