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What is iFastrack?

Access your insurance management system from any device with internet connectivity, ensuring a smooth web-based experience. Customize your insurance requirements to fit your needs, including the option to modify specific policy conditions, limit terms, or additional stipulations as needed. Employ a report scheduler to monitor various Certificates of Insurance (COIs) for each vendor or subcontractor, and link these COIs to designated locations or properties. The newly integrated Email Processing and Tracking System, which is available only in the cloud, significantly improves communication and management processes. Keep track of expired or soon-to-expire certificates using the Certificates Dashboard, and easily visualize your certificate statuses through the Statistics Dashboard. Enhance your organizational efficiency by managing different entities, certificate holders, divisions, centers, or properties independently. Import vendor and insurance information effortlessly while maintaining a history of PDF letters and developing customized letter templates. Confirm carrier minimums through effective carrier rating data imports, and enjoy the convenience of exporting data in multiple formats. Optimize compliance management with automated printing or emailing of non-compliance notifications, and benefit from extensive search and reporting capabilities. Furthermore, integrated video training provides users with the resources needed to navigate the system effectively and harness its full range of features, ensuring no aspect of the platform is overlooked. This comprehensive approach guarantees that all users can make the most of their insurance management experience regardless of their technical background.

What is Abacus CRM?

Abacus's CRM software offers users a consolidated platform to oversee all essential information related to customer relationships, ensuring that no important details are missed. This centralized approach is advantageous for both employees and clients, fostering a strong information ecosystem. By enhancing relationship management, the CRM cultivates trust among all parties involved. The data collected, encompassing addresses and customer specifics, can be effortlessly leveraged by other Abacus applications thanks to its compatibility with the Abacus ERP system. Such integration streamlines related processes, significantly minimizing the time and effort necessary for data handling. Additionally, the Abacus CRM database is designed to be customizable and accessible to all authorized personnel or departments. The CRM portal improves user experience with features like full-text search, customizable selection lists, and various filtering options, making it simple to find specific customer information. Access and input rights help maintain high data quality standards, while division-level access controls provide an additional security layer. This thorough approach to managing customer relationships not only empowers organizations to utilize their data effectively but also enhances the overall client experience. By leveraging these tools, businesses can achieve a more streamlined workflow and foster stronger connections with their customers.

Media

Media

Integrations Supported

CAQ.Net
Google Maps
Microsoft Outlook
PayNuts

Integrations Supported

CAQ.Net
Google Maps
Microsoft Outlook
PayNuts

API Availability

Has API

API Availability

Has API

Pricing Information

$499 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

GG-One Software

Company Website

www.ggonesoftware.com/ifastrack-features

Company Facts

Organization Name

Abacus

Company Location

Switzerland

Company Website

www.abacus.ch/en/products/administration-sales/crm/overview

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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