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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon No 
Asterisk No 
Authorize.Net No 
Docusign No 
Five9 No 
PayPal No 
Profituity No 
Stripe No 
Ytel No 

Integrations

Amazon Yes 
Asterisk Yes 
Authorize.Net Yes 
Docusign Yes 
Five9 Yes 
PayPal Yes 
Profituity Yes 
Stripe Yes 
Ytel Yes 

Pricing Details

$69 per user, per month
Free Trial No 
Free Version No 

Pricing Details

$50 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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 No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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