Case Study: NexLAN LLC improves client service and productivity with INFOtrac for AccountMate

NexLAN LLC - Customer Case Study

NexLAN, LLC, an AccountMate business partner and vertical solution provider, wanted to evaluate a CRM solution that integrated seamlessly with AccountMate before recommending it to clients. The company needed a better way to manage actions, communications, support details, and lead tracking without relying on scattered Outlook tasks, sticky notes, and disconnected folders, so it tested INFOtrac for AccountMate internally.

Using INFOtrac for AccountMate, NexLAN centralized action tracking, email history, client records, internal documentation, and reporting in one system tied to AccountMate’s accounting data. AccountMate says the result was dramatically improved internal processes, faster access to customer information, and more reliable follow-up so calls and contacts no longer fell through the cracks, helping NexLAN deliver superior customer-centric service.

NexLAN LLC

Kevin Stroud

Chief Operating Officer