The best feature of the CRM is that only fields with data entered show up once a project has been submitted. This means you no longer need to scroll through lines of blank fields to find exactly what you need.

ProTRACKPlus starts with a robust ‘Customer Relationship Manager’ or CRM module to help you manage Projects, Contacts and Companies in one spot. A large selection of fields appears to capture as much information as you may know when you begin a file. There are no mandatory fields that force you to make unnecessary entries. The CRM also captures Project Data, Project Benefits, all Resources, Interactive Notes, and has a Task manager. There is an intuitive Search field to help you locate exactly what you need in a particular Project, Contact or Company.

Customer Relationship Manager

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