TrackerRMS CRM Software


 

TrackerRMS CRM Software is a comprehensive, feature-rich Customer Relationship Management (CRM) system that provides a cost-effective option for businesses of most sizes. By automating sales processes and providing extensive opportunity management, TrackerRMS ensures that businesses are able to keep track of every aspect of the sales cycle.

With TrackerRMS CRM, leads come from a variety of sources: email, the company website, or other marketing venues. The seamless automation of many of the basic sales functions allows for sales teams to spend more time working with customers, and less time working with minute details and data entry.

One of our favorite features of TrackerRMS CRM is that users can easily search the vast database of leads using the system's advanced search criteria. Sales, leads, and opportunities can be searched by department, person, territory, and a variety of other important criteria. This helps businesses keep track of each individual buyer, ultimately leading to a more comprehensive sales process. With available notifications and alerts, TrackerRMS CRM makes sure that sales teams contact a lead as soon as possible, helping to secure more sales.

TrackerRMS CRM is a cloud-based system, so it's easily accessed via any mobile device. It's flexible enough to adapt to businesses of almost any size or industry, as long is there is a need to track leads, sales, and opportunities. The support team at TrackerRMS is known for their high standards of customer service, with an emphasis on communication and collaboration. For those seeking a CRM system that can efficiently monitor the entire sales process, TrackerRMS CRM is a robust and intuitive solution.

TrackerRMS CRM also offers Project, Case and Resource Management solutions offering customers an end-to-end solution.

 

TrackerRMS CRM - Company record
 
  • TrackerRMS CRM - Company record
    Company record
  • TrackerRMS CRM - Customer support portal
    Customer support portal
  • TrackerRMS CRM - Project activity planning
    Project activity planning
  • TrackerRMS CRM - Opportunity management
    Opportunity management
  • TrackerRMS CRM - Activity case history
    Activity case history
  • TrackerRMS CRM - Timesheets and expenses
    Timesheets and expenses
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

38 Reviews of TrackerRMS CRM

 

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Software Advice Reviews (16)
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Showing 1-16 of 16

Bree from Infinite Resource Solutions LLC
Specialty: Other

September 2015

September 2015

Helps get the job done!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The ability to link jobs and candidates activities allowing you to review over requisitions that were months ago.

Likes Least

There are some glitches within the system that can be worked out in due time.

Recommendations

This is probably one of the best softwares out there. I wouldn't want to use another one.

 
 

Christopher from Infinite Resource Solutions
Specialty: Software / IT

September 2015

September 2015

We us Tracker to keep records of all inbound & outbound communication

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Product is very intuitive and requires little training.

Likes Least

Recording phone calls can be a bit tedious. Also the recording of emails is some time a little difficult to track and are assigned under the wrong profile.

Recommendations

Make sure to be detailed with the information you put in.

 
 

Jordan from Infinite Resource Solutions
Specialty: Software / IT

September 2015

September 2015

TrackerRMS does the job but in a lot of steps.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

TrackerRMS does a great job of tracking candidates and jobs. It also does a great job of showing all activities that the candidate has done and what jobs they have been submitted to as well.

Likes Least

I personally feel like there are extra steps that are involved that make the process tedious at times. In addition, I wish that there was a way you could easily see all the activities of a person when you are their job profile rather than having to go outside of the job and looking for past activities. I also find it frustrating that sometimes Tracker reverts back and doesnt always update itself.

Recommendations

Make sure that you know what you are looking for in a product and how you are going to use it. The software is a good product for us because we have multiple facets that allows us to use it. I would also make sure to give it a test run and customize it to your companies liking. I do not believe that this product should be used as a out of the box product.

 
 

Jonathan from Infinite Resource Solutions
Specialty: Software / IT

September 2015

September 2015

Why I think tracker is not only use full but a great product.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

What I like most about the product is the UI. Not only does the product look nice but it also is user friendly.

Likes Least

I quite enjoy the entire product. However, if I could make a change, then I would allow for different backgrounds so that the users can determine more of the layout themselves. This feature would make a big difference in my opinion because people do not want to look at the same thing every single day.

Recommendations

After using other software's, I found that the UI and the cohesiveness, of TrackerRMS, are two things that differentiated the product from others.

 
 

Clint from Infinite Resouce Solutions
Specialty: Software / IT

September 2015

September 2015

Tracker Streamlines our Business

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

As a cloud based solution I have access to it on any device without having to install and maintain software.

Likes Least

Occasional software bugs provide a distraction. For example we began receiving an "out of space" notice and had to open a support ticket to get it resolved, during the period affected we were unable to upload docs.

Recommendations

Compare it against other solutions but ensure that the ability to run completely from the cloud is a point of comparison.

 
 

Anthony from Infinite Resource Solutions
Specialty: Software / IT

August 2015

August 2015

Thumbs up for Tracker!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It tracks our activity well and has the ability to function with our phone system.

Likes Least

There are still some bugs being worked out, but the updates are frequent. They are minor issues.

Recommendations

Be sure that you will get use out of each aspect of the system. Will you use it strictly for resume and applicant tracking? Will you track time sheets? Does it interact with other software you already have?

 
 

Mark from The Bid Team
Specialty: Consulting

April 2015

April 2015

The Bid Team review of TrackerRMS CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The product is easy to use. Can be configured to each individual and for each activity. Cloud solution means that we have access to it anywhere we want.

Staff are always helpful for product information or help.

Likes Least

Nothing the recent product update resolved any niggles that we had.

Recommendations

Give it a go and compare the flexibility with other products.

 
 

Leigh from Infinite Resouce Solutions
Specialty: Software / IT

November 2014

November 2014

Exceptional Product with Excellent Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the ease of use and functionality. Our customer offering is unique as we offer professional services as well as staffing. My biggest challenge was finding a platform that could support both offerings and tie everything together. I looked at over six systems before choosing Tracker. Tracker offered us end to end visibility into our business without using three disparate systems.

Likes Least

There are a couple things that appear a little basic and outdated, however, I know that new versions are to be released. I am excited to see what all they are changing as it can only get better.

Recommendations

Think about what you need in a platform, then take a look at this system. You will find that it may not be big and fancy, but it offers functionality that others do not. Workflow can be built in that makes sense. You are not changing the process to fit the system, you are changing the system to meet your process. There are addins for email, a phone integration, accounting interfaces and much more. You feel like you are getting the big system without the price tag.

 
 

Rodney from Tacit Management Consulting
Specialty: Consulting

September 2014

September 2014

TrackerRMS Extremely Responsive

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The vendor was extremely responsive throughout the initial engagement. Questions were quickly answered and any concerns addressed immediately.

Likes Least

The vendor was fairly new to the Canadian Market so there was some initial education that needed to take place on some of our processes.

Recommendations

There are a large number of SaaS CRM vendors in the market. Most of them will deliver 80-90% of the same functionality. The differentiator is often the level of customer engagement. How responsive the company is to functional change requests, or for clarification on workflow logic should be a major consideration.

 
 

Shelby from Omega Health Systems

May 2013

Date: May 2013

 

David from College Leadership Services

April 2013

Date: April 2013

 

Darren from Voicenet Solutions Ltd - not unique

April 2013

Date: April 2013

 

Suzi from Futurecurve

April 2013

Date: April 2013

 

Andrew from ARC Energy Reduction Solutions LLP

April 2013

Date: April 2013

 

Karen from Take One TV

April 2013

Date: April 2013

 

Mark from Riliance

April 2013

Date: April 2013

 
 
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