NEXT is not just a Customer Relations Management (CRM) database, but a very powerful Practice Management Tool.  NEXT begins as an empty shell into which you can enter the vast majority of data related to your clients and your business operations, allowing you to manage them much more easily and effectively.

NEXT is an all-in-one business management tool that can facilitate the management of your firm in ways that you might never have conceived... until now.  Through the database you can:

• Empower your Sales Staff - Give your salespeople a tool that keeps them up-to-date on whom to call, when to call, and why they are making the call (i.e., initial sales call, follow-up call, or schedule an appointment, etc.).
• Access Client Data - Track your clients from the day they make their first contact with your firm.  You are also able to track their version of QuickBooks and all of the add-on services that you are able to sell them.  Have every bit of information you have ever collected from them or generated for/about them at your fingertips.
• Track New Prospects - What products do they think they need?  What products do they actually need?  What additional services will they need in the future, etc.?
• Record Firm Data - Create, track, and update informational records essential to the smooth functioning of your firm; i.e., that phone number you keep losing.
• Record Login Data - Track/access client login/password data from any location, at any time.
• Track Client Tasks - Track ongoing activities being performed by your firm, such as bookkeeping, support calls, onsite visits, etc.
• Support Portal – Allow your clients to be able to enter support tickets directly into your system without having to pick up the phone.
• Create timesheets for you and your employees - NEXT lets you track billable time and export it directly into QuickBooks.  This includes time spent on site with clients, support telephone calls with clients, or any other billable time.

If you are the owner or manager of a firm, NEXT allows you to see what has been done during the day while you may have been with clients or performing other tasks required by your position.  It is an absolute record of accountability.  Once a note is entered into the system, it is permanent.  Notes are date/time stamped with the recorder’s name.  Not only are activities for that day/week/month easily retrievable in a report on your screen, but also the status of support tickets, activities, appointments, etc.  Additionally, NEXT allows you to track client passwords and access them from any location.  And by that, we mean accessible anytime from anywhere, your desk, your client’s office, your home. 

NEXT is offered exclusively through the National Advisor Network.