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Powerful, Customizable Relationship Management System

Designed Specifically for the Payroll Industry

  • Customizable Dashboards. At a glance overviews. see the info that is important to you.

Tax Notice Management: Store and track all related correspondence to easily spot business opportunity trends or potential issues.
Sales force Automation: Track your pipeline, generate quotes and provide detailed information to convert prospects to clients.
Green Document Storage: Store all of your documents in our online virtual filling system. At your fingertips, 24/7.
Automate & Track Business Processes: Data flows in from your website, automatically populates your database and is dispersed to your process managers.
Notifications and Alerts: Automate email notificatins to staff and clients based upon custom workflows, specific actions or calendar based events.
Business Process Management: Gain control of client NSF, weekly payroll proccesss, year-end processing and conversions.




BureauLink

  • Build Customized Dashboards
  • Effortlessly Create Reports
  • Automate Data Collection & Processing
  • Build Web Ready Forms
  • Assure Productive Team Social Collaboration
  • Instant Mobile Media Access to Data
  • Integrates Support Portal into Your Site
  • Automate & Track Business Processes

BureauLink Powerful, affordable, easy-to-use Customer Relationship Management (CRM) Software as a Service (SaaS). BureauLink gives you instant access to vital information that allows you to manage your complete business process cycle (prospecting, sales, fulfillment, accounting, and expense management) with ease and efficiency.