The Client & Task Tracking System (CATTS) is a web-based Customer Relationship Management (CRM) and task management solution specifically built for retirement plan professionals. It emphasizes integration with plan document and 5500 data, providing users with a real-time, comprehensive view of clients, contacts, and plan information. CATTS allows for at-a-glance views of filing deadlines, events, tasks, and staff schedules, consolidating all client, case, and contact information in one location. Users can manage projects and tasks using pre-defined or custom templates, create unlimited custom fields, and search for cases based on specific plan criteria, such as plan year end or safe harbor status. The system also facilitates client communication through customizable forms and email templates that can merge client, case, and contact data. CATTS integrates seamlessly with ASC’s Plan Documents, 5500, and DC/401(k) Systems, and includes dedicated CRM consulting for setup, data import, and training.

Features & Benefits

• Integrated Views: Provides consolidated views of filing deadlines, events, tasks, and staff schedules for clients, cases, and contacts.
• Reporting Capabilities: Offers a variety of prepared reports and the ability to create custom reports.
• Project & Task Management: Enables tracking of projects and tasks by client and administrator, with support for project templates.
• Customization & Search: Allows for unlimited custom fields and case searching based on specific plan criteria.
• Communication Tools: Facilitates client communication with customizable forms and email templates that merge client data.