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If your current software solution is not optimized to allow you to easily manage your data, financial transactions and client communication, let's talk. 

Laptop with CRM software on the screen
Image shows "ServiceTrac" and is the name of a software service we provide

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.

Man and woman sitting down shaking hands
Three coworkers sitting at a desk reviewing work
Tablet or iPad with CRM software on the screen
Image reads "FlexNote" and is the name of a service we provide

Optimize client communications.

Enhance internal and client communications with a user-friendly yet sophisticated set of FlexNote messaging features for premium quality communications.

Laptop with CRM software on the screen
Image reads "LeadTrac" and is the name of our CRM software

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.

Woman looking at her phone while sitting at her desk smiling

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

texting initiatives.

Learn more
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