From retainers to resolutions and everything in between.
Estimates, Invoices & Payments
Quickly send estimates and invoices. Process payments online or on the spot.
Appointment Booking & Calendar
Be easily bookable online, and manage your schedule.
Customer Relationship Management (CRM)
Keep detailed patient records, and provide personalized service.
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Manage your clients and cases.
With Vimly criminal law case management software and CRM, your company can save and preserve client data while creating individual records for each client. Filter clients using custom labeling, add essential comments to client records, and keep track of your progress on each case. Communicate often by text and email, as well as through a client portal for document sharing and question answering.
Growing a small business is hard.
Without Vimly it’s impossible.
APPOINTMENT BOOKING & CALENDAR
Be easily bookable online, and manage your schedule.
Allow customers to schedule, reschedule or cancel flexible appointment slots online 24/7, so your calendar stays full and up to date. Sync your team’s calendars with Vimly so you can see their availability and maximize your productivity.
ESTIMATES, INVOICES & PAYMENTS
Quickly send estimates and invoices.
Process payments online or on the spot
Ditch the carbon paper and clunky credit card swipers. Send estimates quickly, and know when they’ve been received and read. Let clients approve them electronically and communicate back and forth, so you can get to work. Vimly roofing business software will help clients pay online while booking, upon invoicing, online, or on the spot via a mobile device.
Vimly integrates with QuickBooks, Outlook, iCal, Google Calendar and more, so you keep everything in sync.
*All integrations may not be available in all countries.
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NEVER THOUGHT WE NEEDED CRM
I didn’t think we required customer relationship management (CRM). Vimly, on the other hand, centralized all of our client data, papers, and correspondence. It is easier to discover things and answer to client inquiries in a timely fashion.
FRED |
Smith & Simpson Family Law Offices
QUICK AND EASY
Sign smarter with Vimly Signatures.
Getting electronic signatures on roofer paperwork just got easier with Vimly Signatures. Create tamper-proof templates, set the signing order and get back to work while Vimly does the rest. We’ll send daily signing reminders and automatically sync documents to the correct clients within our CRM so all your correspondences are easily organized all in one place.
