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Data, Finance and Communication 


Lead And Campaign Management
Organize, manage and track lead and referral sources, advertising and marketing campaigns and optimize your lead management.

Enjoy the flexbility of having customized field sets to organize data and streamline intake, enrollments and sales with LeadTrac™.  Utilize powerful, configurable workflows by department to keep employees, tasks and client relationships on track. 

  • client relationship management (CRM)

  • marketing and lead tracking by campaign and source

  • lead distribution & management

  • how agreements and documents are handled and stored

  • logs, notes, appointment reminders and tasks

  • message with clients with SMS, email & client portals

  • sending of documents for esignatures

  • tracking debts, creditors and contacts

  • negotiations and settlements

  • reporting and executive dashboard views

  • manage more data and more clients more efficiently

  • electronic signatures

  • document queues for receiving client docs 

Intake, Sales, Quoting, Document and Contract Management 
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Optimize how financial transactions and payment plans are managed. 

Connect to payment gateways and payment processors for efficient payment processing and automated communication between systems.
Gain valuable insights into finances such as company sales productivity, payment tracking, revenue, forecasting and more... 

Financial Data Management




Improve internal and client communicaton with a sophisticated, yet user friendly combination of high quality FlexNote messaging features. 

  • Email messaging 

  • Audio messaging to cell and land lines

  • Click to call

  • Video conferencing

  • Fax 

  • SMS/text messaging


Businesses and consumers are embracing text messaging. 

  • 71% of consumers say using text messaging to communicate with a business is effective.

  • 85% of customers prefer receiving text messages over a phone call or email.

  • 97% of companies found they communicated with consumers more efficiently after launching texting initiatives


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