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Description
Effortlessly handle your customer appointments, communications, and transactions with a single, user-friendly application! PocketSuite, both simple and robust, is a comprehensive mobile platform designed to enable entrepreneurs to conveniently arrange classes online, market packages, process credit card transactions, and distribute waivers for electronic signatures, among various other functionalities. This all-in-one solution boasts an extensive array of features such as calendar management, online reservations, reminders for appointments, point of sale (POS) processing, mobile invoicing, immediate payouts, and group communication capabilities, making it an invaluable tool for any business owner. With PocketSuite, you can streamline your operations and enhance customer satisfaction simultaneously.
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
No
API Access
Has API
Yes
Integrations
Feedly
No
Pricing Details
$9.99/month/user
Premium Plan
$18 / mo billed annually
$19.99 / mo billed monthly
Plus Plan
$46 / mo billed annually
$49.99 / mo billed monthly
Suite Plan
$92 / mo billed annually
$99.99 / mo billed monthly
$18 / mo billed annually
$19.99 / mo billed monthly
Plus Plan
$46 / mo billed annually
$49.99 / mo billed monthly
Suite Plan
$92 / mo billed annually
$99.99 / mo billed monthly
Free Trial
No
Free Version
Yes
Pricing Details
$14.95 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
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
No
Live Rep (24/7)
Yes
Online Support
No
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PocketSuite
Founded
2013
Country
United States
Website
www.pocketsuite.io
Vendor Details
Company Name
Sprucebooks
Country
United States
Website
www.sprucebooks.com
Product Features
Personal Trainer
Appointment Scheduling
Yes
Assessments
No
Attendance Tracking
Yes
Billing & Invoicing
Yes
Certification Tracking
No
Client Management
Yes
Commission Management
No
Exercise Library
No
Fitness Assessments
Yes
Fitness Plan
No
Nutrition Program
No
Online Store
Yes
Payment Processing
Yes
Wellness Plans
No
eCommerce
Yes
Product Features
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No
