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"
If your current debt settlement or case management software solution is not optimized, let's talk!
"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!
marketing and lead management
organize case information
securely manage agreements and documents
logs, notes, appointment reminders and tasks
message clients with SMS, email & client portals
send documents for esignatures
track time and expenses
negotiations and settlements
view reports and executive dashboards
manage more cases, more efficiently
Give us a call or schedule a demo
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
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!
Improve internal and client communicaiton with a sophisticated, yet user friendly combination of high quality FlexNote messaging features.
Audio messaging to cell and land lines
Click to call with call recording options
Fax out documents
Document queues for receiving client docs