First Tracks Software Official Web Site Business Processes on Demand CRW and SIS - Hosted Solutions
Customer Relations on the Web Service Insight Systems
 

 

 
 
Customer Relations on the Web (CRW) is a web based CRM software application provided on a subscription basis. No installations necessary. Simply subscribe at a low monthly fee and let us take care of the IT headaches for you.

Depending upon your needs, subscribe to one or all of the modules available. We have developed a number of standard modules and because of our refined CRMod (Customer Relationship Module), we are able to develop new customized modules for our clients in a very rapid manner.

If you are interested in having a CRM application or other type of tracking system implemented on your own hardware, contact us for a installation quote. Installations are done on your existing hardware (provided it meets requirements). CRW installations are provided on a subscription basis and include offsite backup, basic support, and remote emergency restoration.

Modules Currently Available:

        Website Tracking
        Clients and Contacts
        Email Templates
        Activities
        Files and Reports
        Products and Services
        Invoices
        Survey Center - Available with Service Insight Systems

Upon subscribing, CROW modules are accessed through the Account Access section of the First Tracks Software website.

Module Descriptions:

Website Tracking
Allows user to control and monitor traffic on websites hosted by First Tracks Software.

Clients and Contacts
Simple database application for keeping track of Companies and the people who work there. This module integrates nicely with the Website Tracking Module, allowing potential customers to "Register" through your website, automatically entering them into your CRM database.

Email Templates
Allows user to create and store email templates and process emails through a designated mail server. Integrates with Clients and Contacts, allowing the user to use templates to send emails to contacts in the Contact database, merging contact information into the template in the process.

Activities
Requires subscription to "Clients and Contacts"
Allows user to schedule activities such as Calls, Emails, Meetings, To-Dos, and Notes. Integrates with Clients and Contacts, providing user with scheduling and history of activity relating to Clients and Contacts.

Files and Reports
Requires subscription to "Clients and Contacts"
Allows the user to post files to an internet server for storage. Integrates with Website Tracking, Clients and Contacts providing download access for Contacts through an Account Access section of your website.

Products and Services
Requires subscription to "Clients and Contacts"
Allows user to track products and services, prepare estimates, quotes, and track the production and sales process. Integrates with Website Tracking, Clients and Contacts, allowing the user to prepare quotes and track production and make them available to contacts through an Account Access section of your website.

Invoices
Requires subscription to "Clients and Contacts" and "Products and Services"
Allows the conversion of Quotes and Production Tickets into Invoices. Of course, this integrates with Website Tracking, Clients and Contacts, allowing the user to make Invoices available to contacts through an Account Access section of your website.

Survey Center - Service Insight Systems
Allows user to conduct mass email surveys. The module is designed to survey a set of contacts by reading the contact information from a static file and sending emails to the contacts using an email tempate directing them to a survey page where they can fill out a survey and submit the information into your database.

The proper use of this module requires training and the assistance of a First Tracks Software Consultant. For this reason, the Survey Center is only available through a Service Insight Systems subscription and requires a more detailed contract arranged with a First Tracks Software Consultant.
 
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First Tracks Software LLC | 1092 Raymer Lane | Superior | CO | United States of America | 80027 | 720 231 8819