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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your scheduling by consolidating multiple calendars and diaries into your Bookmemate schedule, which will become an invaluable asset for your business. Manage and save your appointments efficiently, and generate invoices instantly upon completion of each appointment. You can compile lists of frequently performed tasks and assign a price to each, simplifying the quoting and invoicing process significantly. All customer information is securely stored in one convenient location, making it accessible from your computer or any mobile device while you’re out and about. Simply assign tasks to a new job, and just like that, your quote is ready for you. Additionally, you have the ability to upload before and after photos, providing your customers with a clear view of the work completed. Generate invoices in a matter of seconds once bookings are finalized, and synchronize with your bank account to monitor payments and receive alerts for upcoming dues. With this system, you’ll gain valuable insights into what aspects of your business are thriving and where improvements may be needed. This revolutionary tool will transform your perspective on managing your business operations. By using Bookmemate, you'll experience a newfound efficiency that can elevate your overall productivity.

Description

Insight is designed to help you not only maintain but also expand your customer database effectively. With all customer transactions and pertinent information readily accessible, you can effortlessly create tailored databases to better understand your clients. You can link documents to both your clients and their transactions, ensuring that all relevant information is organized. This makes Insight an ideal solution for maximizing both new leads and the sales potential of your existing customers. By profiling your clients and having the necessary information at your fingertips in real time, you gain a competitive advantage in your industry. Additionally, Insight features a robust scheduling system that consolidates all company activities, including job details and staff leave, into various calendar and schedule formats. The software is fundamentally centered around task management, allowing you to log all business transactions as tasks so that everyone is clear about their responsibilities at all times. With the integrated use of statuses and task assignments, you can effectively oversee delegation within your team, ensuring that no detail is overlooked. Enhanced communication and organization through Insight will ultimately lead to improved productivity and client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20 per month
Free Trial Yes 
Free Version No 

Pricing Details

$25 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Bookmemate

Founded

2013

Country

Australia

Website

bookmemate.com

Vendor Details

Company Name

Scotia Software

Founded

2005

Country

United Kingdom

Website

www.binarytechnologies.co.uk/index.php/business-management-software/

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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