Custrack in its most basic form comprises of
information management, contact management, marketing management, product
management, sales & pipeline management as well as integration into e-mail and
faxing packages. To enhance these features we have several add-ons: service call
management, project and timesheet management, jobcards, sales orders, event
management, Pastel integration (for invoicing, customer information and
inventory management), SMS server to send text messages, Call Centre integration
(presently with RealConnect) as well as a Campaign Manager function.
Event Management ________
An intelligent event manager tool to help you set up a variety of events from a
small party to a multiple day, multi session event at a venue. It is integrated
with the Database Manager, Contact Manager and Workflow and Projects Manager in
Custrack and sets up budgets for the project and allocates tasks to individuals
that can be managed with the workflow component.
Business Card Scanner ________
The CardScan product has a business card scanner with an intelligent Optical
Character Recognition ability that scans a business card and then integrates the
data into your database. Once the card is scanned, Custrack looks on the
database to see if the person is there, if not it populates the screens from the
business card and with drag and drop on the fields on the screen, you can update
any incorrect data.
Service Level Agreements
and Call Escalation ________
Projects and Timesheets Management
Projects can be created with a budget and a set of tasks to be done by a certain
date. The Custrack System will then keep track of expenses and units claimed
against the budgeted items for the project. It is integrated into the Workflow
component to help individuals to keep track of their tasks over all projects.
Job Cards and Contracts
Contracts on installed
products as well as maintenance contracts can now be logged in Custrack. In
conjunction with the Support Call Module, job cards can now be created for
products installed (linked to a contract or not). Stock can be issued for a job
card - full integration with Pastel or Evolution.
Custrack has a separate module intended to manage the actions
to be performed or procedures to be carried out in order to serve your
Customers. This is done by capturing your existing procedures in Custrack
Templates and selecting a specific template whenever a task
for a specific Customer has to be performed. The selected template is used to
create a Project and the necessary steps or actions to be taken to complete
the project, are then assigned to the Project Team with due dates and / or
dependencies. The WorkBox is
then used to combine all the various project actions in the whole database. By
grouping or filtering actions, all the actions for a specific person can be seen
together. This is then used to focus resources on many different projects
simultaneously, but in an orderly fashion
The Custrack Mobile Solution- this facility offers you real time contact-,
sales- and data management across WAP/GPRS handheld devices on any mobile
network. The Custrack Mobile system provides the user
out of the office access to the database. It provides the following
- Database Management adding and editing
of customer information via the Customer Cardex Group.
- Contact Management adding of new contact
information, scheduling of appointments, looking up history.
- Sales Management adding of new sales
prospects, editing existing sales information, viewing of sales pipeline.
- Product Management adding of newly
installed product information.
- Support Call Management adding of new
support calls - allocation to technical staff, allocation of SLA procedure.
The Custrack Enterprise version,
making it possible to use Custrack remotely via the Web, is now available as an
option. It replaces the existing, but outdated Custrack Web Interface Module.
Custrack Campaign Manager
A sophisticated, database driven tool based on HTML and integrated into the
Custrack Template model, to generate and process inbound and outbound campaigns
SMS Server ________
The SMS Server is incorporated into the Custrack Server and uses a Falcom Twist
GSM modem to send text messages generated from within the various components of Custrack over the GSM network.