Customer Relationship Management

Abtrac becomes the central repository of information in the business

An essential element of this is customer relationship management. Beyond simple timesheet entries and annotations, at the job level and at the client level Abtrac users can record conversations and key client interactions. These can be grouped by interaction type. As a result of one interaction, Abtrac users can forward schedule the next encounter.

From Christmas card lists, through regular email lists down to specific client's 90 day contact cycles, Abtrac can track what happens and forward plan what happens next with reports and screens keeping all the relevant people in the loop.