Vitech Systems Group, Inc.

Dealflow and CRM Software

Equitrak makes it possible for you to manage all of your contacts and activities within a single solution. Dashboard access puts contact data at the touch of a button. From simple call logging to advanced workflow management, Equitrak is a complete front office solution.

Related capabilities and features include:

MS Word Integration
Outlook and Email Integration
Automated PDF Creation and Collation
Automated Document Mailings
Institutional and Individual Contact Maintenance
Call and Correspondence Tracking
Automated Reminders, Follow Ups and To-Dos
Workflow-Based Task Routing
Customized User Dashboards
Scheduling and Calendaring

Equitrak supports a broad array of contact management processes including:

Capital Raising
Deal Sourcing
Investment Monitoring
Investor Relations
Customer Service

Equitrak CRM further allows any type of document (.pdf, .doc, .rtf, .xls, .ppt, etc.) to be stored in the system and associated with the related investment, investor or contact.

Equitrak Delivers:

Store all investor and investment documents directly in the system.
Generate correspondence and mailings using simple MS Word templates.
Distribute communication vi seamless email and facsimile integration.
Equitrak CRM tracks cc's send methods, documents preferences, and all necessary contact information ensuring that the right people get the right documents.