Address Features

Addresses and telephone numbers stored in client relationship management (CRM) software should be capable of meeting a variety of the firm’s communication needs. For example, envelopes should be printable directly from the CRM. 
In ProTracker Advantage, right-clicking on an address provides an extensive menu of capabilities, including

  envelopes, reply envelopes, shipping labels, and researching the client’s street in Google Maps™.

With the announced retirement of Junxure CRM, ProTracker Advantage can provide robust address features. For more information about migrating your current CRM to ProTracker Advantage, click on https://www.protracker.com. 

Request an online meeting to see a demo of our required minimum distribution (RMD) calculator and tracking system within ProTracker Advantage.