How to Consolidate Software Tools Into One Place

writen by Victor Ocasio / [email protected] on Friday 11/25/2022
Tags: Best Practices Consolidation of Tools Software CTO Guide

As the Chief Technical Officer (CTO) of a company, it is your job to ensure that the technology infrastructure is running efficiently and effectively. Part of this efficiency is achieved by reducing or eliminating redundancies in the software tools that your team uses on a daily basis. When two or more software tools perform the same or similar functions, it creates inefficiencies and can end up costing your company time and money. In this blog post, we will discuss how you can consolidate software tools into one place in order to improve efficiency and reduce costs.

Make Thanksgiving a Global Holiday

writen by Victor Ocasio / [email protected] on Thursday 11/24/2022
Tags: Happy Thanksgiving 2022 Happy Minutes Best Practices

Even though Thanksgiving is an American holiday, we can all express our thanks to people across the earth. Let's remind them to make as many Happy Minutes as they can. Be thankful for each other and laugh a little today.

Contracts: Why You Need Them and What Happens If You Don't Have Them

writen by Victor Ocasio / [email protected] on Wednesday 11/23/2022
Tags: Best Practices Customer Contracts Protecting Your Interests

We've all been there. You're about to close a deal with a new client and you think, "Do I really need a contract for this?" After all, it's just a small project, right? WRONG. Whether you're working with a local business or a multinational corporation, any time you provide goods or services in exchange for compensation, you need a contract; and here are my reasons why:

What NOT to do When Documenting Your Customers Networks

writen by Victor Ocasio / [email protected] on Tuesday 11/22/2022
Tags: Best Practices Customer Networks Documentation

As an IT professional, one of your responsibilities is to keep track of all the devices on your customers' networks. And while there are some great tools out there to help you with this, there are also some things you should definitely NOT do when documenting your customers' networks. Here's a quick list of dos and don'ts to help you stay on track.

How to Prevent Miscommunications with Your Customers

writen by Victor Ocasio / [email protected] on Monday 11/21/2022
Tags: Best Practices Preventing Customer Miscommunications

Nobody likes to be kept waiting, especially when they're expecting a service or product from you. Unfortunately, miscommunications happen all the time, and they can cause rifts and doubt about your ability to service your customers properly. In this blog post, we'll explore some of the reasons why miscommunications happen and some tools you can use to prevent them from happening in the first place. 

How to Spot Employee Fatigue and What You Can Do to Help

writen by Victor Ocasio / [email protected] on Sunday 11/20/2022
Tags: Best Practices Employee Fatigue Productivity

As a business owner, it's important to be aware of the signs of employee fatigue. After all, your employees are the backbone of your business. When they're tired, stressed, or burnt out, it can have a negative impact on your bottom line. Here are some signs I think you should look for and some of my tips on how you can help.

How to Speed Up Employee Productivity with an Internal Process Audit

writen by Victor Ocasio / [email protected] on Saturday 11/19/2022
Tags: Best Practices Internal Processes

As the Chief Operating Officer of your company, you are always looking for ways to improve employee productivity. One way to do this is by auditing your company's internal processes. By taking a close look at how things are currently being done, you can identify areas where processes can be streamlined or improved. In this blog post, we will give you some tips on how to conduct an internal process audit so that you can make changes that will speed up employee productivity.

The Importance of One-on-One Time With Your Employees

writen by Victor Ocasio / [email protected] on Friday 11/18/2022
Tags: Best Practices Employees Trust Building

As a busy executive, it's easy to get caught up in the day-to-day grind and forget about the people who make your company run. But your employees are your most valuable asset, and it's important to take the time to get to know them on a personal level. Here are my three reasons why one-on-one time with your employees is so important.

Overcoming Failure: A Lesson in Perspective

writen by Victor Ocasio / [email protected] on Thursday 11/17/2022
Tags: Best Practices Failures

At some point in our lives, we will all experience failure. It is an inevitable part of life. However, it is how we deal with failure that defines us as individuals. Some people see failure as a negative event and allow it to defeat them. Others see it as a learning opportunity and use it to improve their chances of success the next time around. 

In this blog post, we are going to explore the latter perspective and discuss how looking at failure from two different angles—what you have already learned and what you can learn from the failure—can help you turn a negative event into a positive one. By doing so, you will be better equipped to handle future failures and, ultimately, achieve success.

Knowing When to Change a Service You Offer Customers

writen by Victor Ocasio / [email protected] on Thursday 11/17/2022
Tags: Best Practices Services

As a business owner or CEO, you are always looking for ways to improve your company and better serve your customers. But sometimes, in our quest for improvement, we can make changes that do more harm than good. So, how do you know when it's time to change a service you offer customers? Here are three questions to ask yourself before making any changes.

  1. Is there customer demand for this change?
     
  2. Will this change simplify our processes or make them more complex?
     
  3. How will this change impact our bottom line?

If you can answer "yes" to all three of these questions, then it may be time to consider making a change. Let's take a closer look at each question in turn. 

How to Build Long-Term Relationships With Your Customers

writen by Victor Ocasio / [email protected] on Tuesday 11/15/2022
Tags: Best Practices Customer Relationships

In business, it's not enough to simply acquire customers—you need to keep them coming back, again and again. Why? Because it can costs up to five times more to attract a new customer than it does to keep an existing one. So, how do you achieve this? How do you potentially build long-term relationships with your customers? Keep reading to find out.
 

How to Avoid Going Over Budget on Your Next Project

writen by Victor Ocasio / [email protected] on Monday 11/14/2022
Tags: Best Practices Projects Budgets

Going over budget is a nightmare for any CFO or project lead. It can cause delays, cost overruns, and even jeopardize the entire project. So, how can you avoid going over budget on your next project? By understanding the warning signs and taking action to prevent them, that's how. Here are eight warning signs that a project is in danger of going over budget and what you can do to avoid them.

How to Create a Data Recovery Plan for Your Business

writen by Victor Ocasio / [email protected] on Friday 11/11/2022
Tags: Best Practices Data Loss Data Recovery

Losing data can be a devastating blow to any business. In our digital age, data is one of the most important assets a company has. That's why it's so important to have a data recovery plan in place in case of an unforeseen event. Here are some best practices to follow to prevent data loss and what to do if you find yourself in that situation.

How to Best Manage Client Expectations

writen by Victor Ocasio / [email protected] on Tuesday 11/08/2022
Tags: Best Practices Client Expectations

As the CEO of a company, you are responsible for ensuring that your clients are happy. This can be a difficult task, especially when clients have expectations that are unrealistic. It is important to be able to manage those expectations so that both you and the client are happy with the outcome. Here are some tips on how to best manage client expectations.

Escalating Service Issues

writen by Victor Ocasio / [email protected] on Monday 11/07/2022
Tags: Best Practices Escalation

As a service manager, you are responsible for ensuring that service issues are resolved in a timely and efficient manner. But what do you do when the current person trying to resolve the issue can't seem to find a solution? In these cases, it is important to know when to escalate the issue to a higher level. Here are some guidelines to help you make that decision.

4 Tips to Stay on Top of Your Projects

writen by Victor Ocasio / [email protected] on Sunday 11/06/2022
Tags: Best Practices Projects

As a CEO, COO, or CTO, you have a lot of responsibility. Not only do you have to worry about the bottom line, but you also have to make sure that projects are completed on time and within budget. It's a lot to juggle, but there are some simple practices you can follow to stay on top of your projects. Here are my four tips:

Staying compliant with state and federal laws as a business owner

writen by Victor Ocasio / [email protected] on Saturday 11/05/2022
Tags: Best Practices Laws Compliancy

As a business owner, it is important to stay compliant with governing state and federal laws. This includes protecting sensitive customer data and implementing best practices to prevent consumer data loss. In this blog post, we will discuss some of the compliance requirements for businesses and how to best protect your customer's data.

How to Find New Leads for Your Business

writen by Victor Ocasio / [email protected] on Friday 11/04/2022
Tags: Best Practices Leads Marketing

If you're in business, then you know that finding new leads is essential for keeping your company afloat. But if you're struggling to find new leads, don't worry—you're not alone. The good news is that there are a few simple tricks that can help you find the leads you need to take your business to the next level. 

Meeting Your Deadlines: Best Practices

writen by Victor Ocasio / [email protected] on Thursday 11/03/2022
Tags: Best Practices Deadlines

In any organization, meeting deadlines is crucial to success. Whether it's a project deadline, a report deadline, or a sales deadline, being able to meet these timelines is essential to achieving your goals. But what are the best practices for meeting your deadlines? Here are four tips that will help you and your team meet your deadlines every time.

The Power of a Daily Team Goals

writen by Victor Ocasio / [email protected] on Wednesday 11/02/2022
Tags: Best Practices Team Goals

With any business, there are a lot of moving parts. It can be difficult to keep track of everything, and even more difficult to ensure that everyone is working together efficiently. One way to increase productivity and reduce lost prospects and projects is to set a daily team goal. 

How to Monitor Employee Performance

writen by Victor Ocasio / [email protected] on Monday 10/31/2022
Tags: Best Practices Employee Review

As a business leader, you know that your employees are your most valuable asset. You also know that their performance has a direct impact on your company's bottom line. So, how can you best monitor your employees' performance? And how often should you do reviews? Here are a few tips to help you get started.

The Importance of Documentation and Note-Taking in Improving the Customer Experience

writen by Victor Ocasio / [email protected] on Friday 10/28/2022
Tags: Best Practices Note Taking

Good documentation and note-taking practices are essential in any customer-facing organization. They help to ensure that customer inquiries are properly handled and that their issues are resolved in a timely manner. Furthermore, they can also help to improve the quality of customer service by providing a record of customer interactions that can be used for training and quality control purposes. In this blog post, we'll discuss the importance of documentation and note-taking in improving the customer experience. We'll also provide some tips on how to take effective notes and create documentation that will be useful for your team.

The Benefits of Smaller Work Groups

writen by Victor Ocasio / [email protected] on Thursday 10/27/2022
Tags: Best Practices Teams

In today's business world, the trend is to have larger work groups with more team members. However, there are benefits to having smaller work groups. Smaller work groups are more nimble and can make decisions more quickly. They are also more intimate, which can lead to improved communication and overall moral. Let's take a closer look at the benefits of smaller work groups.

The Dangers of Overextending Your Business

writen by Victor Ocasio / [email protected] on Wednesday 10/26/2022
Tags: Best Practices

As a business owner, it's only natural to want to grow your company as much as possible. After all, more customers mean more revenue, which can lead to even more growth. However, there is such a thing as growing too quickly, and it's important to be aware of the dangers of overextending your business. When you take on more customers than you can handle, it can lead to problems with customer satisfaction and retention, as well as decreased profits. Let's take a closer look at why it's so important to make sure that each customer can be properly serviced and their needs can be met. 

Why You Should Check in With Your Customers Regularly

writen by Victor Ocasio / [email protected] on Tuesday 10/25/2022
Tags: Best Practices Customer Outreach
It's important to keep in touch with your customers, even after they've made a purchase. By regularly reaching out and checking in, you can build stronger relationships, identify additional sales opportunities, and provide better customer service. Here's a look at why you should make customer check-ins a regular part of your business practice.

The Importance of Service Level Agreements SLAs

writen by Victor Ocasio / [email protected] on Monday 10/24/2022
Tags: Best Practices SLAs

A Service Level Agreement, or SLA, is a contract between a service provider and a customer that outlines the terms of the services being provided. An SLA sets expectations for the level of service the customer can expect to receive and establishes metrics by which to measure whether or not those expectations are being met. 

An SLA is important because it ensures that both the service provider and the customer are clear on what is expected of each other. This clarity helps to avoid misunderstandings and disagreements down the road. Furthermore, an SLA provides a mechanism for resolution in the event that there is a disagreement or dispute. 

From the perspective of the service provider, an SLA gives you a tool to manage customer expectations. It also demonstrates to your customers that you are serious about providing them with quality service. From the perspective of the customer, an SLA gives them a way to hold you accountable for meeting their needs. 

Creating an SLA does not have to be complicated. In fact, it can be as simple or as detailed as you need it to be. The most important thing is that it meets the needs of both parties involved. 
 

How Call Recordings Can Benefit Your Business

writen by Victor Ocasio / [email protected] on Friday 10/21/2022
Tags: Best Practices Call Recordings Voip
In today's business world, good customer service is essential for success. In order to provide excellent customer service, it is important to have a clear understanding of your customers' needs and wants. One way to gain this understanding is by listening to call recordings of your customer service team. Listening to these recordings can help you ensure that your team is on the same page with lead and account scripts, and can also help you identify any areas where your team may need more training. Here are three ways that call recordings can benefit your business.

The Benefits of a Visitor Management System

writen by Victor Ocasio / [email protected] on Wednesday 10/19/2022
Tags: Best Practices Visitor Management ERP
If you are responsible for the security of a facility, it is important to have a system in place to track visitors. A visitor management system (VMS) is a software that helps organizations streamline the process of registering, tracking, and managing visitors. There are many benefits of using a VMS, which include improved security, compliance with regulations, and increased efficiency. Let's take a closer look at each of these benefits.

The Benefits of Team Building Exercises

writen by Victor Ocasio / [email protected] on Tuesday 10/18/2022
Tags: Best Practices Team Building
When it comes to building a strong, cohesive team, there is no magic formula. However, there are certain activities and exercises that can help promote teamwork and collaboration. Team building exercises can be particularly beneficial for remote teams that don't have the opportunity to interact with one another on a regular basis.

Marketing Your Business: A How-To Guide

writen by Victor Ocasio / [email protected] on Sunday 10/16/2022
Tags: Best Practices Marketing

Marketing your business can be a daunting task. There are so many options and channels to choose from, and it can be difficult to know where to start. Do you advertise on radio? TV? Billboards? The internet? And what about social media? It's enough to make your head spin!

In this blog post, we'll explore some of the best ways to market your business. We'll also touch on some of the challenges involved in marketing, and how to overcome them. By the end of this post, you should have a good understanding of how to get started with marketing your business. Let's get started!

Knowing When to Let Go: How to Identify a Bad Investment Customer

writen by Victor Ocasio / [email protected] on Saturday 10/15/2022
Tags: Best Practices Hard Choices ERP
As a business owner, you're always looking for ways to grow your company and increase profits. But did you know that not all customers are created equal? In fact, some customers can actually be bad investments that drain your resources without providing any return. So how do you know when it's time to let a customer go? Keep reading to find out.

How to Resolve Service Ticket Issues Fast and Better Satisfy Customers with Automation

writen by Victor Ocasio / [email protected] on Friday 10/14/2022
Tags: Best Practices Service Tickets ERP
Resolving service ticket issues can be a time-consuming endeavor for any business, large or small. But with the right tools in place, automating the process can save your team valuable time and help improve customer satisfaction at the same time. Here's a look at how to resolve service ticket issues fast and better satisfy customers with automation.

What are the KPIs that Matter Most to Your Business Type?

writen by Victor Ocasio / [email protected] on Thursday 10/13/2022
Tags: Best Practices KPIs Business Goals

As a business owner, it's important to track your company's progress against specific goals, or key performance indicators (KPIs). Doing so can help you adjust your operations in order to achieve faster results per project. But what KPIs should you be tracking, and how important are they? Here's a look at some of the most important KPIs for different types of businesses.

The Importance of an Effective Meeting

writen by Victor Ocasio / [email protected] on Wednesday 10/12/2022
Tags: Best Practices
Meetings are a necessary part of any business. They are a chance for employees to come together and discuss progress, new ideas, and problems that need to be addressed. However, meetings can also be a major source of frustration for employees. If they are not well-organized or relevant, they can lead to wasted time and decreased productivity. In order to prevent meeting fatigue, it is important to have a clear purpose for each meeting and to make sure that only the necessary employees are in attendance. Additionally, meetings should be kept as short as possible to avoid dragging on and preventing employees from getting back to work.

Why You Should Be Rotation Your Passwords, And How To Do It Securely

writen by Victor Ocasio / [email protected] on Monday 10/10/2022
Tags: ERP Passwords Best Practices

Routinely changing or rotating your passwords is one of the simplest and most effective ways to reduce your exposure to a data breach. And yet, a recent study by Norton found that nearly 60% of people never change their passwords. If you're among the majority of people who have never changed their password, or if it's been awhile since you last did, now is the time to start Rotating your passwords on a regular basis. Here's why:

Managing Inventory & Asset Data with an ERP System

writen by Victor Ocasio / [email protected] on Sunday 10/09/2022
Tags: ERP Inventory & Assets Best Practices

In order to best understand how to manage asset data via an ERP system, it is first important to understand what an ERP system is. An ERP system is a software platform that helps businesses manage their finances, inventory, and other essential operations in one central system. This type of platform can be extremely valuable for businesses as it helps them to optimize their efficiency and avoid duplication of effort.

One way that businesses can make use of an ERP system is by tracking customer inventory and consumable assets. This type of data tracking can help businesses keep tabs on their stock levels, customer demand, and other important factors. Additionally, by tracking this data internally, businesses can avoid having to duplicate effort across departments. 

The Importance of Data Accuracy and How to Manage It Internally with an ERP Platform

writen by Victor Ocasio / [email protected] on Saturday 10/08/2022
Tags: ERP General News

In today's business world, data is everything. Accurate data is especially important, as it forms the foundation for making sound decisions, understanding your customers, and measuring your company's performance. Without accurate data, you are flying blind.

There are a number of ways to ensure that your data is accurate. One of the most effective is to implement an ERP platform. ERP stands for Enterprise Resource Planning. An ERP platform is a software solution that centralizes all of your company's data in one place. This makes it much easier to track and manage your data internally. It also makes it easier to share accurate data with stakeholders across your organization.

Your ERP Platform: Must-Have Features for Success

writen by Victor Ocasio / [email protected] on Thursday 10/06/2022
Tags: ERP General News

An ERP, or Eenterprise Resource Planning platform, can be a powerful tool for streamlining your business processes and improving interdepartmental communication and collaboration. However, not all ERP platforms are created equal. When selecting an ERP platform for your business, it is important to choose one that has the features and functionality you need to support your specific business goals. 

In this blog post, we will take a look at some of the must-have features that your ERP platform should have in order to set your business up for success. 

The power of SMS in modern marketing

writen by Victor Ocasio / [email protected] on Thursday 10/06/2022
Tags: General News SMS Marketing Tips
It's no secret that text messages are one of the most commonly used forms of communication. In fact, over 98% of all text messages are opened and read within the first 3 minutes of being received. This statistic alone should be enough to prove the power of SMS marketing.

LucidTrac ERP - A New Era in Mortgage Company Operations

writen by Victor Ocasio / [email protected] on Tuesday 10/04/2022
Tags: General News ERP Information Mortgage Companies

The mortgage industry has been through a lot of changes in recent years. New regulations, tighter lending standards, and the rise of online mortgage companies have all combined to make getting a loan a much different experience than it was even a decade ago. In the midst of all these changes, one company is leading the way in providing cutting-edge technology to help mortgage companies streamline their operations and close more loans. That company is LucidTrac, and their flagship product is the LucidTrac ERP (Enterprise Resource Planning) system.

LucidTrac ERP: An Ideal Fit for Property Management Services

writen by Victor Ocasio / [email protected] on Monday 10/03/2022
Tags: General News ERP Information Property Managment

Property management is a complex and ever-changing field. To stay ahead of the curve, you need a robust and adaptable enterprise resource planning (ERP) system in place. LucidTrac ERP is an ideal solution for property management services. Our dependency tree model ensures that your entire operation from individual buildings and apartment units to staff and vendors can use our system to streamline processes, improve communication, and increase efficiency.

LucidTrac - Make Your Sales Pipeline Work for You

writen by Victor Ocasio / [email protected] on Sunday 10/02/2022
Tags: General News ERP Information Sales & Marketing Teams

If you're in sales, then you know how important it is to have a good pipeline management system. LucidTrac offers ERP deal management for any organization. We even offer deal forecasting features and digital document signing. This makes our software the perfect solution for sales teams of any size. So why wait? Get started today with LucidTrac!

The Benefits of LucidTrac's Enterprise Resource Planning (ERP) Software for Sales Teams

writen by Victor Ocasio / [email protected] on Saturday 10/01/2022
Tags: General News ERP Information Sales & Marketing Teams

As a sales team, it's important to have a system in place that allows you to manage your deals and pipeline effectively. That's where LucidTrac Enterprise Resource Planning (ERP) software comes in. With LucidTrac, you can easily track your deals, forecast deal outcomes, and get digital signatures on contracts and other documents. In short, LucidTrac makes managing your sales pipeline easier than ever before. Let's take a closer look at some of the benefits of LucidTrac ERP software for sales teams.

LucidTrac - ERP Hostname & Network Management for MSPs

writen by Victor Ocasio / [email protected] on Friday 09/30/2022
Tags: General News ERP Information MSPs IT Services

LucidTrac is a powerful and easy-to-use tool that simplifies the process of managing your client's network. With LucidTrac, you can quickly and easily inventory all of the devices on your network, track changes, and manage configurations. LucidTrac also provides detailed reports about your network's performance, making it easy to identify and solve problems.

Time & Cost Analysis with LucidTrac ERP Service Ticket & Asset/Inventory Tracking

writen by Victor Ocasio / [email protected] on Tuesday 09/27/2022
Tags: General News ERP Information Service Ticketing Time Tracking

One of the most important aspects of running a service-based business is being able to track time and costs associated with each service. After all, if you can't track how much time and effort goes into each project, then how can you make informed decisions about your business? That's where LucidTrac comes in. LucidTrac is an ERP service ticket and inventory tracking system that helps businesses keep tabs on every aspect of their operations. From time and cost analysis to inventory management, LucidTrac has everything you need to run your business efficiently.

LucidTrac ERP's Seamless SMS, Email & Voice Integration

writen by Victor Ocasio / [email protected] on Saturday 09/24/2022
Tags: General News ERP Information Cloud Call Center

In a world where the customer is always right, it's important to be able to communicate with them quickly and easily. That's why LucidTrac ERP offers seamless integration with SMS, email, and voice communications. With this valuable tool, you can reach out to your customers instantly and provide them with the information they need whether it's a sales update, a marketing campaign, or simply a notification that their order has shipped. And because LucidTrac ERP is accessible from anywhere in the world, you can rest assured that your message will always get through.

How LucidTrac's Community Driven Approach Makes Us the Best ERP Solution on the Market

writen by Victor Ocasio / [email protected] on Monday 09/19/2022
Tags: General News ERP Information Custom Intergrations Community Voting

When it comes to enterprise resource planning (ERP) software, there's no one-size-fits-all solution. Every business has different needs, which means that the best ERP platform for one company might not be the best for another. That's why we created LucidTrac ERP platform that's community driven, so you can request and vote on features that are important to you and your business.

As a result, LucidTrac is constantly evolving to meet the needs of our users. We're always adding new features and functionality based on feedback from our community, which means that our platform is always up-to-date and relevant. But don't just take our word for it, here's what some of our users have to say about LucidTrac.

LucidTrac's Community-Driven Development Means You Can Request and Vote on Features for Our Platform

writen by Victor Ocasio / [email protected] on Tuesday 09/13/2022
Tags: General News ERP Information Custom Intergrations Community Voting

At LucidTrac, we believe that our ERP platform should be driven by the needs of our users. That's why we've implemented a community-driven development process, which allows you to request and vote on features for our platform.

Our community-driven development process is simple: if you have an idea for a new feature or enhancement, you can submit a request via our platform. Once the request has been reviewed by our team, it will be added to the "Feature Requests" section of our website, where other users can vote on it. The more votes a request gets, the higher it will be prioritized on our development roadmap.

We believe that this community-driven approach will allow us to build the best possible platform for our users. So if you have an idea for how we can improve LucidTrac, don't hesitate to let us know!

The Power of Community-Driven Development: How LucidTrac ERP Is Listening to Its Customers

writen by Victor Ocasio / [email protected] on Wednesday 09/07/2022
Tags: General News ERP Information Custom Intergrations Community Voting
At LucidTrac, we pride ourselves on being a customer-centric organization. We firmly believe that the best way to create a world-class enterprise resource planning (ERP) platform is to listen to our customers and give them what they want. That's why we've built our community-driven development process into our product roadmap.

LucidTrac - An All-in-One Communications Platform

writen by Victor Ocasio / [email protected] on Sunday 09/04/2022
Tags: General News ERP Information Cloud Call Center
LucidTrac, an all in one communications platform that has multiple integrations, custom programming, development tools, asset and inventory tracking, SMS/email/voice marketing, digital document signing and tracking help desk and service tracking, invoicing and payment collections. Return check & past due invoice collections. This blog will give the reader an overview of all that LucidTrac has to offer its clients.

LucidTrac - A One-Stop Solution for IT Services

writen by Victor Ocasio / [email protected] on Saturday 09/03/2022
Tags: General News ERP Information Complete Solutions

As a IT business owner, you're always on the lookout for new tools that can help your team work more efficiently. That's why we're excited to introduce LucidTrac, an all-in-one communications platform that offers multiple integrations, custom programming and development tools, asset and inventory tracking, SMS/email/voice marketing, digital document signing and tracking, helpdesk and service tracking, invoicing and payment collections, return check and past due invoice collections, and much more. LucidTrac is the perfect solution for busy IT teams who want to streamline their workflows and get more done in less time.

Interactive Design, that makes the impossible possible.
LucidTrac is a versatile and scalable cloud based ERP platform that can be deployed from one person to hundreds. With LucidTrac, you can have a smooth and seamless experience from beginning to end.

Visit our YouTube channel at https://youtube.com for help and videos about the #LucidTrac Platform.

Is our process flow efficient?

As any organization grows, it is important to take a step back and assess how things are running. Are we on strategy? Is our process flow efficient? Do we have the right people in the right roles? Do we need to make any changes in order to continue scaling effectively? These are all important questions to ask oneself in order to course correct where necessary. By asking these tough questions, we can make sure that we are always moving forward and improving as an organization. Additionally, it allows us to identify any potential roadblocks before they become actual problems. So if you're feeling stuck, ask yourself these questions and see where you can make some improvements.
  1. What are some of the ways you've automated your business? 
  2. How have you been able to reduce the amount of time you spend on administrative tasks? 
  3. What tools do you use to manage your workflow? 
  4. What systems have you put in place to ensure that your work is done efficiently and accurately?
  5. How do you handle errors or unexpected problems in your workflow?
#LucidTrac is always here to answer any questions you may have. We have a strategy and process flow for every situation. Our goal is to provide the best possible service for our clients. We are here to help you every step of the way. If you have any questions, please don't hesitate to contact us. Thank you for choosing #LucidTrac!

So, Why Our Platform LucidTrac?

LucidTrac ERP Suite is on the cutting edge of technology, delivering a cloud based customer relationship management software that is second to none. Our software is designed to be flexible and meet the needs of most businesses.

With LucidTrac ERP Suite, managing your customers, support & help desk, billing and project management needs is easy and straightforward. We are proud of our application and its ability to be molded to fit most any business needs. Our software can make managing your customers, support & help desk, billing and project management needs a snap. Contact us today for a free demonstration and see for yourself how LucidTrac ERP Suite can benefit your business.

UNLIMTED USERS PER NODE

Unlimited Node Users

#LucidTrac is an all-in-one ERP/SaaS/CRM service that offers powerful features like Click to Call, SMS Support, Service Ticketing, Email Marketing, Inventory & Asset Tracking, Network & IP Host Support, and much more.

Best of all, when you own a #LucidTrac Node you get all of these features for your node users! That's right, unlimited users for as long as you run a #LucidTrac Node. So if you're in need of a powerful and feature-rich ERP/SaaS/CRM service, be sure to check out #LucidTrac. You won't be disappointed!

Reach out to #LucidTrac today to get a demo of our platform. https://lcdtrc.link/q1chjl5

Note that having unlimited user accounts doesn't mean that every feature included has unlimited use. Some features, such as premium voice/sms/mms services, additional DIDs or additional storage, require monthly service usage payments. Overall, it is important to be aware of the different types of charges that may be associated with using a particular service in order to avoid any unexpected costs.

So, What Can LucidTrac *Replace?

LucidTrac is a versatile piece of software that can be used to replace a number of online services. It can be used for project management, time tracking, invoicing, and even file sharing. LucidTrac is easy to use and has a wide range of features that make it a great choice for businesses of all sizes. LucidTrac is also well-supported, with a team of experts available to help you get the most out of the software. If you're looking for a comprehensive solution that can meet all of your business needs, LucidTrac is definitely worth considering.
CRMS SERVICE & TICKETING PROJECTS & COMPLIANCE
Salesforce HubSpot SugarCRM Zoho CRM ZenDesk FreshDesk Monday FreshWorks LeadPages PipeDrive
COMMUNICATIONS INVOICING / ACCOUNTING ORGANIZATIONAL MANAGMENT
Constant Contact MailChimp Slack Vonage Ring Central Zapier Rocket Collector Quickbooks Cloud* DocuSign LeadPages PipeDrive Calandly Fishbowl NetSuite ERP Atera
* not all features available from the platforms above have been migrated to LucidTrac. LucidTrac is a community driven erp allowing of features to be voted on by active users.

UNLIMTED USERS PER NODE
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LUCIDTRAC BASE NODE

$300 00 /month
  • 1 Communications DID
  • Unlimited User Accounts
  • 3 LucidTrac subdomain 3x multi threading

LUCIDTRAC MID NODE

$750 00 /month
  • 3 Communications DID
  • Unlimited User Accounts
  • 5 LucidTrac subdomains 5x multi threading

LUCIDTRAC CADILLAC NODE

$3000 00 /month
  • 6 Communications DID
  • Unlimited User Accounts
  • 10 LucidTrac subdomains 10x multi threading
  • Whitelabling Included Branding LucidTrac as your Own

LUCIDTRAC MOON BASE NODE

$6000 00 /month
  • 20 Communications DID
  • Unlimited User Accounts
  • 20 LucidTrac subdomains 20x multi threading
  • Whitelabling Included Branding LucidTrac as your Own

LucidTrac ERP LucidTrac ERP LucidTrac ERP

Compare LucidTrac to other online platforms

Comparing Feature LucidTrac Zoho CRM Zendesk CRM Freshdesk CRM Salesforce CRM Monday CRM HubSpot CRM Keap CRM Sugar CRM SherpaDesk CRM
Price $300 Unlimited Users $49 Avg/Per User $149 Avg/Per User $109 Avg/Per User $125 Avg/Per User $99 Avg/Per User $99 Avg/Per User $49 Avg/Per User $45 Avg/Per User $49 Avg/Per User
Free Trial Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Support 24/7 Yes Yes No No No No No No No No
Developer API Yes Yes No Yes No No No No No Yes
Dashboards Yes Yes No Yes No Yes No No Yes No
To-Dos Yes Yes No Yes No Yes No No Yes Yes
Products & Assets Yes Yes No Yes No Yes No No Yes Yes
User Roles Yes Yes No Yes No Yes No No Yes No
2FA (Two-Factor Authentication) Yes Yes No Yes No Yes No No Yes No
Multi Method Importing Yes Yes No No No Yes No No No No
Documents & Templates Yes No No No No No No No No No
iOS/Android Apps Yes Yes No No No No No No No Yes
Statistics & Reporting Yes Yes No Yes No No No No No Yes
Storage 500G Base Node 1G 1G 1G 1G 1G 1G 1G 1G -
Monthly Payments Yes Yes No Yes No No No No No Yes
Campaigns Yes Yes No Yes No No No No No No
Exporting Services Yes Yes Yes Yes No No Yes No Yes No
Emailing Yes Yes No Yes No No No No No No
SMS Inbound/Outbound Yes Yes No Yes No No No No No No
Voice Calling Inbound/Outbound Yes Yes No Yes No No No No No No
IVR Services Yes Yes No Yes No No No No No No
Google Calendar/Authentication Yes Yes No Yes No No No No No No
Service Tickets / Time Tracking Yes Yes No Yes No No No No No Yes
Email to Service Ticket Services Yes Yes yes Yes No No No No No Yes
Time Clock / Payroll Exporting Yes No No No No No No No No No
Networking / IP & Host Management Yes No No No No No No No No No
Web Forms / Landing Pages Yes Yes No Yes No No Yes No No No
Invoice/Payment Collections Tools Yes No No No No No No No No No
Customized Programming Yes No No No No No No No No No

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