Software Solutions For Businesses and Law Firms
Have you optimized your business processes? LeadTrac can help.
Businesses and law firms trust us with their data, financial transactions and client communication.
"We've improved our client contact rate by 30% with LeadTrac's messaging features"
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If your current debt settlement or case management software solution is not optimized, let's talk!
TESTIMONIAL
"As a business consultant, I help my clients improve their lead management, sales processes, tracking and reporting, which results in more enrollments and increased revenue. LeadTrac is the software system that I recommend to my Debt Settlement clients."
JM - Business / CRM Consultant
Let's get optimized!
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marketing and lead management
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organize case information
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securely manage agreements and documents
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logs, notes, appointment reminders and tasks
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message clients with SMS, email & client portals
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video conference
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send documents for esignatures
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track time and expenses
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negotiations and settlements
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view reports and executive dashboards
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manage more cases, more efficiently
Give us a call or schedule a demo
(714) 459-5815
We look forward to showing you how our cloud-based software solutions are helping businesses and law firms manage more clients, more securely and efficiently.
FINANCIAL DATA MANAGEMENT
PROFESSIONAL SERVICES
Quote clients from one or multiple programs or services and generate and manage monthly recurring payment plans.
Connect payment gateways (NMI.com and Authorize.net) and payment processors for efficient payment management and automated communication between systems.
Gain valuable insights into finances such as company sales productivity, payment tracking, revenue and more...
Need help determining which business processes may be costing you time, money and cases?
Our Professional Services team is ready to help you with a clear plan to improve how you manage data, finances and communications.
We can also help you migrate your business and your data from legacy or inefficient software systems onto our cloud-based software platform.
If your client communication is not optimized, let's talk!
CLIENT COMMUNICATION
Improve internal and client communicaiton with a sophisticated, yet user friendly combination of high quality FlexNote messaging features.
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SMS/text messaging
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Email messaging
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Audio messaging to cell and land lines
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Electronic signatures
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Click to call with call recording options
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Video conferencing
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Client portals
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Fax out documents
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Document queues for receiving client docs