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
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
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.
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.
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.
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!
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.