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Description
Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.
Description
Sprucebooks was specifically designed to cater to the needs of the Insurance Industry. We have created a user-friendly payment relationship system that enables insurance agents to maintain regular contact with their clients through an accessible Client Portal. Today's consumers seek applications that provide real value. Our app empowers Insurance Agents, Carriers, and MGAs to effortlessly send payment requests, e-signature requests, instant messages, and essential documents to their clients. With the Assureify mobile app developed by Sprucebooks, you can easily solicit credit card payments, obtain e-signatures, distribute crucial insurance documents, and communicate via instant messaging, all while presenting enticing insurance offers. Its intuitive design ensures that clients remain engaged with your agency thanks to timely notifications. Sprucebooks equips you with tools to manage credit card payments, dispatch e-signature requests, initiate payment requests, communicate with clients, establish recurring payments, and deliver important documents, all through our user-friendly dashboard, making client interactions seamless and efficient. This comprehensive approach fosters stronger relationships between agents and their clients.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
$14.95 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
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Vendor Details
Company Name
Sprucebooks
Country
United States
Website
www.sprucebooks.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture