ProTracker Advantage

ProTracker Advantage is a financial customer relationship management (CRM) solution, which enables businesses to handle tasks, communications, documents, workflows and more. Professionals can use the on-premise platform to gain insights into trends across prospects and clients through reports. ProTracker Advantage allows organizations to record and track client communications, generate custom reports and set up marketing campaigns according to requirements. Administrators can monitor emails, meetings, letters, documents and recommendations across the client relationship. Additionally, teams can organize life planning, financial and estate information for clients. ProTracker Advantage synchronizes data about appointments, contacts, email and other items with Microsoft ...