Products

with cloud-based software solutions & workflow automation

cloud-based software platform

leadtrac

Cloud-based platform for managing:

  • Workflows to help optimize sales 

  • Leads, lead sources, marketing campaigns and ROI

  • Sales intake, quoting, sales process management, productivity tracking

  • Agreements, eSignatures 

  • Document upload & management

  • Appointments, Tasks and messaging reminders

  • Reporting and data visualization  

Powerful software platform for managing any type of leads, business data, departments, workflows, roles, documents, tasks, reporting, customer relationship management and more...

payment plan & Financial data management

servicetrac

Financial data management 

  • generate simple or complex quotes & payment plans 

  • easily manage debts, creditors and credit report data

  • manage negotiations, settlement plans and payments

  • enjoy flexible payment processing with 3rd party payment processors, payment gateways and dedicated or special purpose account providers

  • manage credit card, ACH and NACHA payment plans and reporting

Generate quotes for services, memberships, recurring revenue models and manage financial data including payment plans, debts, creditors negotiations, settlements, financial reporting and more...

client communication 

flexnote

Cloud-based platform for managing:

  • Workflows to help optimize sales 

  • Leads, lead sources, marketing campaigns and ROI

  • Sales intake, quoting, sales process management, productivity tracking

  • Agreements, eSignatures 

  • Document upload & management

  • Appointments, Tasks and messaging reminders

  • Reporting and data visualization  

Powerful messaging technology that helps businesses communicate with their clients via email, SMS/text and audio messages based on rules, events or other triggers.

Online Client Accounts 

client portal

Online client accounts for self service and transparency and company interaction

  • secure online accounts for clients to access their account information

  • clients upload docs and files right from their account 

  • review and download agreements and other documents provided by the company

  • submit help tickets, questions or requests right from the portal 

Empower your clients and save time and money by having an online account for self service, answering questions about their account on their time. Gain credibility and offer transparency by displaying client account info. in a secure online environment. 

 

Ph: (714) 459-5815

15941 Red Hill Ave Suite #205 Tustin CA 92780