New wills, long-term estate planning, and all in between
Vimly legal document management software can update and manage your firm’s estate planning processes, from appointments to billing.
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.
Client
Portal
Interact with clients and share documents over a secure web gateway.
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.
Growing a small business is hard.
Without Vimly it’s impossible.
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.
CLIENT PORTAL
Offer clients an online portal for
secure communication and document sharing.
Allow clients to organize their own appointments, access powers of attorney, and make payments online. The Client Portal allows you to exchange and keep sensitive papers and medical information while also communicating with clients in one location.
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.
Powered by
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.
