manage your sales

Online Back Office

Access anytime from anywhere 24/7/365

Web based management and administration software system.

Manage all your customer and agent information.

Access anywhere using an Internet browser and connection.

Private label / white label your frontend and backend back office.

Use your own domain names with SSL security certificates.

Unlimited user logins with custom access levels.

All your information in one location

We keep your data safe and secure.

Define and customize your database information.

Import and export your data to and from the system.

Information transmitted and stored is encrypted.

Independent daily security check audits.

Daily virus definition updates and real-time virus scanning.

24/7 hosting, redundancy and data backup.

Automatic daily and hourly data backups.

Separate hourly, daily, weekly, and monthly backups.

On-site and off-site database backups.

Secure and redundant web and database servers.

Control access to database by limiting administrator access.

Customize user login security access and preferences.

Powerful database search capabilities

Extensive database search tools and functions.

Save time and find information quickly and easily.

All your database content is searchable.

Execute simple and complex database searches.

Add extensive data filters to your search criteria.

Search: customers, agents, payments, products.

Search your database from any page.

customers & members

Manage your customers, members, leads

Unified view of all your customer and member information.

Define your customer and member database information.

Internal and external customer and member database forms.

Add and assign customer and member to agents.

Setup multiple customer and member products with custom pricing.

Setup multiple customer and member payment methods.

View complete billing transaction history.

Extensive search capabilities to find customer and members quickly.

Add, edit and view customer and member notes.

Send custom and personalized emails with attachments.

Track customer and member calls and interactions.

Upload and categorize customer and member documents.

Automated database update tracking for each customer and member.

Track key dates: created, active, recurring, hold, inactive.

Manage your leads and prospects

Add and assign leads to internal and external agents.

Easily create and work a lead list from start to sale.

Track key lead database fields: source, next step, status.

Track leads calls and interactions.

Customize lead tracking options.

Extensive search capabilities to find leads quickly.

Import leads from 3rd party sources.

Round-robin leads between sales representatives.

Add, edit and view lead notes.

Send custom and personalized marketing emails.

Bulk email lead lists with marketing messages.

agents & groups

Manage your agents, groups, affiliates, vendors

Unified view of all your agent & group information.

Create agent & group in a tree hierarchy downline.

Define your agent & group database information.

Assign and customize product information and pricing.

Extensive search capabilities to find agents & groups quickly.

Add and append agent & group notes.

Send custom and personalized emails with attachments.

Automated database update tracking for each agent & group.

Create unlimited user logins.

Store bank accounts, licenses and credentials.

Setup internal and external representatives.

Upload and categorize agent & group documents.

Solutions for groups and associations

Unified view of all your group information.

Create groups in a tree hierarchy downline.

Define your group database information.

Assign and customize product information and pricing.

Add and assign customer and agents to groups.

Extensive search capabilities to find groups quickly.

Add and append group notes.

Send custom and personalized emails with attachments.

Automated database update tracking for each group.

Create unlimited user logins.

Store bank accounts, licenses and credentials.

Setup internal and external representatives.

Upload and categorize group documents.

Payments and Billing

Credit Card, ACH Bank Draft, Recurring Billing

Secure online payment processing.

Set up your own merchant accounts and payment gateways.

Unlimited number of merchant accounts and payment gateways.

Load balance transactions against your merchant accounts (MIDS).

Real-time credit card and debit card authorization and processing.

Real-time ACH bank drafts and echecks authorization and processing.

Accept paper checks, purchase orders, cash, wire transfers, payroll deductions.

Setup list bill invoices for group payments.

Easily customize and split product payments.

Track approved payments, declined payments, refunds, chargebacks.

Batch process payments using NACHA ACH files and custom file exports.

Reconcile payments using NACHA ACH files and custom file imports.

Payment Card Industry (PCI) and HIPAA compliant.

Automate payments and recurring billing

Recurring subscription, trial fee and one-time fee billing.

Setup custom price points and fee structures.

Setup recurring billing subscriptions.

Setup initial trial start billing.

Batch recurring billing and subscription billing.

Integrated with customer and agent product status dates.

Robust financial reporting with up-to-the-minute transaction information.

View detailed billing reports, statistics, charts.

Extensive search capabilities to find transactions quickly.

Create customized billing and transaction lists.

Filter lists and reports by agent and product.

Filter lists and reports by payment method and processor.

Setup product re-billing and step down billing.

Automated invoice and receipt generation.

Reconcile billing transactions and payments.

products & services

Setup and customize your products and services

Configure your products for your business.

Setup an unlimited number of products.

Setup internal and external products.

Setup custom price points and fee structures.

Recurring subscription, trial fee and one-time fee pricing.

Manage your products descriptions and images.

Customize products for each agent.

Configure automated workflows for a product.

Track sales by products throughout the system.

Track key products dates: active, next billing, hold, inactive.

View and export product sales reports and statistics.

Extensive search capabilities to filter customers and agents by product.

Automated product fulfillment.

Payables & Commissions

Real-time commission tracking and vendor costs

Real time vendor account payables tracking.

Track your liabilities and balances due to vendors.

Setup product vendors and their costs.

Automatic payable adjustments credits and debits.

Track vendor payments and pay electronically.

Extensive search capabilities to find payables quickly.

View and export account payables reports and statements.

Real-time commission tracking

Real time sales commission tracking.

Setup custom product commission structures.

Setup weekly, monthly, residual and one-time commissions.

Setup advanced and split commissions.

Automatic commission adjustments credits and debits.

Track commission payments and balances.

View and export commission reports.

View and export commission statements.

Pay commissions electronically.

Print and email commission statements.

Communication

Mass email, SMS text messages, print letters, electronic fulfillment

Easily communicate with your customer and agents.

Quickly and easily email a customer and agent list.

Personalize emails with your customer and agents information.

Schedule emails to be sent automatically based on customer and agent information.

Automatic confirmation, reminder and receipt emails.

Create unlimited custom and personalized email templates.

Setup HTML graphic emails and text based emails.

Insert customer and agent information to personalize.

Customize emails by product.

Add attachments and documents.

Send bulk emails to mailing lists.

Track emails sent and emails delivered.

Email marketing tools to drive customer and agent satisfaction and improve communications.

Invoices

List bill invoices for groups and individuals

Create and send elegantly formatted invoices.

Customizable invoice templates.

Brand the look and feel of invoices.

Send PDF invoices and email based invoices.

Add unlimited customer and agent products.

Automate follow up on overdue invoices.

Track your outstanding invoices.

Track invoice payment history.

Track and make invoice adjustments.

Automate sending of recurring invoices.

Impress customer and agents by sending timely invoices.

Operations

Custom workflows and processes, vendor eligibility

Streamline administration and operations.

Setup your custom workflows and processes.

Manage and market your products online.

Manage your customer and agent information in one location.

Quickly and easily view, add or edit information.

Enter customer and agents using paper, phone, fax and in-person forms.

Setup an array of product options and transactions.

Setup custom ecommerce forms and customer and agent questions.

Build product websites and secure customer and agent portals.

Create, send and track email messages.

Generate detailed reports to view and export.

Store historical customer, agent, billing, product data.

Setup users with usernames, passwords and accessibility.

Track your employees and administrators

Track your users, employees, administrators.

Automated data update tracking by user.

Track system pages users view.

Track database searches users enter.

Track reports users generated.

Track user login history.

Replicated Websites

Replicated ecommerce web sites

Build simple or complex ecommerce websites.

Create your own website template.

Multiple in-house templates to select.

Complete control of page content and text.

Personalized agent replicated websites.

Each agent receives a replicated website URL.

Use your own domain names.

Customize product and pricing display.

Multiple methods for customer and agent Enrollment.

Create websites for the general public.

Create private websites for existing customer and agents only.

Create tracking websites for marketing.

Setup Google Analytics website traffic statistics.

order Forms

Internal and external ecommerce order forms

Customize ecommerce forms for your customer and agents.

Multiple internal back office ecommerce forms.

Multiple external website ecommerce forms.

Real-time API and file import processing methods.

Define your ecommerce form questions: contact, demographic, custom questions.

Ensure information meets specified criteria before form is complete.

Instantly authorize and process credit card and ACH check payments.

Automated and personalize confirmations and receipts.

Enter customer and agents using paper, phone, fax and in-person forms.

Call Tracking and Interactions

Track support and service calls and every interaction

Monitor the interactions occurring with your customers and agents.

Track your support and service agents.

Reports on service and support questions.

Reports on user support productivity.

History of customer and agent calls and interactions.

Track service and support calls for products.

Easy to use customer and agent data entry forms.

Tools to drive customer and agent satisfaction and improve communications.

Notes

Easily add, edit and view notes, track change history

Unified view of all your customer and agent information.

Add unlimited notes to customer and agents.

Append and update notes to customer and agents.

Quick and easy methods to view notes.

Quick and easy methods to add and edit notes.

Add internal notes for administrators only.

Search on your customer and agent notes.

To Do Calendar

Personal task list todo calendars

Setup to do tasks for customer and agents.

Assign to do tasks to be handled.

Notifications and reminders.

Track open and completed to do tasks.

Set to do action date and time.

Setup multiple types of to do tasks.

Types: phone calls, email, fax, mail, meeting, payment, reminders.

Prioritize to do tasks by importance.

View to do tasks in a personal calendar.

Documents

Store and share secure documents

Store and share customer and agent and agent documents.

Securely share content as a link or a shared folder.

Share with anyone - inside or outside your company.

Easily upload and manage customer and agent and agent documents online.

Store: PDF, DOC, XLS, TXT, PowerPoint, Graphics, Video, Audio files.

Label and categorize customer and agent and agent documents.

Track and report on customer and agent and agent document submission.

Share documents with staff and customer and agents.

Secure your customer and agent and agent documents.

SSL encryption, redundant storage, configurable permissions.

Store your media content and files

Share, manage and access all your business content online.

Organize all of your content online in a familiar file and folder structure.

Easily upload and manage your documents and files.

Store: PDF, DOC, XLS, TXT, PowerPoint, JPG, GIF, Video, Audio files.

Organize all of your content online.

Share content with direct links to files and folders.

Secure your media files.

SSL encryption, redundant storage, configurable permissions.

Reporting

Extensive reporting features

Customized and standard business reports.

Unlimited access to create all your reports.

Generate custom customer, agent, sales, financial, product reports.

Develop reports containing exactly the data fields selected.

Use advanced filtering options to generate custom reports.

Produce detailed financial audit and reconciliation reports.

Create customer and agent retention reports and statistics.

Save, archive and email reports.

Export reports to multiple file formats Excel, Text, XML.

Export reports to 3rd party applications.

Analytics and business intelligence capabilities.

Import and Export your data

Export your data at anytime from the system.

Import your data at anytime to the system.

Real-time API and batch file import processing methods.

Batch process payments using NACHA ACH files and custom file exports.

Reconcile payments using NACHA ACH files and custom file imports.

Custom vendor file formats including HIPAA EDI 834 file formats.

Track administrators who import and export data.

Create and save custom data export files.

Transmit data to vendors using their real-time API.

Transmit data to vendors using their batch file import specifications.

Secure transmission of data using secure FTP (SFTP).

Secure transmission of data using PGP encryption.

Customization

Extensive configuration and customization

We offer extensive configuration and customization capabilities.

Setup your custom workflows and operational processes.

Define and customize your database information and questions.

Setup custom ecommerce forms and customer and agent questions.

Easily setup custom questions attached to your products.

Customize products, content and pricing for each agent.

Setup custom product price points and fee structures that span the agent hierarchy.

Generate reports containing exactly the data fields selected.

Use advanced filtering options to generate custom reports.

Setup custom commission and vendor payout structures.

Customize user login security access and preferences.

Create unlimited custom and personalized email templates.

Define the terminology used for names and labels throughout your system.

Private-White Label - Brand your company not ours

Differentiate your company as the preferred choice for customer and agents in an increasingly commodity-driven, better, faster, cheaper world of competition.

Your company name, NOT our name, is used exclusively.

Advanced private branding (white label) the entire system.

Private Branding allows you to customize the look and feel of your sales websites.

This feature is known as white labeling or creating custom skins.

Private label the entire back office management area.

Use your own domain names.

Use your own SSL security certificates.

Create private websites for existing customer and agents only.

Build simple or complex ecommerce websites.

Create your own website template.

Training & Support

24/7/365 live support and service

Industry knowledge and experience.

We pride ourselves on customer and agent intimacy.

Contact support and receive assistance instantly.

Free professional and friendly support via email, phone, on-site.

Live assistance through our live chat system.

U.S. and Canadian based support and development teams.

Toll-free telephone support.

On-demand after-hour emergency support.

Experienced account managers.

Professional training services.

On-site or off-site training options.

Project consulting and professional services

We offer extensive configuration and customization capabilities.

We look at your desired business outcomes and then we develop an appropriate approach that will help you achieve them.

Comprehensive set of integrated solutions that include technology, strategy, and creative services.

Flexible information technology plans to pro-actively manage your business.

Cost-effective, strategic expertise that makes your business more competitive.

Focused on building scalable, flexible, and reliable web-based solutions that ensure client satisfaction.

Professional methodology to development, helps us ensure that we deliver projects on a timely and cost effective basis.

Our commitment is to make your success our success.

About Us

Our software and industry solutions can guarantee success

Our #1 objective is to develop and deliver quality in everything we do. As a market-leading technology company this means we must deliver on-time products and services that exceed customer expectations..

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We promise to sustain the highest quality of customer satisfaction through personal accountability, professional commitment, and employee empowerment at all levels of our organization. We strive to treat all customers we encounter with courteous and prompt service, integrity and respect..

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It is our pledge to maintain a direct, forward, and frank policy in every facet of our business practices in an effort to maintain the trust of our customers..

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We vow to continually strive to improve our products and services by delivering advancements to the market that allow our customers to do their jobs more effectively. We pledge to foster innovation through an unyielding commitment to ground-breaking research and development efforts..

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As an industry leader we realize that our customers depend on our forward thinking and unique industry viewpoint in order to enable their own marketing plans. We pledge to continually and clearly publicize our corporate polices and product(s) roadmap(s) in an effort to assist our customers in navigating any changes in the technology landscape..

Solutions

Application service provider (ASP).

Association management system (AMS).

Business service providers (BSP).

Computer-telephone integration (CTI).

Content management system (CMS).

Customer relationship management (CRM).

Document management system (DMS).

Enterprise resource planning (ERP).

Management information system (MIS).

Multi-level marketing (MLM).

Partner relationship management (PRM).

Payment service provider (PSP).

Point of sale (POS).

Sales force automation (SFA).

Website management system (WMS).

Industry

Call Center.

Contact Center.

Event Registration.

Insurance Agency.

Insurance Carrier Underwriter.

Managing General Agent MGA.

Medical Billing.

Meeting Registration.

Member Association.

Network Marketing.

Non-Profit Organization.

Payment Processing.

Schools and Universities.

Third Party Administrator TPA.

Trial Fee Business.