Tuesday,November 21st  2017

TrackCRM - Available Features


The following is a complete list of features available in TrackCRM (Win32)

  • Complete client tracking
  • Client Tracking for (Notes,Documents,Tasks,Billing,Emails,Call History)
  • Daily Schedule
  • Task Manager
  • All Events Viewer
  • Journal
  • Message Center (Instant Messaging)
  • Track Phone Messages
  • Word Processor
  • Trade Blotter
  • Advanced SQL Searches
  • SQL Repository
  • Inbox/Outbox (Email)
  • Import/Export features
  • Integration with Trackfolio
  • Web Server Add-on
  • Custom Report Designer
  • Support for Broker/Dealer Reps
  • Client/Server version available


We have provided several screenshots for your review.

Please visit our pricing page for purchase information

Copyright © DHHIll Trackfolio - 2015. All Rights Reserved.

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