Manage clients, track communication, organize details
Create and manage invoices with customizable templates. Track time spent on projects and generate invoices automatically. Set up recurring invoices for regular clients. Organize client details and communication history in one place.
Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
Enable team members to manage customer communications via phone and text from anywhere. Collaborate in real-time while maintaining a unified business identity across devices. Access voice and text capabilities through a softphone interface.
