An online toolset, designed specifically for the payroll industry, to give you instant access to your Leads, Prospects and Clients.
BureauLink is ideal for companies that want to build dashboards and reports around their client data. With the ability to build workflows, trigger emails, and collect data from your website, we are certain BureauLink can bring value to your organization.
- BUREAU SALES
- Lead Management: Import and track activity related to leads until they become a qualified Prospect.
- Prospect Management: Track all Appointments, Tasks and Opportunities. Convert Prospect records to a Client record with the push of a button.
- BUREAU OPS
- Account Management: Track Client Tax Notices, Support Cases, NSFs' and Payroll Processing.
- Payroll Processing Schedule: Easily Track payroll by timeframe, clear visual representation of where you are in the process.
- Tax Notice Management: Store and track all related correspondence as well as easily manage trends and potential issues.
- Client Portal: Integrated customer support portal allowing your clients to submit and track their issues and tax notices.
Frequently Asked Questions
Can I customize BureauLink?
Absolutely. BureauLink is truly a customizable application. Add/remove fields, build workflows and email notifications easily. BureauLinks customer portal can be embedded completely into your existing site.
Can I generate quotes and maintain quotas?
Yes, BureauLink has a complete Sales Force Automation system to track performance. User BureauLink to automate quote generation and assign point values to activity.
What if I need a custom reports?
BureauLink allows for user to build custom reports quickly and easily. You can also schedule reports to run on a regular basis as well as automate repetitive tasks.
How are we billed?
You are billed per service bureau per month. Fees include unlimited customers and prospects.