A CRM Software Solution that Enables Customer Relationships

Improve your CRM processes by utilizing Customer Tracker to manage contact information, track past and upcoming activities, manage pipeline and win/loss data, manage customer documentation and history, as well as manage customer contracts.

Customer Tracker eliminates the need to manually enter customer information that is already available, saving time and ensuring the accuracy and consistency of customer data. While providing an online customer file system and tools for contract management and activity scheduling, Customer Tracker also facilitates the management of customer projects and help desk services through its integration with Project Tracker and Support Tracker. This integration not only simplifies the billing and invoicing of customer projects and support issues, but also provides a Web based customer portal, where designated customer contacts may log in to submit project requests and support tickets, and review the status of the work being done for them.

Centralized Customer Information

Customer Tracker serves as a central database of customer information, accessible via the Web or email. It simplifies the work of administrators, providing a central customer directory, with comprehensive customer files.

Learn How to Simplify CRM with Customer Tracker

Customer Tracker stores all materials relating to the customer, as well as providing key CRM functions. Using Customer Tracker, organizations can:
  • Profile key contacts.
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    Customer Tracker Screenshots

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    We have spent a few decades perfecting the art of software design and development. Here are a few examples of Customer Tracker at work.

  • Schedule activities and view tickler lists.
  • Generate, distribute and store customer correspondence, including emails and threaded responses.
  • Create, store and track customer contracts.
  • View customer projects and support tickets.
  • Identify, track and manage opportunities.
  • Sales executives and administrators can leverage views of Pending Pipeline, Win / Loss, and Activity Lists.

Customer Tracker software also features:
  • Searchable customer directory, filterable by industry, customer status and manager.
  • Detailed customer files, with information on billing, responsible managers, contacts and customer projects.
  • Manage customer contacts.

Simplify Your Customer File Management

Through its integration with other Tracker Suite modules, including the Tracker Data Warehouse, it also helps generate business intelligence, including Customer Billing Reports. Or use it in conjunction with our Project Tracker, Time Tracker, Expense Tracker and Invoice Tracker software to facilitate customer projects, billing and reporting.