If your current software solution is not optimized to allow you to easily manage your data, financial transactions and client communication, let's talk.
Optimize quoting and payment plans.
Effortlessly create quotes for your clients covering one or multiple programs or services, and manage monthly recurring payment plans, drafts, and settlement plans with ease.
Optimize client communications.
Enhance internal and client communications with a user-friendly yet sophisticated set of FlexNote messaging features for premium quality communications.
Your business works with data.
Optimize how it's managed.
Maximize efficiency and streamline data organization with LeadTrac™'s customizable field sets for intake, enrollment, and sales processes. Utilize department-specific, configurable workflows to keep employees, tasks, and client relationships organized and on track.
Have you incorporated SMS / text messaging?
of consumers say using text messaging to communicate with a business is effective.
of consumers prefer receiving text
messages over a phone call or email.
of companies communicated with
consumers more efficiently after