Q: What is Trakeze?
Trakeze is an application suite developed with entrepreneurial businesses in mind.
Developed with our in-depth business know-how and valuable customer feedback, this
powerful application suite helps you to track your entire business, automatically
carrying every relevant piece of information through each component.
With employees, contractors, and clients as users within your customized intranet,
you can start to enter prospects, leads, customers, manage sales opportunities and
contract financials.
Managing the execution of your client projects will never be the same.This seamless,
completely integrated, comprehensive yet simple application will walk you through
every required step as you move from one module to the next.
A truly business-wide management system
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CRM, Sales, Contracts, Project and Task Management, HR and Timesheets
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Suite of six applications with only one environment and a single login to work with
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Robust security framework with easy management of user permissions
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Completely web-based - access your information anywhere, anytime, in a secure manner!
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Sleek design and intuitive layout
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Click here to check out the latest prices!
A: The seamless application for managing your business.
AccountsTrak
For every small business, customers, client projects and their financials are key
elements. Often an obstacle can be to manage your customers, sales, projects and
invoices. It requires knowing your clients, when a project is to begin, how much
it costs, and when billing and collections are to occur.
AccountsTrak enables your organization to:
Manage sales leads
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View and manage all your leads including various details
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Track the progress and critical details for each lead
Maintain customer relationships
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Customer dashboard with contact business-cards
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Quickly scan, search, retrieve and update customer/contact information
Close more deals with a comprehensive sales cycle
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List, quick filtering of sales opportunities, retrieving opportunities that require attention
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Follow-through on your sales with a robust workflow
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Additional security to restrict the data other users see
Manage your contracts and financials
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Wizard to help you set up contracts from closed opportunities automatically
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Establish invoice amounts and schedules and let the system do the rest
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Contract details, upload pertinent documents, create project teams with roles
View and track billing and collections
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Never miss another invoice and payment
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Track invoices and payments and setup reminders
All this through a well-defined dashboard
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Key statistics to show the health of the business
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Year-by-year trends of your company’s Bookings, Pipeline, and Billing & Collections