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Track box - Ready to use software for any kind of lead follow-ups

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Features
The Track box windows and online based lead tracking system, tracks leads in real time throughout the sales cycle, from lead creation to lead closure. It pinpoints where leads are quickly converting into revenue.
Main Features of Track box
  • Lead categorization
  • Follow-ups history
  • Missed follow-ups details
  • Multi user
  • Duplicate lead filtering
  • Multiple departments
  • Multiple branch
  • Inward and out word courier tracking
  • user and department wise access control
  • Exporting of all reports to Microsoft Word, Excel and Text formats.
  • User level security with passwords that restricts users accessing all the features
  • The Software will be windows XP, Windows 7, and Windows 8 compatible,
  • More Reports and Customization will be done as per requirement.
  • Pop up notifications
    Security

The software comes with high security, user permissions can be set for different user groups and users can be given separate user passwords, each user can be given a separate view. He will be able to view only the modules where the user is permitted. The activity monitor helps us to monitor the daily activity of each user. It monitors the events like deletion, addition, modifications of records with time date of each activity.

Back up

The software comes with auto backup feature which helps it to take an auto back of all the data to a preferred location. In case of a system crash the data can be restored from the backups.

Other Features

The software is windows compatible and works on windows 2000, XP, windows Server, Vista, windows 7. It has also features like multiple window processing, multi-user,

Support

The software comes onsite support from authorised dealers or resellers and also directly from us. Outside India, support will be as per purchase terms and conditions. Updates of the software will be available for 12 months from the date of installation. Help is available via messenger services, website and E-mail. Online Telephone helpline is available from 9:30 AM to 6:30 PM.

Installation & Training

Onsite installation and training will be given. Required staffs will be trained to operate the software at ease.

Terms

  • Minimum time required for training and installation will be 2 working days if all staff list is provided for training. UFS Technologies will not be responsible for virus attack or data loss due to hardware failure or other means .

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