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INFOtrac for AccountMate is fully integrated with AccountMate’s accounting software. Non-accounting users can view any accounting data you allow along with detailed contact information. The Quotation module allows quotes or bids to be created from INFOtrac that can be converted into orders with one button by your Customer Service personnel. This avoids any chance of order entry errors.
INFOtrac for AccountMate 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.
"Customer Relationship Manager (CRM)" is part of the AccountMate 9 for SQL and Express line of products, developed by AccountMate Software.