BimaLink
BimaLink is a client relationship and operations platform for insurance agencies, real-estate teams, and short-stay businesses. Manage leads and clients, keep policy and identity documents in one vault, talk to customers over WhatsApp, email and social channels, schedule appointments, and handle quotes and invoicing — all from one workspace.
Clients & pipeline
Track leads from first enquiry to closed business, keep client records up to date, and never miss a follow-up.
Document vault
Store policies, IDs and agreements against the right customer record, request documents securely, and keep an audit trail.
Unified inbox
WhatsApp, email and social conversations in one place, linked to the customer they belong to.
How BimaLink uses Google services
When you choose to connect your Google account, BimaLink uses it only for the features you enable:
-
Google Drive — with your permission, BimaLink stores and
opens only the files you pick or create through BimaLink (the
drive.filescope), so you can keep client documents in your own Drive. BimaLink never sees the rest of your Drive. - Google Calendar — with your permission, BimaLink creates and updates booking events on your calendar so appointments made through your booking page appear where you already work.
You can disconnect either integration at any time from your settings, and you can read how we handle data in our Privacy Policy.
BimaLink — built for agencies and their customers.