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ClienTracs is the only cross selling, referral tracking and client management solution that incorporates the knowledge and expertise from more than two decades each of sales and systems design experience. The system enables relationship managers to quickly build and effectively maintain client profiles and financial priorities. It then maps the client data to suitable products. Once applicable products are identified, referral leads are routed to the appropriate product specialist. A sales pipeline is automatically built, complete with process management tools such as time-driven reminders and action items designed to track progress and close sales in a minimal amount of time. ClienTracs' comprehensive suite of reports also enables key sales performance metrics to be defined and followed.
Choose which ClienTracs solution fits your organization.
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