TrackerRMS

TrackerRMS

Verified

TrackerRMS CRM Software is a comprehensive, feature-rich Customer Relationship Management (CRM) system that provides a cost-effective option for businesses of most sizes. By automating sales processes and providing extensive opportunity management,

TrackerRMS ensures that businesses are able to keep track of every aspect of the sales cycle. With TrackerRMS CRM, leads come from a variety of sources: email, the company website, or other marketing venues. The seamless automation of many of the basic sales functions allows for sales teams to spend more time working with customers, and less time working with minute details and data entry.

One of our favorite features of TrackerRMS CRM is that users can easily search the vast database of leads using the system's advanced search criteria. Sales, leads, and opportunities can be searched by department, person, territory, and a variety of other important criteria. This helps businesses keep track of each individual buyer, ultimately leading to a more comprehensive sales process. With available notifications and alerts, TrackerRMS CRM makes sure that sales teams contact a lead as soon as possible, helping to secure more sales.

TrackerRMS CRM is a cloud-based system, so it's easily accessed via any mobile device. It's flexible enough to adapt to businesses of almost any size or industry, as long is there is a need to track leads, sales, and opportunities. The support team at TrackerRMS is known for their high standards of customer service, with an emphasis on communication and collaboration. For those seeking a CRM system that can efficiently monitor the entire sales process, TrackerRMS CRM is a robust and intuitive solution.


Cloud Deployment: No
On-Premise Deployment: No
Website: http://www.tracker-rms.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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