Customer Relation Management Processes

Processes

Activity Reports

Asset Management

Billing

Contract Management

Customer Relationships

Employee Evaluations

Employee Hiring

Employee Relationships

Forecasting

Integration Services

Job Costing

Lead Distribution

Marketing

Organizational Planning

Payroll

Project Management

Sales

Skills Verification

Status Reporting

Time Reporting

Simplifying Customer Relationships

Customer Tracker simplifies and improves your CRM processes. Comprehensive customer profiles place executives, managers and project staff a mouse click away from important customer information, including contact and billing data as well as important customer files.

Customer Tracker also helps generate customer correspondence, and stores correspondence in the customer folder for later reference.

The reporting features of Project Tracker and the Tracker Data Warehouse also help project managers and staff to stay on top of project issues and costs, to better inform customers of their project's status with up-to-date information.

Detailed customer profiles
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