Organized customer lists
Detailed customer files
Use Outlook to review customer profiles and histories, manage customer activities, track billing arrangements and more
Through Microsoft Outlook / Exchange, TrackerOffice streamlines the entire customer relationship management process. TrackerOffice improves and secures your existing customer relationships and helps build strong relationships with new clients.
TrackerOffice provides a centralized database of customer files, which is closely linked to TrackerOffice's project management and invoicing functions. By placing important customer information within the Microsoft Outlook client which your project managers and sales force use every day, TrackerOffice simplifies routines including the management of service issues and contact activity.
 Looking for a Web Based Solution?Customer Tracker.Net offers a 100% Web based CRM solution, which also integrates with Microsoft Outlook. Register for a Demo on Demand and try it today! |
The advantages of Outlook CRM
By leveraging the Microsoft Outlook / Exchange platform your organization has already invested in, TrackerOffice offers a comprehensive CRM solution at a much lower total cost of ownership than competing, stand alone applications.
While other applications exist which offer CRM through Outlook, TrackerOffice integrates its CRM functions with tools for project management, invoicing and business intelligence reporting, transforming your Microsoft Outlook / Exchange platform into an enterprise class business solution.
TrackerOffice CRM features
- Easy access to customer data with detailed on-line customer folders for improved customer service and sales efforts
- Manage customer activities: phone calls, emails, meetings
- Track billing arrangements and contracts
- Manage customer service issues
- Forecast future sales
- Generate proposals
