DocuLogix, LLC Presents the Newest Features of PTS Version Seven

Share Article

DocuLogix, LLC announces the newest features in version seven of their Project Tracking System (PTS).

Version seven of PTS gives litigation support companies the tools to increase efficiency, enhance their customer relationships and improve cash flow.

DocuLogix, LLC, is proud to announce the newest features available in version seven of their Project Tracking System (PTS). One of the features available is an improved Customer Relationship Management (CRM) component that can help sales teams become more efficient, manage their sales pipeline, acquire new clients and expand relationships with existing customers. The CRM tool also includes access to individual calendars to view appointments and tasks, the ability to track potential deals, and create forecasts to compare on a month by month basis.

The most anticipated feature is the ability to send electronic invoices to clients via email. Receiving invoices as an email makes it easy for clients to review, approve and electronically sign after a few clicks of the mouse. This component increases the speed of payment processing and improves your company’s cash-flow.

Business managers with access to the new advanced financial features can now send their clients electronic statements, also. This cost effective solution helps your company save time, money and most importantly receive payments quicker. PTS uses advanced technology to track when the client receives the statement and when they view individual invoices. Clients have access to a PDF version of outstanding invoices saving you from sending clients additional copies upon request.

“The DocuLogix team is excited to release these new features because it will improve our client’s PTS experience,” said Terry Vaughan, owner and president of DocuLogix, LLC. “Version seven of PTS gives litigation support companies the tools to increase efficiency, enhance their customer relationships and improve cash flow.”

“We have received great feedback from our clients about how efficient it is for them to immediately have a signed PDF version of their invoices,” says Terry Reeves owner of Elite Document Technology who conducted the beta test for the new features.

Doculogix, LLC, is offering the CRM tool for free for 60 days. If you’d like more information, you can visit their website at http://www.doculogix.com.

DocuLogix, LLC offers the only commercially available software designed and developed specifically for the litigation support industry. Project Tracking Solution (PTS) was developed to help Litigation Support companies manage and grow their business while becoming more competitive and more profitable. We know that your company will benefit by having real-time information to ensure you will meet deadlines.

SOURCE: DocuLogix, LLC

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Terry N. Vaughan

Mallory Wendel
Visit website