Create proposals by selecting from multiple types such as business, freelance, research, grant, and project. Fill out a form with project details, goals, and requirements. Generate formatted proposals with customizable sections and placeholders.
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Create and send invoices to clients directly from your phone. Export invoices as PDF and share them with customers. Manage billing and track payments while on the go. Organize invoices and reduce manual work for efficient billing.
Create logos using AI by entering a brand name and selecting design preferences. Choose colors, fonts, and styles. Export logos in various formats and share directly.
Create invoices by entering details, selecting a client, adding an amount, and sending. Share invoices via email or messaging apps. Track statuses including paid, pending, and overdue. Set reminders for unpaid invoices.
The app offers users access to product information, quick application features, policy management, a panel doctor map, and policy document downloads. Customers can access various information and enjoy personalized services.
View insurance and health policy details, check MPF and investment fund holdings. Submit and track claims, manage policy changes like direct debit setup. Access account information and update personal details securely.
Export in XLSX, PDF, CSV, or VCF formats. Choose to export all or select specific entries. Save files directly to device or share via email. Organize for , Outlook, or CRM integration. Backup using vCard format.