What good is investing in fancy tools if they are too difficult to use? HawkSoft delivers an all-inclusive management system to grow your book of business with the ease-of-use that allows your staff to quickly learn and apply the tools.
Your bread and butter depends on client retention. The intelligent automation built into HawkSoft allows you to automatically learn of clients that need urgent attention. The auto-documentation system ensures every client interaction - whether it is a phone call, incoming email, text message, or an email campaign - is logged as history.
Check your agency vitals with our Agency Intelligence dashboard. You can also create custom reports at any time using our Report Generator.
Commission Importer saves hours of work and hundreds of dollars in bookkeeping expenses every month. Import Excel or CSV commission statements with fields automatically mapped to HawkSoft's accounting system.