CUSTOMER

MANAGEMENT

Centralized Customer Relationship Management

Activity History

With one click, see all the documented activity for the selected company and contacts so you have intimate knowledge of your customers needs, inquiries and situations.

Attached Documents

Attach any and all documents, including emails to companies and contacts, adding to the centralized, easy to access data.

INFOtrac Profiles

Our powerful profile system lets you add screens of information, work-flows and custom applications designed for your unique requirements.

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.

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All Your Customer Data

At the heart of INFOtrac is a powerful and
flexible Customer Relationship Management (CRM) system.

The concept of “CRM” is based on the ability for a software system to collect all the information about your prospects, customers and vendors and make it available on demand before, during and after interacting with these companies and contacts.

“CRM” is only the beginning of how INFOtrac helps you run your business with instant information and automation, eliminating the need to enter data in multiple systems.

INFOtrac’s centralized environment gives users instant access to all the information and status conditions for the companies that you do business with, such as:

•  Company contact information
•  All company contacts, past and present
•  Referral sources and marketing activity
•  All recorded activity history
•  All upcoming activities & scheduled events
•  Sales forecasts and opportunities
•  Valuable sales history
(requires accounting system integration)

•  All document attachments
•  All email history (with MS Outlook integration)
•  Unlimited status and grouping capabilities
•  Custom screens & data unique to your business

Accounting System Integration

Supercharge INFOtrac with our deep accounting system integration.  INFOtrac is connected to AccountMate and Spire accounting Systems.

Microsoft Office Integration
Use MS Office with INFOtrac through merge functions for Word and Excel. Integrated contacts and email with Outlook for one connected system.

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 MS Office our selected accounting software and custom connections to other web or desktop applications.