CRM Applications Vertical Solutions

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INFOtrac CRM by INFOtrac

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.

RDI-Link for HubSpot CRM by RDI Consulting

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

SalesForce integrated with AccountMate by RDI Consulting

AccountMate users can now enjoy the immense power of SalesForce CRM, integrated with AM/SQL! The #1 CRM in the world, SalesForce 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 SalesForce performs as a “module” of your AccountMate system. Read More

Sales Tracker by iSOFT Systems

If you have a longer-term sales cycle and need a better way to keep track of sales leads and prospect conversations as they progress toward sales orders—take a look at how Sales Tracker for AccountMate makes it easy to do that with your existing system. Sales Tracker for AccountMate gives your sales people an easy dashboard to work from. They can track sales activity, leads, prospects, conversations, tasks and CRM (Customer Relationship Management). Read More