Spreadsheets Are So Last Century!
Bringing businesses, introducers & Clients together
If you’ve been struggling to keep track of cases and referrals, or if introducers have been forgetting to send them, trackerhub is the ultimate one-stop, time-saving solution you’ve been dreaming of.
What is trackerhub?
trackerhub has been designed for Advisers by Advisers and their Business Associates to help streamline the referral, tracking and communication processes on new leads. We include features that enable team-wide lead progress updates, platform based messaging between parties, Adviser invoice generation, performance reporting as well as B2B referral capability and a Client Portal with in-built document management tracking.
We know that your referrals are valuable to your business and with trackerhub, your Introducers and clients will always know where their case referrals are upto without you spending hours providing updates. trackerhub’s got your back so you can start focusing on what you do best!
Latest Case Studies
Case Study #1
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Pricing
Economy
Lowest Price
£35.00 /month*
Per User.
trackerhub’s ready built Product status selections will let you keep tabs on where every lead in your firm is upto.
Let your clients send / receive secure messages and track the progress of their products in real time, 24/7, allowing you to get on with your day.
trackerhub will prompt you when your Product related fees and commissions are due in as well as when splits are due out to your Advisers and referrers.
Got a lead requiring a service you don’t offer? trackerhub’s growing community of subscribing firms will enable you to refer, earn, and track progress within your own platform.
See your leads drop into your unique Lead Pool, enabling your advisers to dive in at any time to start your clients on their journey.
Let trackerhub support your team with Compliance reminders and flagging cross-sales opportunities with status-linked workflows, prompting the next steps via trackerhub’s tasks feature.
Terms & Conditions Apply
*Introducer Boost – for £10 extra/month – Give 20 introducers their own dashboards to easily refer and monitor their own leads
Premium
Most Popular
£45.00 /month*
Per User
trackerhub’s ready built Product status selections will let you keep tabs on where every lead in your firm is upto.
Let your clients message you, track and share documents securely and watch the progress of their products in real time, 24/7, allowing you to get on with your day.
trackerhub will prompt you when your Product related fees and commissions are due in as well as when splits are due out to your Advisers and referrers.
Got a lead requiring a service you don’t offer? trackerhub’s growing community of subscribing firms will enable you to refer earn and track progress within your own platform.
See your leads drop into your unique Lead Pool, enabling your advisers to dive in at any time to start your clients on their journey.
Let trackerhub support your team with Compliance reminders and flagging cross-sales opportunities with status-linked workflows, prompting the next steps via trackerhub’s tasks feature.
Upload and share documents between you, your introducers, and your clients, and keep them safely filed against the case they relate to (unlimited storage (with reasonable use)).
Terms & Conditions Apply
*Introducer Boost – for £10 extra/month – Give 20 introducers their own dashboards to easily refer and monitor their own leads
Elite
Full Package
£70.00 /month
Per User
All features in economy and premium are included.
Give your introducers their own individual dashboards so they can refer new business directly to your platform. You can both communicate and share documents and by updating your platform, your introducers’ dashboards are also updated with the latest progress details. Whether they are estate agents, finance marketers, or lead generators, trackerhub’s introducer dashboards are built to ensure that any hierarchy at the referring firm has the appropriate view of their firm’s leads and successes.
Allow satisfied clients to refer friends and family directly to your trackerhub platform with our GDPR-compliant system.
Give your self-employed advisers one less headache with automated commission split calculation and invoice generation.
Easy set-up for unique lead links so you can track the success of individual marketing campaigns by your firm.
trackerhub’s product review date tracker will flag to you in good time when you need to contact clients for that all important repeat business follow up.
Terms & Conditions Apply
*Introducer Boost – for £10 extra/month, give 20 introducers their own dashboards to easily refer and monitor their own leads
Annual subscription rates, which are paid upfront, will save users 10% when compared to monthly subscription rates. Ask the team for further details if this is of interest.
Watch The Demo
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Leading Features
Innovative Portals
Pioneering portal modules that bring you a really intuitive dashboard by which your valuable clients & introducers can track their product journeys.
AWS CloudFront Security
2FA enabled to secure your client documents without the worry of unwanted visitors with encrypted messaging included.
Business2Business
Need a survey for a mortgage case? Work together with your solicitors and surveyors for seamless case progression.
