Business Software Solutions/ INFOtrac


INFOtrac for AccountMate manages and reports on every interaction entered for a prospect, client, supplier, contact or branch office. It will even schedule the next appropriate interaction—enabling exceptional account management and customer service. With just a glance, you can view all the past interactions with each contact providing the ability to track activity, issues and interactions with all your clients. It will even manage your meetings, phone calls, e-mails and daily tasks.

INFOtrac CRM features

  • Quick access to current information on clients and contacts creates a knowledgeable workforce
  • Immediate access to your clients’ complete history provides exceptional customer service and client retention
  • Easy management of past, current and future interactions with your clients, employees and suppliers
  • Automatic management of your meetings, phone calls, e-mails and tasks saves time and money
  • Perceptive reporting and analysis of pertinent, real time information provides insight into business operations, and identifies growth opportunities
  • Centralization of contacts, calendars and information keeps information consistent and up-to-date
  • Ability to share all pertinent real-time information helps to improve customer relationships
  • Calendaring and personal productivity tools to insure everyone is on the same schedule
  • Optional TAPI (Telephone Application Programming Interface) allows INFOtrac to capture data from incoming and outgoing phone calls

Sales Force Automation

Using INFOtrac for AccountMate provides you with the ability to track, forecast and manage your company’s sales activity and increase your company’s productivity. INFOtrac for AccountMate automates every step in the sales cycle and aids in the generation of new business—from lead generation and marketing management, to communication tools and the scheduling of appointments. Once opportunities have been recognized, INFOtrac for AccountMate enables team collaboration, the creation of quotes and opportunity forecasting.

Integrated Quotation Module

INFOtrac for AccountMate offers an additional option Quotation Module that increases productivity of your sales force and your order entry staff. It ensures that quotations are accurate and up-to-date. The Quotation Module takes inventory pricing and descriptions from the data in the accounting inventory file ensuring that this information is exactly the same as the information normally accessed in the Sales Order module.

INFOtrac for AccountMate provides

  • Complete Sales Forecasting
  • Sales Force Productivity Tools
  • Lead Management
  • Productivity & Profitability Analysis
  • Marketing Campaign Management
  • Telemarketing Follow Up Tools
  • Win / Loss Sales Analysis
  • Crystal-based Reports
  • Price quotes

Superior Customization

INFOtrac for AccountMate is designed to be customizable so it follows your own business processes. Different departments and users have different needs. Utilizing the standard “Screen Designer” feature, an individual user can create information screens that are unique to their needs. The ability to design screens around their working needs provides a more innate workflow process, which provides workers the ability to get their work done more quickly and efficiently—boosting productivity.

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