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Average Ratings 0 Ratings

Total
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Description

Abtrac is a comprehensive cloud-based software solution designed for project management and invoicing, particularly tailored for professionals in the architecture, engineering, and construction (AEC) sector. It serves a diverse range of roles including designers, engineers, architects, planners, land surveyors, and project managers, enabling the AEC industry to enhance its operational efficiency and boost profitability. With robust features such as project oversight, work scheduling, invoicing, and detailed reporting, Abtrac empowers professionals to optimize their workflows. Additionally, it offers essential tools like timesheets, a debtors module, and seamless accounting integration, making it a versatile resource for managing various business functions effectively. This holistic approach ensures users can focus on their core activities while leaving the management intricacies to the software.

Description

Comprehensive client management software encompasses all essential features required for effective oversight of a client base, including complete trust accounting functionalities. Additionally, it includes extensive debtor management capabilities that facilitate the efficient queuing of accounts for follow-up, the modification of account statuses, the establishment of payment promises, tracking of commitments, scheduling of payments, generating letters, and maintaining permanent notes. The system also features a document imaging module that enables the scanning of images into the platform for seamless attachment to client accounts. Furthermore, it allows for the integration of delinquent accounts into a web dialer based on various criteria, supporting both inbound call handling and message dispatch to debtors, while also providing automatic updates to debtor records from the results of the dialing process. Moreover, the system supports an unlimited capacity to add new clients, debtors, employees, letters, statuses, and other essential components, ensuring that the management process remains robust and scalable as needs evolve. This flexibility ultimately enhances the overall efficiency and effectiveness of client and debtor management within the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MYOB Yes 
QuickBooks Online Yes 
Xero Yes 

Integrations

MYOB No 
QuickBooks Online No 
Xero No 

Pricing Details

$60.00/month/user
60$ / per month - 1 employee (add 15$ per extra employee)
195$ / per month - 10 employee (add 10$ per extra employee)
245$ / per month - 15 employee (add 8$ per extra employee)
325$ / per month - 25 employee (add 5$ per extra employee)
450$ / per month - 50 employee (add 2$ per extra employee)
For more details, visit https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.abtrac.com%2Fpricing
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Abtrac

Founded

1990

Country

New Zealand

Website

www.abtrac.com

Vendor Details

Company Name

CollectionWorks

Website

www.collectionworks.com

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts Yes 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Product Features

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management Yes 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management No 

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