Search results for FSNotes

Aasure (aasure.app) is an operations software for appointment-based businesses: salons, barbers, nail and lash techs, aesthetics clinics, personal trainers, therapists, tutors, photographers and consultants. Clients book from your own branded booking page, which checks real availability so you are never double-booked. They can cancel and reschedule themselves, and a cancelled slot can go to your waitlist in one click. Client notes and visit history sit on every appointment. Email reminders, thank-you and rebooking emails, and campaigns built in a drag-and-drop editor are included, and you choose whether each runs manually, after your approval, or automatically. Every feature is on every plan. You pay one flat monthly price by team size and no commission on your own clients. Export your client list as CSV at any time. Free trial: 60 days for the first 200 businesses, then 30 days. No card needed.

Savour is a recipe management platform built by a chef for professional kitchens and kitchen brigades. Import a whole recipe book at once: Word, PDF and text are read for free, and AI reads photos of handwritten notes and brings structure to large, messy recipe folders. It never invents quantities; anything uncertain is flagged for review. Organise every recipe in folders and categories, with A–Z and search by ingredient. Share folders with your brigade with roles (owner, editor, viewer), so everyone cooks from the same version. Scale any recipe to the yield you need, cook from your phone in a big-text cooking mode, and print complete recipe folders in one go with your restaurant's logo. All recipes are stored securely in the cloud, available on computer, tablet and phone, and open offline in the kitchen. Available in English, Dutch, German and Spanish.

DialBreeze is a browser power dialer for people who sell by phone. Upload your list, dial from your browser, and keep notes, outcomes, callbacks and tasks in one place. Basic is $29 per seat per month, Breeze is $49 and Jetstream is $99. Calling is $0.75 per dialing hour on every plan, drawn from prepaid calling credit you load in advance (no invoices). Phone numbers are included per seat (1, 3 and 5) with extra numbers at $5 a month. Calling credit is drawn for the time your dialer is in a dialing session, including ringing and wrap-up, counted per second; time you are not in a session is not billed, and three lines on Jetstream count once. No free trial; seat fees are refundable in full within 7 days of your first purchase. There is no unlimited tier and no sales call. Support is by email at support@dialbreeze.com.

easySales is a sales CRM and billing system for small B2B companies. Leads, accounts, contacts, quotations, invoices, receipts and credit notes live on one customer record, so the whole sales team can see who is doing what and what is still unpaid. It is built to be the business foundation for AI assistants. Connect Claude, ChatGPT or any assistant that supports the Model Context Protocol (MCP), and it can search your customers, draft a quotation, turn it into an invoice or record a payment, always as the signed-in user, with the same permissions, and only after you confirm a preview. easySales also has its own built-in assistant. Made for teams of 1 to 15 in Singapore and Hong Kong, with GST and multi-currency built in, PDF documents in your own template, and an interface in English, Chinese, Malay, Thai and Japanese. Free 30-day trial, no credit card needed.

Clara is an AI virtual receptionist for medical, dental and psychology practices in Brazil. It answers patients on WhatsApp the way a human receptionist would: it replies to questions about pricing, insurance and availability, books the appointment inside the conversation, syncs both ways with Google Calendar, sends reminders and follows up with patients who missed a visit. It understands voice notes and images, works 24/7, and the clinic staff can take over any conversation from the dashboard at any moment. Clara also talks to the practitioner on their own WhatsApp to ask questions and request authorization. The clinical software is included: electronic health records, prescriptions, telehealth, billing and electronic invoices. Setup takes about 10 minutes, with a 7-day free trial and no lock-in contract. Clara Tecnologias is a Meta Tech Provider with an app approved in the WhatsApp Business Platform App Review.

Facturo is invoicing software for Austrian freelancers and small businesses to manage their financial documents. It automatically calculates Austrian VAT and supports invoices, quotes, cost estimates, credit notes, and cancellation invoices. Business details are entered once and auto-fill across documents, while a customer database and product catalog cut repetitive data entry. The platform generates professional PDFs with your company logo and EPC-QR codes customers can scan to pay from their banking app. Quotes convert to invoices in one click, and a dashboard tracks invoiced amounts, outstanding payments, and overdue accounts. Payment reminders (Mahnungen) help recover unpaid invoices, while partial and final invoices support progressive billing on larger projects. Team accounts let an owner invite members who share the same clients, products, and business data, with billing and team management reserved for the owner.

Messagency is an AI agent that handles inbound customer conversations and books appointments for service businesses across WhatsApp, Instagram and website chat. The assistant replies to incoming messages in natural language, collects the details required to schedule an appointment, checks staff and slot availability, and confirms the booking without human intervention. It processes voice notes and images, applies tiered deposit rules, calculates travel fees for at-home appointments, handles out-of-hours surcharges, and manages rescheduling and cancellation according to each business's own policy. Requests that require owner approval are routed for manual review instead of being auto-confirmed. Messagency is built for appointment-based businesses such as salons, clinics, and studios, from single operators to multi-location teams. Capabilities include team scheduling, deposit and payment collection, conversation analytics, a mobile app for owners, self-learning from past conversations, and a white-label chat widget for larger accounts.

Noumi is an autonomous AI personal assistant that works like a colleague: understanding context, managing tasks, and delivering results without constant prompting. It's built for professional consulting and delivery work, turning scattered project information, calls, emails, and files into client ready diagrams, template perfect documents, interactive prototypes, and accurate meeting notes. Three core capabilities: Persistent Memory: tell it once, it remembers across every conversation after, so projects, preferences, and rules are always present and never re-explained. Self-Evolving Skills: every correction becomes a rule, and Noumi applies it automatically going forward. Agentic Execution: set the task, walk away, and come back to finished work, Noumi breaks down complex jobs and uses the right tools to deliver. Target audience: Business Analysts, Sales Engineers, and Project Managers doing client-facing delivery work in enterprise consulting.

Cleera is CRM software for mortgage advisory & protection insurance operations, integrating case management, client communications, client retention, document handling, and compliance tracking enabling you to take a case from first enquiry to completion in one place. A visual pipeline and priority action inbox keep every case on track, while clients get a branded portal to upload documents, complete forms, sign electronically and track progress at any hour. An introducer portal allows you to ingest lead referrals from your partners. Every action is timestamped, giving advisers a complete, FCA-ready audit trail. Built in AI tooling that reasons over the case records supports in helping flag adverse credit, chain risk, review uploaded documents, and draft FCA-aligned suitability notes. Protection cases, team management, lead capture features and an introducer portal round out the firm's workflow.

ClinBase is electronic medical records and prescription management software for independent medical practitioners in Mexico. Consultation notes use the PSOAP format with vital signs capture and become locked after a digital signature, ensuring an audit trail. Prescriptions are generated as legally valid PDFs, customizable with institutional emblems like UNAM and CONACEM. The system features CIE-10-based autocomplete for medications and diagnosis. Patients book appointments via links or QR codes without accounts, receiving automated email reminders with options to confirm or cancel. Cancellations update the calendar instantly, notifying the practitioner. An AI assistant transcribes consultations into PSOAP sections, and video consultations run directly on the platform without installation. Analytics track patient counts, consultation totals, and diagnosis trends. Patient data exports to Excel, PDF, and HL7 CDA formats, with AI-assisted migration from Excel files or paper records.

TradeChainly is a crypto trading journal for traders who want to keep their trades, performance data and journal in one place. Trades can be synced from Binance, Bybit, Coinbase, Crypto.com, Kraken, KuCoin and OKX, or added manually. TradeChainly supports spot and futures trading and includes performance reports, trade-level analysis, tags, setups, mistakes, ratings, notes and multiple trading accounts. Traders can review completed trades, organize their journal, compare performance across different setups and mistakes, and use reports to understand how they trade over time. Users can also connect Claude or ChatGPT to their TradeChainly data through read-only access and use them as a trading coach. The AI assistant can work with the trader's real TradeChainly data to answer questions about performance, patterns and mistakes without being able to place, move or change anything.

Slide is a communication automation platform that centralizes customer interactions across Instagram, WhatsApp, email, and AI voice channels. It automates message routing, lead qualification, and engagement workflows using a visual flow builder with drag-and-drop tools. Features include keyword-triggered responses, chatbot conversations, and lead capture forms within Instagram DMs and WhatsApp Business. The platform integrates with Meta's APIs for automated messaging, comment-to-DM flows, and campaign broadcasts. Chatbots qualify leads and transfer conversations to human agents when needed. Email automation delivers personalized campaigns and behavior-triggered messages, while AI voice functionality handles inbound calls, transcribes conversations, and routes leads to sales teams. A unified inbox consolidates messages from all channels, enabling teams to assign conversations, add notes, and track resolution times. Security features include TLS encryption and access controls.

DevisiumElec is quotation management software designed for electricians in France. The software enables estimate creation in approximately two minutes, including on job sites. It operates as a mobile-first web application that functions like a native app across various devices without requiring app store downloads. The software includes a library of electrical items, allowing users to customize pricing and margins. It generates professional PDFs with logos, SIRET numbers, and insurance information for client distribution. WhatsApp integration allows users to share PDFs directly, with status updates and follow-up features for reminders and notes. DevisiumElec calculates taxes with three VAT rates for new work, renovations, and eco-renovations. Team management allows role-based access. Offline functionality supports estimate creation without internet, syncing upon reconnection. Data isolation ensures company-specific access, complying with French regulations.

Substrait AI is an autonomous lead engagement platform that integrates with CRM systems such as Sierra Interactive and Follow Up Boss without requiring data migration. The software analyzes lead histories and interactions to determine personalized next steps without relying on generic templates. Operating continuously, it engages leads across the database without manual intervention, composing messages that reflect the real estate team's communication style. Built-in compliance features include Fair Housing language screening, time zone texting enforcement, and opt-out detection. The platform respects lead preferences, honoring stop requests immediately and using silence to inform future actions. When team members engage directly, the AI shifts to a support role, logging notes and updating records. Onboarding includes a shadow phase with supervised sending before full automation. The software automates task scheduling, profile updates, and CRM record completion.

LoadLog is digital waste tracking software designed to help UK waste sites comply with Digital Waste Tracking Service requirements. It streamlines recording, signing, and submitting Waste Transfer Notes to DEFRA via an integrated API. Users can log waste details like descriptions, EWC codes, vehicle registrations, and carrier info using DEFRA-compliant forms. Digital signatures from producers, carriers, and receivers are timestamped, replacing paper processes. Offline functionality allows note creation and signing without internet, syncing automatically when reconnected. The software verifies carrier registration numbers against the Environment Agency's public register. Integration with DEFRA enables automatic note submission with retry capabilities and generates PDF records. Audit trails log edits and submissions with timestamps. Role-based access controls manage team permissions, and a sandbox mode allows workflow testing before production.

QuoteGlide is AI-powered quoting software for trades and small service businesses. Users can speak, type, or paste rough job notes, and QuoteGlide turns them into professional quotes using their own services and prices. The AI asks for missing details and revises quotes through conversation, helping users work faster while keeping control of pricing. Customers receive a mobile-friendly quote where they can approve the work, ask a question, or request changes without creating an account. QuoteGlide tracks when a quote is opened and shows its activity history, helping businesses know whether the customer has seen it. Automatic email reminders follow up on outstanding quotes and stop when the customer responds. Businesses can customize their branding and manage every quote from one dashboard. QuoteGlide is designed for painters, landscapers, cleaners, mechanics, handymen, contractors, and other service professionals.

Puli is online invoicing software that simplifies financial and operational management by integrating invoicing, quotations, payment tracking, expense management, and team coordination into one platform. Accessible via web, iOS, and Android, it ensures real-time synchronization across devices, eliminating spreadsheets and data duplication. The platform generates invoices, estimates, proformas, delivery notes, and purchase orders with automatic numbering, tax calculations, and downloadable PDFs. Payment tracking offers visibility into pending invoices, overdue accounts, and cash flow, while mobile functionality enables remote payment management. It supports Tap to Pay for in-person transactions on iPhone and Android. A dashboard provides insights into invoiced amounts, receivables, and net profit, along with payment status, due dates, and revenue trends. Puli complies with Spain's VeriFactu electronic invoicing standards, ensuring consistent data across devices.

Preach Plan is a preaching calendar software designed to help pastors organize sermon series over multiple years. It displays five years of Sundays, tracks historical sermon data, and prevents repeated passages. The platform flags scheduling conflicts when adjusting sermon series and includes a sermon development page with customizable sections for notes and ideas. The software imports preaching spreadsheets from Excel or CSV, handling inconsistent dates and blank rows. An optional AI assistant organizes ideas and asks clarifying questions but cannot write sermon points, a restriction coded into the system. It tracks preaching workloads, stores unscheduled sermon ideas, and offers search functionality across all years. Data is securely stored with offline access via browser caching. Users can export data to CSV, calendar feeds, or JSON backups. The software runs in any browser and ensures privacy by keeping calendars separate.

Astracore is an AI-powered intake automation platform that manages phone calls, web chats, and form submissions for service businesses. The software qualifies leads and books appointments directly into calendars. It integrates with Google Calendar, Outlook, HubSpot, Salesforce, and other business tools. The platform uses conditional call forwarding to intercept calls when businesses are unavailable. The AI screens callers based on service area, pricing, and operating hours to filter qualified leads. Emergency detection routes urgent cases to business owners, while price shoppers receive callback quotes. Real-time calendar syncing prevents double-booking. Built-in safeguards prevent the AI from inventing prices or making unauthorized commitments. Setup requires minimal input from users. The provider handles configuration and ongoing monitoring. Monthly service includes system maintenance, call transcript summaries, and CRM notes.

klokin is operations management software that streamlines time tracking, shift scheduling, and payroll preparation. The platform consolidates shift planning, time registration, documentation, and wage data into one system, reducing administrative overhead. GPS-based check-in captures accurate time data as employees arrive at job sites, with shifts, addresses, and tasks pre-loaded into the mobile app. Employees can access assignments, create documentation, and link photos and notes to specific tasks. Managers monitor attendance, shift deviations, and documentation across accounts, addressing issues such as absences to prevent service disruptions. Time entries and wage data are organized for payroll processing, eliminating manual corrections. klokin integrates with existing tools, simplifying workflows and enhancing oversight. The software provides visibility into operational issues while they can still be addressed, helping to maintain service continuity.