INFOtrac
FOR ACCOUNTMATE
If You Use AccountMate You Want To Know About INFOtrac

Quotes & Orders

Build quotations in INFOtrac for your customers and prospects, where ONLY orders are automatically available in AccountMate 

Order Entry.  

 

This allows Spire to do the accounting and keeps quotations alive and lost, in INFOtrac.

Integrated Not Connected

INFOtrac and AccountMate 

work as one system when they are connected.  This integration is far deeper than just connecting 

functions.

Custom Reports

Using INFOtrac's powerful integration to AccountMate, custom reports can be created using data from

both systems that are instantly available or automatically delivered by email to stakeholders.

INFOtrac Tools

Our tools give you a host of functions, from document and spreadsheet creation, to mapping company locations, internal messaging and more.

All In One Place

Quickly navigate to a company and get all their data in one place, at your fingertips

Detailed Contact Information

Start with basic contact information, then add any information you need to take care of your customers personally!

 

 

 

 

 

 

 

Our customization allows whatever you need to run your business. The contact section of INFOtrac is designed to give you limitless capability.

Customization

Our customization regime extends across INFOtrac and our open connectivity with other software applications. 

 

We work hard to ensure you only enter data once and automate time consuming functions.

We can build full applications and work flows integrated inside INFOtrac to give you fast, affordable custom solutions to efficiently run your business.

Contact Screen.jpeg
AccountMate - Sales History.jpeg
Main Screen For AccountMate.jpeg

Intelligent And Informed 

INFOtrac and AccountMate create an integrated system that becomes the heart of your business operations, just like the big companies have.  

 

Enter Data Once

INFOtrac consolidates data from AccountMate, Microsoft Office, Outlook and other software systems your business relies on so it’s centralized in one place so you only ever enter data ONCE! 

 

INFOtrac and AccountMate work together so that information is shared between both systems, eliminating the need to duplicate data entry.  This combined with INFOtrac's ability to embrace the unique requirements of your business through customization and automated work flows, provides what you need, not what our software thinks you need!  

Centralized Data

INFOtrac doesn't just connect to AccountMate, it is deeply integrated, taking on the personality of the AccountMate environment. 

 

Our integration to AccountMate is based on synchronizing data, referencing data to and from AccountMate in INFOtrac and processing functions and transactions, ensuring you never enter data more than once and you can work seamlessly from this holistic application environment!

 

Built on thousands of programming hours, INFOtrac becomes a full front-end to AccountMate, as a full business management system. 

INFOtrac works so tightly with AccountMate to provides your company with tools and functions that help you run your business:

  •   Shared company information and locations

  •   Sales quotations in INFOtrac become AccountMate       orders

  •   Sales history for customers

  •   Sales trends from AccountMate sales history

  •   Instant access to AccountMate Invoices 

  •   See customer AR aging in INFOtrac in real-time

  •   See customer order history in INFOtrac

  •   Access live inventory from AccountMate in INFOtrac

  •   Plot AccountMate customers on Google Maps in           INFOtrac

  •   Manage AccountMate vendor source documents in       INFOtrac

  •   Changes in INFOtrac and AccountMate are                   synchronized

 

INFOtrac Functions with AccountMate

All the core INFOtrac functions are enhanced with AccountMate integration, allowing INFOtrac to apply its features and functions to AccountMate customers and vendors​

  •   Record interactions, meetings, todo’s and followups 

  •   History of activity for all companies

  •   Attach all documents and files to companies 

  •   Automated merge to MS Word documents 

  •   Integration to MS Excel for instant spreadsheets

  •   Email marketing and mass mail lists 

  •   Sales quotations and prospect management

  •   Opportunity Management with sales forecasting

  •   Internal instant messaging between users

  •   Integration to phone systems

  •   Detailed search capability with on-the-fly reporting

  •   Unlimited codes to classify and group companies 

  •   Customizable for what you need - the way you need

  •   Built in custom applications for your requirement

Supercharge AccountMate with our deep integration to INFOtrac!

See The Whole Picture

With INFOtrac you get a centralized environment for all the valuable data you need to run your company through integration to AccountMate.  Add MS office integration 

and custom connections to other web or desktop applications and INFOtrac becomes the centre of your information universe.