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Ratings and Reviews 0 Ratings
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What is Sprucebooks?
Sprucebooks was purposefully crafted to meet the unique demands of the Insurance Industry. We have developed an intuitive payment relationship platform that allows insurance agents to maintain ongoing communication with their clients through a convenient Client Portal. Modern consumers are in search of applications that truly deliver value. Our application empowers Insurance Agents, Carriers, and MGAs to effortlessly send out payment requests, e-signature requests, instant messages, and necessary documents to their clients with ease. With the Assureify mobile app, created by Sprucebooks, you can effortlessly request credit card payments, secure e-signatures, distribute vital insurance documents, and engage in instant messaging, all while showcasing attractive insurance offers. Its user-friendly design guarantees that clients stay connected with your agency through timely notifications. Sprucebooks provides you with the essential tools to manage credit card transactions, send e-signature requests, initiate payment prompts, interact with clients, set up recurring payments, and deliver important documents seamlessly through our intuitive dashboard, facilitating a more streamlined client experience. This holistic approach not only enhances efficiency but also nurtures stronger and more meaningful relationships between agents and their clientele. Ultimately, Sprucebooks is dedicated to transforming the way insurance professionals engage with their clients, ensuring a more personalized and effective service.
What is Rock Paper Coin?
Rock Paper Coin is an all-inclusive client management platform aimed at improving the workflow of proposals, contracts, invoicing, lead tracking, and secure online payment processing specifically for event professionals and small business owners. Users can quickly create refined, branded proposals in just a few minutes by choosing from various templates or custom designs, and they get instant notifications as soon as these proposals are dispatched. The system also enables the easy integration of inquiry forms on websites, which streamlines lead capturing and management processes. It offers digital contracts equipped with e-signature functionality, versatile invoicing options that include installment plans and automated reminders, as well as secure payment processing through Stripe, which guarantees bank-level security, timely deposits, and flexible fee management. Users can embed personalized lead forms, manage and sort submissions, and effectively transition leads into clients directly through the platform. With a strong emphasis on customization, Rock Paper Coin supports personalized branding across all proposals, contracts, invoices, and emails, while also integrating with Google Drive for convenient document access and providing comprehensive capabilities on both desktop and mobile devices. This versatile platform is meticulously crafted to cater to the varied requirements of its users, establishing it as an essential asset for professionals in the event management and small business arenas. Consequently, Rock Paper Coin not only streamlines operational tasks but also empowers users to enhance their client relationships and improve overall productivity.
Integrations Supported
Apple Pay
Google Drive
Google Pay
QuickBooks Accountants
Stripe
Integrations Supported
Apple Pay
Google Drive
Google Pay
QuickBooks Accountants
Stripe
API Availability
Has API
API Availability
Has API
Pricing Information
$14.95 per month
Free Trial Offered?
Free Version
Pricing Information
Free
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Sprucebooks
Company Location
United States
Company Website
www.sprucebooks.com
Company Facts
Organization Name
Rock Paper Coin
Date Founded
2019
Company Location
United States
Company Website
rockpapercoin.com
Categories and Features
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Categories and Features
Event Booking
Attendee Management
Confirmation/Reminders
Discount/Coupon Management
Event Calendar
Marketing Management
Online Payments
Online Registration
Social Media Promotion
Wait List Management
Website Management