Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.
Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • FAQs
  • Knowledge Base
  • Online Support
  • Phone Support
OfficeTools is a practice management system which provides users with tools for time tracking, billing & invoicing, document sharing, payment processing & more
OfficeTools is a practice management system which provides users with tools for time tracking, billing & invoicing, document sharing, payment...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • FAQs
  • Knowledge Base
  • Online Support
  • Phone Support

Starting from

US$100,00/month

  • Subscription

Starting from

US$59,00/month

  • Subscription

Overall rating

4,5 /5
(140)
Ease of Use
4,6/5
Features & Functionality
4,4/5
Customer Service
4,8/5
Value for Money
4,6/5

Overall rating

4,1 /5
(177)
Ease of Use
3,7/5
Features & Functionality
3,9/5
Customer Service
3,8/5
Value for Money
3,7/5

Total features 83

  • API
  • Accounting Integration
  • Accounting Management
  • Ad hoc Reporting
  • Appointment Management
  • Audit Trail
  • Automated Billing
  • Availability Management
  • Billable Hours Tracking
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Check Processing
  • Claims Management
  • Client Portal
  • Commission Management
  • Contact Management
  • Credit Card Integration
  • Custom Forms
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Drip Marketing
  • Electronic Signature Capture
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Forms Management
  • History Tracking
  • Multiple User Accounts
  • Policy Management
  • Project Management
  • Project Notes
  • Project Time Tracking
  • Quote Management
  • Real Time Reporting
  • Receipt Management
  • Receiving
  • Reminders
  • Remote Access
  • Reporting & Statistics
  • SMS Integration
  • Task Management
  • Task Tracking
  • Timer
  • Timesheets
  • Website Management

Total features 48

  • API
  • Accounting Integration
  • Accounting Management
  • Ad hoc Reporting
  • Appointment Management
  • Audit Trail
  • Automated Billing
  • Availability Management
  • Billable Hours Tracking
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Check Processing
  • Claims Management
  • Client Portal
  • Commission Management
  • Contact Management
  • Credit Card Integration
  • Custom Forms
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Drip Marketing
  • Electronic Signature Capture
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Forms Management
  • History Tracking
  • Multiple User Accounts
  • Policy Management
  • Project Management
  • Project Notes
  • Project Time Tracking
  • Quote Management
  • Real Time Reporting
  • Receipt Management
  • Receiving
  • Reminders
  • Remote Access
  • Reporting & Statistics
  • SMS Integration
  • Task Management
  • Task Tracking
  • Timer
  • Timesheets
  • Website Management
  • Facebook
  • Formstack Sign
  • Google Maps
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • QuickBooks Online Advanced
  • Twitter
  • Facebook
  • Formstack Sign
  • Google Maps
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • QuickBooks Online Advanced
  • Twitter