Welcome to ExecTech’s Intranet

Click the function you want to use below. Please let me know of any bugs you run into.

Note: If you add or change a record, and leave without saving it, Caspio does not warn you and your entries are not saved. However, if you complete your entries or edits, and click SAVE or just click your Enter key, your data is saved.

Find One or More Practice Owners

You can then View, Edit or Add Intro Services or Client Agreements.

Find One or More Client Agreements

You can then Add or View Payments or Clients related to a specific Client Agreement

Find One or More Clients

You can then View, Edit or Add Delivery Actions

Intro Services Related to Practice Owners

Includes Reg Actions, Offer Responses and Prospects’ Documents

New Website Requests

Starting 5/1/2021

Subscribers

Add a Practice Owner

Find Delivery Actions

Coming Soon

Client Guidelines

ExecTech Hats

Practice Analyses

Add a Practice Analysis