Professional Services CRM

A Professional Services CRM Solution with a Comprehensive Customer File System, Tools for Managing Contracts, Activities and More.

Customer profiles contain crucial data, including contacts, billing information, contracts and more

TrackerSuite.Net provides a CRM module, Customer Tracker.Net, that serves the Professional Services organization as a central, secure online database of all customer information, including company profiles, contacts, billing information, correspondence, opportunities, activities and more. Customer Tracker.Net also offers tools for generating and managing contracts, including monitoring contract renewal dates

Simplify Engagements and Communication with a Customer Portal

Through the integration of Customer Tracker.Net with the TrackerSuite.Net project management module, Project Tracker.Net, Professional Services organizations can also deploy a Web portal for designated customer contacts that simplifies the customer engagement process.

Using the Portal, customers can log in to update their own contact records, submit requests for new projects and also check the status of their ongoing projects.