One complete online solution for all your business needs

Launchpad top

Consider this your company intranet portal. Users can view critical announcements, change passwords and gain access to applications they are authorized to use.

Easily manage users’ roles and access

• Manage users and establish a variety of access privileges
• You control the setup – create external users such as clients and contractors and grant users various privileges and levels of access

Don’t let employee change affect your business continuity

• Eliminate manual steps for employee transition - re-assign tasks and projects with the intuitive interface
• Built-in intelligence engine walks you through the steps of deactivation and re-assignment of users

AccountsTrak™ top

For every small business, managing customers, client projects and financials are critical concerns. AccountsTrak enables you to really know your clients, when a project is to begin, associated costs, when billing and collections are to occur, and much more.

Manage sales leads

• Manage and view detailed data on leads
• Track the progress of leads and record communication with prospects

Maintain customer relationships

• Customer dashboard with contact business-cards
• Quickly scan, search, retrieve, and update customers’ information
• Collaborate efficiently with colleagues on converting leads

Close more deals with a comprehensive sales cycle

• List and filter sales opportunities to discover opportunities that require attention
• Follow-through on your sales with a robust workflow
• Manage what data others see with comprehensive security features

Manage your contracts and financials

• Establish invoice amounts and schedules and let the system do the rest
• Automatically set up contracts from closed opportunities
• Manage contract details, upload pertinent documents, and create project teams with roles

Track billing and collections

• Never miss another invoice or payment
• Track invoices and payments and easily set up reminders

All this through a well-defined dashboard

• Key statistics that illustrate the health of your business
• Year-by-year trends of your company’s bookings, pipeline, billing, and collections

AssetTrak™ top

Faced with significant capital requirements and start-up costs, biotechnology start-ups must employ an efficient and cost-effective process of organizing and tracking assets. The AssetTrak module makes managing and tracking assets quick and easy.

Make procurement easy

• Create wish lists for items to be purchased and submit for approval
• Once orders have been received, use asset tracking to manage assets

Manage assets

• Add, categorize, and tag new assets,
• List detailed asset information (make, model, etc.),

Allocate assets

• Check out assets by assigning them to current employees
• Track when and to which employee an asset has been allocated

PeopleTrak™ top

From basic contact information to employee’s tax forms, today’s business owners want and need to keep personnel information well-organized. Focused on helping you perform the necessary internal upkeep of your company, PeopleTrak is designed to help you manage your human resources.

Know your human capital

• Capture and maintain up-to-date records
• Easy-to-use interface for all employee data
• Completely secure – you decide who gets to access the application

Eliminate paper records

• Personal information
• Contact information
• Compensation history
• Performance management
• Relevant document attachment – I-9, W-4, Direct Deposit forms, etc.

ProjectTrak™ top

A simple yet powerful tool, ProjectTrak allows you to create project plans, record tasks with complete hierarchy and predecessors, and create visually-appealing Gantt chart automatically.

Create comprehensive project plans

• Record tasks with complete hierarchy and predecessors
• Be as granular as you wish to be and use it for any size project
• Simple data entry for task owner, percent complete, level of effort

Automatic Gantt Charts

• Enter data and let the system create a visually appealing Gantt chart

Keep the focus on the finish line

• Easy view of approaching deadlines, status updates and progress
• Track milestones and progress

Export to Excel

• Easy offline sharing through export feature
• Download, email, and print

ReqTrak™ top

Success starts with requirements management. Organized by projects that you set up in AccountsTrak, requirements can be managed with an easy-to-use interface.

Manage requirements

• Enter, prioritize, and track each business requirement
• Trace requirements by’ comments, dates, and users

Categorize requirements and your work

• Easy-to-use interface for quick grouping
• Create buckets of requirements and divide work into phases

Collaborate with clients in real-time

• Ensure all users, including clients, are on the same page at all times
• No longer rely on emails, notes, or memory for project scope and requirements

Export to Excel

• Easy offline sharing through export feature
• Download, email, and print

TaskTrak™ top

Use this collaboration tool to communicate more effectively to team members by delegating, assigning, and tracking tasks, accomplishing more in order to complete the project on time and on budget. Use this intuitive tool to share critical project documents.

A complete task management system

• Create and assign tasks
• Extensive workflow for task completion - prioritize, re-assign, escalate
• Attach documents with each task for efficient collaboration

Enhance communication via discussion board

• Increase team participation via comments for each task
• Resolve issues through tracking and 360-degree cycle
• Avoid miscommunication

Complete traceability and documentation

• Changes recorded for historical purposes

Identify high-achievers (and reward them!)

• Points-based system to assign a point-value to each task
• Easy view of employees’ points balance

TimeTrak™ top

A comprehensive, user-friendly time and expense reporting system, TimeTrak gives you all the features you need to manage the time and expenses associated with your projects or business.

Complete and submit timesheets

• Hours with comments and a running total
• Table-based layout for easy entry
• Expenses with various customizable categories

Review and approve timesheets

• Notify users of timesheet submission
• Review time and expense for payroll data
• Project totals as well as day totals calculated automatically

No re-entry of project needed

• System automatically pulls all active projects for employees

Create timesheets for extended absence

• Interactive layout for easy entry for special circumstances