In order to demonstrate the power yet simplicity of Clientracker, we have enabled a demonstration version of the system containing test data only. This is the actual system except for a couple of menu items (such as Benchmarks) which require a registered system in order to function.
Below you will find a selection of links to specific sections of the demonstration version. To return to this page once you have viewed the demo, click
‘Exit Demo’ on the menu bar. |
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Reports |
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Below you will find links to demonstration pages for many powerful reports
(including the unique Business Value Report), all date range driven by you, providing all your key information and more, at the click of button. |
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Add /
Edit data |
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As you will see, everything is easy and intuitive, for instance,
Adding a Client, Searching for a particular Policy attached to
a client and then
Editing a Policy with any changes. |
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FREE TRIAL |
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If you have had a look at the demonstration version and would like to try the system before purchasing it, we are currently offering a free three month trial.
Click on the link below to register for this trial. |
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Management |
- where you can monitor and change the income details for any Policy for a particular client.
The other items that appear under Management are
particularly useful as you begin to see some of the
built-in functions and facilities of the system:
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Reminders |
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You will notice that the incredibly useful business Reminders are instantly available without having to go through numerous sub-menus.
You will see how policies appear in Reminders as: |
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Other Reminders: |
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QUICK
LINKS |
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