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)

16 Reviews of TrackerRMS CRM

Showing 1-16 of 16

 

from Infinite Resource Solutions LLC
Specialty: Other

Helps get the job done!

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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.

 
 

from Infinite Resource Solutions
Specialty: Software / IT

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

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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.

 
 

from Infinite Resource Solutions
Specialty: Software / IT

TrackerRMS does the job but in a lot of steps.

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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.

 
 

from Infinite Resource Solutions
Specialty: Software / IT

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

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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.

 
 

from Infinite Resouce Solutions
Specialty: Software / IT

Tracker Streamlines our Business

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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.

 
 

from Infinite Resource Solutions
Specialty: Software / IT

Thumbs up for Tracker!

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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?

 
 

from The Bid Team
Specialty: Consulting

The Bid Team review of TrackerRMS CRM

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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.

 
 

from Infinite Resouce Solutions
Specialty: Software / IT

Exceptional Product with Excellent Customer Service

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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.

 
 

from Tacit Management Consulting
Specialty: Consulting

TrackerRMS Extremely Responsive

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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.

 
 

from Omega Health Systems

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As an executive formerly responsible for a very large scale deployment of Salesforce.com, I am extremely familiar with all the risks, rewards, capabilities, and limitations of CRM software. Upon joining OHS it was immediately clear that we had outgrown the configuration of our legacy Salesforce implementation and needed to pursue a common operating platform that our various service lines and business teams could collectively use to manage their activities, but without breaking the bank!

To identify the right partner for our organization, we elected to undertake an extremely robust market level analysis. Our goal was to find a product that afforded us a high degree of flexibility, while maintaining ease of use and ease of administration. And provided comprehensive functionality with an affordable and fixed total cost of ownership. We evaluated 60 different products in total - Tracker RMS was the hands down winner.

Tracker offers an extremely intuitive, clean, and easy to use design and navigation. Included in the base product are functionality and features that you almost always have to purchase separately or pay more for elsewhere. And the Tracker customer service support is, quite frankly, among the best I've seen.

I would strongly recommend Tracker in both my capacity as a current user, and a long time IT executive and buyer of software systems.

 

from College Leadership Services

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As Head of Interim Management at College Leadership Services, I have found Tracker invaluable since being appointed in December 2012.

Having all candidate and client information in one intuitive central record allows me to stay on top of candidate management issues.

When roles are received which need filling quickly the campaign facility allows me to contact all my candidates quickly to gage interest, saving me valuable time, removing the need to make unnecessary phone calls. The CV search facility is also excellent.

The entire candidate and client contact process is much quicker than the manual process we had before and I would not be without the Tracker system.

 

from Voicenet Solutions Ltd - not unique

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TrackerRMS was shortlisted amongst three other CRM providers by the Senior Management Team within Voicenet Solutions. After looking intensively throughout the CRM providers it was a decision that was not taken lightly.

TrackerRMS provided us with a total unified system for every area of our business from Support, Project Management to Marketing, Finance and Account Management. The information put in there can be accessed by all if required, but the access and security can be handled in a way that gives all users separate availability to their data.

Also, the support given from the staff at Tracker is second to none from the Account Management and it's easy to get to Account Manager to the Technical Engineers in the background.

All in all - the application, support, and ongoing management has been first class and I would gladly recommend TrackerRMS to anybody considering taking on an all round CRM System.

 

from Futurecurve

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Before we started using Tracker our process was very disjointed, we used email marketing software and various excel spreadsheets to track our leads and follow up. It was hard to track what communication we'd had with any one contact.

So, we researched a number of CRM options and found Tracker to be one of the best values and the most comprehensive.

Thanks to Tracker we are now able to respond automatically to leads from our website, follow up with template emails, send campaign emails, and manage projects/reporting all from one easy to use system.

 

from ARC Energy Reduction Solutions LLP

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TrackerRMS has proven to be an invaluable sales, marketing, and data management tool for ARC Energy Reduction Solutions. ARC has been using Tracker for two years and it has proved particularly useful for sharing data between our offices and the sales team who are often working remotely.

We have been particularly impressed by the flexibility and usability of the system; and the high level of on-going support and training provided by Tracker which has ensured we continue to get the most out of the system.

TrackerRMS is open to suggestions to further improve the software and regularly provides updates incorporating these suggestions. A software company which listens to its clients – what refreshing change! Needless to say, we cannot recommend Tracker RMS strongly enough.

 

from Take One TV

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We started using Tracker RMS over two years ago after having looked at several other options, including Sales Force and other well-known brands; we hadn't previously had an official CRM system, but did have carefully constructed spreadsheets which were stored locally on our server.

We chose Tracker RMS because it was really easy to use, the support we got from the technical support team was exceptionally good during our trial sessions, and it had great functionality. Having decided to buy, the implementation was good - there a few oddities but they were in the main at our end and the Tracker RMS team were brilliant at helping us get things sorted, as well as very patient.

The benefit of having the Tracker RMS system was brought sharply home when later in the first year of use, a senior member of our marketing team was off ill for several months; previous to having Tracker RMS we would have struggled to keep on top of the required sales leads and follow-ups, but having the system meant someone was able to pick up from our usual representative seamlessly.

Moving forward, the system has proved very valuable for tracking the life cycle of projects and for targeting new areas for possible business. The functionality is really good and we have recommended the system to a number of our contacts.

 

from Riliance

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Having undergone full tendering processes for three separate companies, which I chaired, the Tracker system was adopted in each case despite the businesses having little in common in terms of size and market sector.

Tracker is a flexible and comprehensive CRM tool which provides flexibility in the areas needed for user configuration.

Easy to use, and without the usual clunkiness of some of the better known brands, the system has enabled us to launch marketing and sales campaigns without the need for specialist support or large IT infrastructures.

 
 
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