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