Client & Project/Matter Management

ContactTRACER - A CRM With A Difference

What's Behind Customer Management?

Customer Relationship Management or CRM for short provides a total overview of your client / customer. Every interaction (eg. email, letters, telephones calls, attachments etc) with a client are generally added to the customer's contact or project history.

What's The Difference?

ContactTRACER is one of the first true CRM that comes fully integrated with a comprehensive time, Expense and Billing System. This means that the user has a "one stop shop" to record all information relating to a client, ensuring the integrity for both time and billing along with any business development is not compromised.

Too many different database can only lead to different data being stored in different locations. Double handling of data in one problem but more importantly data integrity between database will be compromised.

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ContactTRACER Benefits

  • Build and strengthen client relationships through effective file management.
  • With a single click of a mouse access detailed client / file information.
  • Improve your overall product and level of service.
  • Minimise client frustration by eliminating the need for issues to be recounted.
  • Integration with existing software minimises any double-handling.
  • Design and execute client / customer campaigns, assisting with cross-selling, up-selling and retention.
  • Track opportunities from initial lead through to close.
  • Manage employee calendars.
  • Financial reporting, including forecasting, sales activity & management analysis reported at company, department and employee level.
  • Workflow management and reporting ensures that all critical steps in product delivery are met in a timely manner.

ContactTRACER Software Modules

The feature rich product is easily configurable through the simple to use layouts. Modules include:-

  • Client contact management.
  • Company account management.
  • Remote access & data synchronisation.
  • Group Calendars.
  • To-do lists.
  • Email merging & management.
  • Document merging.
  • Customisable forms.
  • Extensive reporting.
  • Multi-level user access security.
  • Seamless integration with TimeTRACER.
  • Workflow mangement & alerts.