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Average Ratings 0 Ratings
Description
Introducing the ultimate solution for insurance brokers. This professional customer portal is both straightforward and secure, available for just €19 per month. Our innovative Client-Cloud technology empowers small and medium-sized enterprises to implement a customer portal swiftly and without the burden of high development costs. The outcome is exceptional; a top-tier portal offered at a consistent, low monthly rate. So, what is Client-Cloud? It is crafted with the intention of providing personalized attention to your clients and comprises two components: a customer portal for your clients and a management portal for your organization. Client-Cloud is tailored for those who stand out from the crowd of typical entrepreneurs. By utilizing your customer portal, you can enhance your service offerings and foster greater customer loyalty, ultimately driving increased sales from your existing clientele. Setting up your personalized customer portal takes a mere 10 minutes, allowing you to create a professional presence that reflects your brand identity, all without requiring any technical expertise. Select the subscription plan that fits your business needs today.
Description
Introducing a cutting-edge CRM that prioritizes automation at its heart. Intuitive and user-centered, it is crafted with an emphasis on enhancing the user experience. The interface is straightforward, with buttons and forms placed in logical contexts that are easy to navigate. Built on a contemporary framework, this system is constructed from the ground up, incorporating the latest security measures, speed enhancements, and scalable design principles, making it robust, efficient, and up-to-date. Suitable for a variety of sectors, it is adaptable and customizable for any industry, having proven its reliability in challenging fields like Student Loan Consolidation, Debt Management, and Mortgage services. Additionally, there is a dedicated client portal that allows users to log in for real-time updates, seamlessly linking with the CRM for functions such as receipt management, progress tracking, issue resolution, document uploads, and information updates. With automation at play, your employees will be effectively guided and supported by the system, ensuring a streamlined workflow and increased productivity. This innovative approach not only simplifies processes but also enhances overall operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Amazon
Asterisk
Authorize.Net
Docusign
Five9
PayPal
Profituity
Stripe
Ytel
Integrations
Amazon
Asterisk
Authorize.Net
Docusign
Five9
PayPal
Profituity
Stripe
Ytel
Pricing Details
$69 per user, per month
Free Trial
Free Version
Pricing Details
$50 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OIIO
Founded
2019
Country
Netherlands
Website
www.getoiio.com
Vendor Details
Company Name
Skywave
Founded
2016
Country
United States
Website
skywave.app
Product Features
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management