Client Care

Your client information, always at your fingertips

A mobile solution designed for financial services professionals who need secure, organized access to client information on the go. Manage your clients efficiently from anywhere, anytime.

App Features

Main Page

Main Page

The central hub where all client management happens. Access and manage your clients efficiently with powerful search and offline capabilities.

✓ Search clients by name or phone number
✓ View comprehensive client information
✓ Edit client details with one click
✓ Offline access - search and view cached data
✓ Quick access via FAB button to create new clients
✓ Real-time synchronization when online

Profile Page

Your navigation center for all app functionality. Admins have full control while members access essential features for client management.

✓ Access all app sections from one place
✓ Admin: Full access to all features including subscriptions and database
✓ Members: Access to client management and support
✓ My Clients: Quick access to your dedicated clients
✓ Account and company settings
✓ Direct support access

Database Page

Database Page (Admin Only)

Powerful CSV import and export functionality for efficient data management. Download templates and bulk manage your client database.

✓ Download CSV template for proper formatting
✓ Import client data in bulk (requires internet connection)
✓ Export all client data for backup
✓ Auto-update existing clients on import
✓ Semi-colon separated format for multiple values
✓ Note: Insurance data (Providers, Products, Policy Numbers) can only be updated via CSV import

Create Client Page

Manually add new clients with comprehensive details. Accessed via the FAB button on the main page for quick client creation.

✓ Add personal details (name, email, phone)
✓ Manage multiple insurance plans
✓ Track providers, products, and policy numbers
✓ Record medical insurance information
✓ Works offline - syncs when connection restored
✓ Clean, intuitive form interface

Create Client Page

Download Client Care

Available on iOS and Android

Download on the App Store

GET IT ON Google Play