ProTrak International, Inc

ProTrak International, Inc

  • 225 W 57th St Ste 603
  • New York, New York
  • 10019

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Description

ProTrak International is the global leader and a major innovative force in the development and delivery of Client Relationship Management software (CRM) and Sales Force Automation (SFA) to the investment management industry. Designed specifically for the investment and financial communities, our solution helps you manage your prospect, client and consultant relationships while developing and enhancing your sales process. By incorporating ProTrak software, you can increase new sales while simultaneously maintaining and developing your existing client base.ProTrak takes care of the details - from prospect/client names and contact details through to calendars, activities, follow-ups, notes, customized reports, integrated pension directories and much, much more. ProTrak helps you focus on what is important - your clients.While there are several off-the-shelf systems on the market, none address the specific concerns and issues affecting the investment management industry. ProTrak has been the leader in this field for more than 17 years. At ProTrak we pride ourselves on listening to our clients' requests and advice, and providing a truly unique, industry-driven solution. We firmly believe that we offer the best-of-breed CRM solution, as a direct result of incorporating within our product, the ideas, suggestions and requests of our many users. Many members of our management and support teams have worked in the investment management and financial services sectors, thus offering unmatched corporate and information technology experience, with industry-specific knowledge and expertise.

Products & services

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