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About

Manage, sell and control client retainers and requests. Easily manage every client request. Client Portal with Username and Password. View how much time is remaining with their retainer. Purchase additional hours if required. Export projects as PDF. Send work requests with a custom form. Approval requests feature on or off. Add time to a request manually or using a timer. Make requests visible or invisible. Open requests without notifications. Ask for or no approval before closing restrict sending requests if they have no hours are available. Payments credited direct to your paypal or stripe 0% processing fee. Giving you total control: Quick client access dashboard, instantly view all client activity, see your online clients, managers availability.

About

Sprucebooks was built with the Insurance Industry in mind. We built an easy to use payment relationship system that allows insurance agents to stay in front of their clients by engaging them with a simple to use Client Portal. Consumers want an App that is useful. Our App allows Insurance Agents, Carriers, MGA's to send their clients request for payment, e-signature, instant messages, and important documents. With the Assureify mobile app by Sprucebooks you can request Credit Card Payments, E-signatures, send your clients important insurance documents, instant message, and even insurance offers. It's simple and easy to use design keeps clients engaged with your agency with instant notifications. Sprucebooks gives you the ability to run credit card payments, send e-esignature request, send payment request, message your clients, setup recurring payments, send important documents to clients, and much, much more through our intuitive dashboard.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Project Management platform for teams and agencies

Audience

Businesses searching for a payment relationship system

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version Not Supported
Free Trial Supported

Pricing

$14.95 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Clientrol
Founded: 2016
Ireland
clientrol.com

Company Information

Sprucebooks
United States
www.sprucebooks.com

Alternatives

Intervals

Intervals

Pelago

Alternatives

Categories

Project Management Supported

Categories

Payment Processing Supported

Integrations

No info available.

Integrations

No info available.
Claim Clientrol and update features and information
Claim Clientrol and update features and information
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Claim Sprucebooks and update features and information