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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Sperse is a software package that provides clarity, connectivity, and collaboration to help you know your customers, your cash, and your data. Your client-facing portal connected to a powerful management system. Your portal site is vital for customers and partners to communicate, collaborate and engage with you. Find out how we can power your portal with an exceptional user-experience and smart back-end functionality to manage data. Many businesses have trouble planning cash flows because they look at their business from the rearview mirror using today's financial tools. Poor data quality and integrity can result from poor connectivity between applications. This requires employees and users to learn a lot. This can slow down daily operations and adds a significant hidden cost to the business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Activepieces
Facebook
Gmail
Google Sheets
LinkedIn
Mailchimp
PayPal
QuickBooks Online
QuickBooks Online Advanced
Shopify
Twilio
X (Twitter)
Xero
Zapier
Zendesk

Integrations

Activepieces
Facebook
Gmail
Google Sheets
LinkedIn
Mailchimp
PayPal
QuickBooks Online
QuickBooks Online Advanced
Shopify
Twilio
X (Twitter)
Xero
Zapier
Zendesk

Pricing Details

$69 per user, per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Sperse

Founded

2016

Country

United States

Website

www.sperse.com

Product Features

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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