AccTRACKER ENDORSEMENTS



What our Users are Saying





Brian Suth



Managing Director - Head of Electronic Trading at Evercore Group LLC





Having been a user of various CRM's for close to 20 years, I find AccTRACKER to be groundbreaking, innovative, and a breath of fresh air. While many CRM's overload you with valueless features that you will never use, AccTRACKER has embraced the right model to allow firms to put their efforts into what should be their core focus - their business. The product is very easy to use (extremely important as user adoption is most challenging when switching from another system), customizable, and robust.



Stephen Blatney



Managing Director, Business Development at MESA Capital Advisors





AccTRACKER is designed to just make sense, taking the confusion and ambiguity out of the CRM process. It is easy to adopt and takes virtually no time to become a proficient user. Unlike other CRM’s AccTRACKER is not overloaded with marginally useful and duplicated functions. From a management perspective, AccTRACKER’s reporting is very clear cut. It reduces time spent on administrative tasks and allows you to spend more time selling and interacting with customers. AccTRACKER is a great CRM.



Scott Carlton



V.P. Regence Home Products





I took an old world business [home textiles] and turned the sales / marketing function into the new age – complete visibility to ownership overseas /complete accountability to sale folks / ease of use / custom features that were added to handle my specific industry were terrific . And finally the total cost per user is an unbelievable value. This has been my single biggest contribution to my company since joining – The system has transformed the way the company operates.



Charles "Chuck" Garcia



Founder and CEO - Climb Leadership International
Adjunct Associate Professor - Columbia University, New York
Author - Climb to the Top (Amazon best-seller list)





I have used various CRM systems to manage the sales process. The majority of those systems were not designed by people who make their living selling. Most of the best known CRM’s are over-engineered and inefficient. It takes far too long to sort through the overwhelming number of options needed to simply and properly document the life cycle of a sales engagement. AccTRACKER was designed by sales practitioners for other sales practitioners. It is easy to use, intuitive, and very efficient. Its greatest strength is that it perfectly mirrors the sales process. The documentation is clear and concise, and you can quickly input and extract only what is relevant to efficiently support the sales process. The system is perfectly developed for organizations who want to maximize their selling time and minimize the administrative burden that comes with having to manage a poorly designed CRM. Chuck Garcia.com



Jeff Cohan



President - TC Capital LLC





I have used numerous CRM’s in my sales career. When I compare the usability of AccTRACKER to other brand-name CRM's, such as Salesforce, it’s not even in the same arena. The AccTRACKER is not just a sales tool for me and my sales team, it’s an absolute necessity ! I appreciate this CRM in the sense where at the end of each month when I feel that maybe we didn’t get our goals accomplished; I look at the reports section and I realize we achieved much more than I thought. This system truly keeps my company honest and on track. Lastly, the support team is fantastic with endless accessibility.



Joe Wells



President - 360 Delivery and Shipping





Our shipping business has many moving parts and we needed a better way than spreadsheets to organize and increase our efficiency. We initially engaged with another crm company that just didn't work out. We could not get it setup properly to address our specific needs and the cost from them would have been exorbitant to have them set it up for us.


The staff at Acctracker understood our company's requirements for organization and to manage our new sales. They set up the system to match our requirements, and did so at no additional charge. Using acctracker has been a major improvement for us whereas we now have a system, and not spreadsheets, to keep on top of our active new business. I strongly recommend them to any company that needs a system to mange their sales and operations.



Wesley Fales



Associate Intern Analyst - Investment Banking





As an intern analyst, my job responsibilities are wide-ranging and detailed oriented. The Acctracker platform has made my job exponentially smoother and more efficient due to it's user friendliness and intuitive structure. On top of that, the developers and team at Acctracker have been more than accommodating to our needs. They understood our business and provided the exact functions we need to run our business, without any additional work on our part.



Marlon Weems



Founder at Hillcrest Strategies





AccTRACKER is a customizable CRM that is a great tool for broker-dealer sales and marketing teams. The team behind the product has roots in the securities industry, and many of AccTRACKER’s features have an industry-specific feel. Unlike CRM's like Salesforce, the product ramps up with minimal implementation time, and is relatively simple to administer. I recommend AccTRACKER highly for any brokerage looking for a cost-effective solution for organizing their sales and marketing efforts.



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