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 141–160 of 1,000 ranked alternatives.
VADOSWARE LLC
Generate invoices from estimates
Create and send invoices or estimates on the go. Customize templates and add line items. Save client details and recurring settings. Generate receipts using pre-built formats. Sync with contacts to set up clients quickly.
Lawn Buddy LLC
Manage crews, track jobs, and send updates
Manage care operations with a centralized platform. Track client schedules, assign jobs to crews, and monitor service progress. Access real-time data from a web interface. Receive support from a dedicated team.
Pavel Kazantsev
Create lists, make orders, track clients
Create and manage lists for goods or services. Add client-specific pricing and generate orders based on the . Track client information and reference pricing during transactions.
Chum IT LLC
Manage client data and track remotely
Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Nu Skin Enterprises
Track business, build leads, grow sales
Track sales and inventory, manage client relationships, and view performance reports. Prospecting tools allow lead generation and customer outreach. Purchase and sell products directly. Access exclusive training resources and business analytics.
B TO J PTY LTD
Create estimates, invoices, and quotes on
Create estimates, invoices, and quotes quickly. Add itemized lists, set prices, and calculate totals. Customize templates, add company logos, and send documents via email. Track payments and manage client information.
faisal alhamadi
Manage clients and transactions easily and conveniently.
The app allows users to add and manage client accounts and transactions. It supports iCloud data saving and offers an application lock with fingerprint access.
Crafty Apps
Sell products offline with catalog management
Manage sales and inventory offline with invoicing and billing features. Track client routes with maps on iPad. Access multiple warehouses and set discount structures. Support multiple user roles for team collaboration.
National Life Insurance Company
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Priit Magi
Invoices in seconds
Create invoices by filling in fields, generating professional documents instantly. Add client details quickly. Customize templates, send invoices via email, and track payments. Set recurring invoices and receive notifications for due dates.
TLC SNAP INC
Get quotes and insure your TLC vehicle
Access insurance quotes and policies instantly. Insure vehicles through a digital agent. View policy details and manage coverage. Communicate with agents and carriers securely. Track insurance status and make payments online.
Chris McGinnis
Track clients, manage projects, and monitor income
Manage client relationships and track earnings with a centralized dashboard. Log income and expenses, monitor client progress, and communicate securely. Access an E-Wallet to view daily and total earnings.
ARILASH STUDIO LLC
Add client details and track appointments
Manage client data by adding contact details, addresses, phone numbers, and email addresses. Track session history and appointment notes. Create and store customized waivers for clients to sign.
Henkel AG & Co. KGaA
Color business assistant for professionals.
The app assists with daily color business by helping determine suitable color brands for clients. It offers a formula finder based on client profiles and needs, and a section on color fundamentals.
SilverTrac Software, Inc.
Security guard management platform client application
The app serves as a client for the Silvertrac security guard management platform. Security guards use it to finish daily work rounds and provide proof of presence and activities.
BizXpert, Inc
And track payments securely
Create and send professional invoices with customizable templates. Track payments and set reminders. Organize client information and transaction history. Export data in various formats and integrate with accounting tools.
VEGANTARAM TECHNOLOGIES PRIVATE LIMITED
Create invoices and send quotes
Create invoices, generate bills, and make estimates. Send quotes and purchase orders. Track payments and manage expenses. Add client details and set due dates. Export documents in multiple formats.
Daniel Bitton
Create invoices and send estimates
Create professional invoices and estimates with customizable templates. Add business and client details, set payment terms, and send documents via email. Track status and generate receipts directly.
Rocket Close, LLC
Manage business on the fly.
The app allows Partner Signing Agents to manage business on a mobile device. It enables agents to track appointments, accept or decline available appointments, and access client information.
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