This review was last updated
This CRM Review examines ProTracker Advantage®.
In-Depth CRM Review
ProTracker Software, Inc.
6 Merrill Industrial Drive
Hampton, NH 03842-1970
CRM Category: Field Sales Support – Cloud
Vertical Solution: 523920 – Financial Services
Seats: Small/Medium Business
About the Company:
About the Product:
More prospects signing contracts to become clients, more clients achieving their goals, fewer forgotten or overdue tasks…
Regardless of how you define it, you are in this business to be profitable. You can use ProTracker Advantage® to help you in these areas:
Manage your Clients: Record every useful detail. Track every event in the history of your relationship–every email, letter, task, meeting, recommendation. Create printed or electronic files of the stored information. Be confident!
Manage your Practice: Set up marketing campaigns and check progress. Automate Required Minimum Distribution (RMD) calculations and track withdrawals. Define standard workflow processes. Monitor task completion by self and staff. Produce reports needed for regulatory compliance. Look for trends across all clients and/or prospects. Be in control!
- Helps you manage your tasks and your relationships.
- Synchronizes contacts, appointments, tasks with Outlook and indirectly with PDAs.
- Organizes financial, life planning, and estate information for clients.
- Manages emails, scanned, and other electronic documents.
- Provides many standard reports and a custom report builder.
- Expedites communication with individuals, clients, and groups via email and printed mailings.
- Imports from portfolio management systems and accounting software.
- Calculates complex Required Minimum Distributions (RMDs).
- Allows remote access.
- Offers fast navigation and an intuitive interface.
- Provides Marketing Campaign management and analysis.
- Facilitates regulatory compliance.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of ProTracker Advantage®:
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If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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