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Hi John - LeadTrac is web-based CRM that may be a good option for you. There are various features and modules for different types of businesses. If you do real estate or financial services or provide legal services or just need to manage leads, clients, agreements, electronic documents, ...
LeadTrac is a great CRM. If you need to manage Lead Sources, Leads, Clients, any enrollment or retainer or other types Agreements, they can be easily imported into LeadTrac, populated with client information and sent to the client for them to electronically sign. Contract comes back into the ...
About National Data Systems, LLC
National Data Systems develops, licenses and supports web-based software solutions that help businesses more efficiently manage leads, clients, business forms, electronic files, appointments, notes, activity logs, reports, businesses processes, payments and more... Specialties: Web-based software solutions (LeadTrac CRM, ServiceTrac Payment Management, FlexNote Automated Messaging via email, audio and SMS/Text messaging. Our software is utilized by: Call Centers, Lead Generators, Marketing Firms, Debt Related Service Providers, Tax Resolution, Attorneys & Law Firms (Debt, Personal Injury, Workers Comp, Real Estate, Bankruptcy and others) as well as many others.