Costing & Quoting Tools
Departmental Requests
(service, parts, logistics)
Handle your data and get back to business
Handle is intelligent framework that centralizes your systems and data to drive critical workflows and actions that keep your team on track while providing you the necessary information for strategic decisions.
Standard Modules
We are experts at connecting data from a multitude of data sources and applications, so Handle can be tailored to any unique set of needs. Our clients utilize our framework to connect their application and data into a single spot for simplicity.
CRM & Account Management
Inventory & Order Management
Pipeline & Lead Management
Pre-Sales Communications & Surveys
Post-Sale Follow-up & Surveys
Workflow Management
Paperless Processing & eSign
Handle makes your data work for you
Customer Relationship Management solutions can organize data.
Handle establishes the rules that govern your ideal processes—and then creates the necessary views and workflows that team members need to do their jobs efficiently, while providing leadership the information they need to make strategic decisions.
Configure intelligent views of the information your team needs to do their job. Streamline the collection of information, generate forms, send notification and surveys, create follow-up processes, build quotes—complete these routine tasks and much more without having to think twice. The process flows exactly as you’ve designed it to.
When you remove manual decisions, users feel empowered and leadership won’t need to police the process. With Handle, the work is automatic.
The Handle framework is designed to…
Let us show you how to shrink your process
Our experts will assess your immediate data challenges and show you how Handle can simplify and streamline your operations.
Contact Us
©2022 CustomerTrax