absoluteBUSY Reviews

ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.

Online business can help you maximize your potential. Our fast workflow will allow you to benefit from our ability to maintain your computers and software, keeping your data safe and backing up every night. SalesSystemCRM gives you access to all of your sales opportunities, contacts and documents from anywhere you have internet access. You don't need to install any software; all you need is an internet connection and the current web browser. SalesSystemCRM allows you and your staff to process your sales as efficiently and quickly as possible, allowing you maintain excellent customer relationships. SalesSystemCRM's Contact Management allows for easy tracking of all your customers' accounts as well as sales activities. The extensive Contacts search allows you to target exactly who you are looking for, when you need it.