While detailed company records are crucial, the individual contacts within those companies offer a more detailed view of the sales potential of each prospect or client. Most sales software fails to associate company and contact records, but ClienTracker offers a robust method of capturing and aggregating all info into a readily accessible format.

Benefits:

- Capture detailed information from your contacts within target companies
- Plan tasks and schedule events with individuals rather than associating these details with an entire organization
- Maintain relationships with key members of departments throughout your prospect and client companies
- Gather and manage more detailed information and increase sales success

Details:

Focus on Individuals, not just the Company - When you do business with a company, chances are you are working with one or two key individuals. Rather than storing all of your information in a generic company record, ClienTracker allows you to capture detailed notes for each contact. This allows you to maintain focused relationships with each person, enabling you to tap into multiple departments and leverage multiple partnerships. To streamline data storage, ClienTracker will automatically aggregate contact history and task information to the primary company record, affording you a global snapshot of account activity.
Detailed Contact Records - Build a complex record of each contact, and track history notes, future events, contact information, and more. Search records by keyword, location, and more. Create an unlimited number of contacts for each company.
Build and Maintain Relationships - Send your contacts an email on their birthday or invite them to an event based on information you track with ClienTracker. Our integrated email application makes it easy, and you calendar will be autopopulated so you'll never miss an important relationship-building opportunity!

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Please contact us today with any questions about ClienTracker.