Productivity at Your Fingertips
Reduce Overhead, Increase Efficiencies, and Improve Client Communications
BureauSync is an integrated suite that covers the entire lifecycle of your clients. Now you can track leads, sell accounts, implement new clients, answer requests, and process payroll inside one secure and accessible environment. Spreadsheets, paper files, and overflowing inboxes will be a thing of the past.
Give your sales team everything they need to track leads, add contacts, and price for success.
- Activity Tracking
- Pipeline Reporting
- Product Pricing
- Quote Generator
- Client Profiles
Say goodbye to the days of excel spreadsheets to manage complicated implementations.
- Gantt Charts
- Issue Tracker
- Document Library
Customer Service Portal
Email inboxes get overloaded, teams send duplicate responses, and client issues fall through the cracks. Not anymore.
- Client Portal
- Ticket Escalation
- Historical References
Your team has to juggle clients, processes, system updates, training, seasonal questions, and more. Quickly and easily search on subjects, systems, and procedures. Find what you need when you need it.