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Q-Trax is our entry level CRM solution, but it certainly doesn’t have entry level features. Are you still using paper to track referrals, tasks and pipeline activity? Q-Trax can manage all of these accurately and efficiently in one easy-to-use browser based system.
In addition to providing you with a fast snapshot of your activity, Q-Trax includes several reports that provide you with an analysis of each type of activity by office, employee, product, task type, and more. All of the reports are conveniently saved into a worksheet that is easy for you to modify and enhance. Adding your incentive calculations will be a snap, enabling you to save hours of work each month.
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Q-Trax uses browser technology. Load Q-Trax onto your server, and you can grant access from any pc or smart phone (i.e. Blackberry, I-Phone, etc.). Your officers in the field can enter a task for a customer, and have it completed by someone else before they’ve left the customer’s office.
Q-Trax even includes a simple referral entry App for your tellers that can be integrated with your teller platform system!
Is this the year that your institution throws away paper forms and embraces the advantages of automation? The benefits of doing so are many, and now you’ll be able to easily track your efforts and manage to results.
Download the Brochure here.
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