Main > Business & Finance > Personal info managers > Practice Manager

Practice Manager is a complete contact management system designed to track every aspect of your ever growing contact list. Along with the standard list of information, Practice Manager also tracks important financial information that can be beneficial for all Reps. Complete client tracking Client Tracking for (Notes, Documents, Tasks, Billing, Emails, all History) Daily Schedule Task Manager All Events Viewer Journal Message Center (Instant Messaging) Track Phone Messages Word Processor Trade Blotter Advanced SQL Searches SQL Repository Inbox/Outbox (Email) Import/Export features Integration with Trackfolio Client/Server version available Web Server Add-on Custom Report Designer Support for Broker/Dealer Reps

Key features of Practice Manager:

• Complete client tracking
• Client Tracking for (Notes,Documents,Tasks,Billing,Emails,Call History)
• Daily Schedule
• Task Manager
• All Events Viewer
• Journal
• Message Center (Instant Messaging)
• Track Phone Messages
• Word Processor
• Trade Blotter
• Advanced SQL Searches
• SQL Repository
• Inbox/Outbox (Email)
• Import/Export features
• Integration with Trackfolio
• Web Server Add-on
• Custom Report Designer
• Support for Broker/Dealer Reps
• Client/Server version available

Practice Manager screenshot: