Client & Task Tracking System (CATTS)

A web-based CRM & Task Tracking System

People using CATTS on their computers.

Overview

We designed our web-based Client and Task Tracking System (CATTS) under the same premise as our industry acclaimed web-based Document Generation & Management (DGEM) System with a heavy focus on the integration of plan document and 5500 data stored in the DGEM system. This “real-time” data flow allows you and your staff the ability to see an up-to-date and comprehensive picture of your clients, contacts, and plan information.

Features:


At a glance views of your filing deadlines, events, tasks and staff schedules. All in one place – clients, cases & contacts.
Produce a variety of prepared reports or create custom reports.

Keep track of projects and tasks by client and by administrator.

Manage case projects and their associated tasks by using project templates or creating your own custom templates.

Create unlimited custom fields!

Find cases based on the plan spec criteria you specify. Query sub-sets of clients, for example:
based on plan year end or safe harbor status.

Create Forms and Email Templates for plan sponsor communication. Merge Client, Case, and Contact information with documents. Delivery to individuals by defined contact role.

CATTS is integrated with ASC’s Plan Documents, 5500 and DC/401(k) Systems!
It includes 8-12 hours of CRM Consulting to assist with set-up, data import and training.
Click here for more info!