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INFOtrac Customer Relationship Management (CRM) manages and reports on every interaction entered for a prospect, client, supplier, contact, or branch office. It will even schedule the next appropriate interaction–enabling exceptional account management and customer service. With just a glance, you can view all the past interactions with each contact providing the ability to track activity, issues and interactions with all your clients. It will even manage your meetings, phone calls, e-mail and daily tasks.
AccountMate users can now enjoy the immense power of HubSpot CRM, integrated with AM/SQL! One of the highest-rated CRMs in the world, HubSpot provides: Full-featured management of companies, contacts, prospects, actions, notes, reminders, appointments, integrated email, quotes, sales, inventory analysis, pipeline management, analysis/reporting and more. Internet-based/runs-anywhere, low-cost subscription pricing, world-class support. RDI-Link provides deep bi-directional integration so that HubSpot performs as a “module” of your AccountMate system. Read More