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Project Name: Web-based Information Management & Distribution System
Client Name: First-Trans


3SI developed a lead, contact and client management system which allows CSRs to manage tickler list and contract information and commissions. Includes automatic contract generation. Includes reporting and commission tracking system. Developed in ASP and uses SQL Server 2000.

First-Trans markets merchant account processing and check processing services to small businesses. This web-based system provides leads management, contact management, profit analysis, automated contract creation. It handles inbound and outbound faxes, forms printing/emailing/faxing. Since sales representatives may be disbursed over a large area, the system also provides a since of community through an interactive forum, document distribution system and rep information lookup.

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