Saturday,April 20th  2024

TrackCRM

TrackCRM Category

TrackCRM System Requirements

  • Microsoft Windows® 2000/XP/Vista/Windows 7
  • 256 MB or RAM (512 MB or more recommended)
  • Intel® Pentium® III 300-MHz CPU (CPU of 1 GHz or more recommended)
  • 20 MB of available hard drive space (100 MB or more recommended)

TrackCRM Pricing

Why do some companies charge you extra for your software when you hire new employees? Good question.

It is important to keep things simple.

With this in mind, we provide several license options:

Single user 1 User 99.00
Multi-User Pack 25 Users 399.00
Unlimited Users Site License 599.00

You choose the option that is best for you.

Trackfolio Sales Department

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

TrackCRM - Screenshots

Please download the complete help file in PDF or CHM formats for more details.

All information presented in screenshots were created using a random data generator.

Browse Clients
Client View
Client Edit
Rep Information
Client Query
Client Email
Message Center
Phone Message
Reports
Report Designer
Scheduler
Schedule Browser
Task Manager
Trade Blotter
Word Processor

Copyright © DHHIll Trackfolio - 2015. All Rights Reserved.

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