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
View and manage all your leads including various details
Track the progress and critical details for each lead
Maintain customer relationships
Customer dashboard with contact business-cards
Quickly scan, search, retrieve and update customer/contact information
Close more deals with a comprehensive sales cycle
List, quick filtering of sales opportunities, retrieving opportunities that require
attention
Follow-through on your sales with a robust workflow
Additional security to restrict the data other users see
Manage your contracts and financials
Wizard to help you set up contracts from closed opportunities automatically
Establish invoice amounts and schedules and let the system do the rest
Contract details, upload pertinent documents, create project teams with roles
View and track billing and collections
Never miss another invoice and payment
Track invoices and payments and setup reminders
All this through a well-defined dashboard
Key statistics to show the health of the business
Year-by-year trends of your company’s Bookings, Pipeline, and Billing & Collections