Sales Tracking is a complete package for insurance agents and agencies. You can track your sales, documents, commission checks all in easy to use software Sales Tracking can keep track of... Sales Commission Checks Clients Balances Documents with Auto-Attach feature, scan it and dont worry about it! Clients Files And you'll be able to Print clients receipts Virtually print anything into Sales Tracking and attach it! Apply clients payments (promissory notes) See where your business going by percentage to companies and agent and more! Integrate with FSC Integrate with Quickbooks (for accounting) Generate Reports and views Distribute Tasks to the agents Automated customer Call back system! (Coming soon) Company Downloads (Coming soon - always free update)
What is new in this release:
- Version 1.3.60:
- Auto-Attach:Scan it, Sales Tracking will read the file and attach it!
- Commission Checks:Track Carriers commission checks.
- Virtual Printer:Print into Sales Tracking virtually from any page, document that support printing and attach it.
- Track Agents activities: Sales Tracking will create history of your agent's activities so you can see who is actually working.
- Client's History log:Keep record of your client's interaction with your business through client's logs with Flag option.
Limitations:
30-day trial
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