TrackVia Software

4.67 / 5 (15)

About TrackVia


TrackVia is a workflow software development platform that allows users to create custom applications with a variety of uses. It is suitable for large organizations in most industries, particularly construction, manufacturing, healthcare, professional services, finance and energy.

TrackVia allows companies to build their own applications with a drag-and-drop interface or by uploading data from a spreadsheet. Users can create applications of various types including customer relationship management (CRM), asset management, marketing automation, help desk, vendor management and human resources. TrackVia also automatically builds apps that can include input forms and graph reports when a user uploads a spreadsheet.

Apps that are created using TrackVia are compatible with iOS and Android devices. Users can include features such as role, group and individual permission controls, third party integrations, electronic signatures, reports and analytics, custom forms and more.

As a cloud-based system, TrackVia is usable on iPads, iPhones and other mobile devices.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

15 Reviews of TrackVia

Average User Ratings

Overall

4.67 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(10)

4 stars

(5)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-15 of 15 reviews

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August 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

August 2018

Trackvia for freight management

We are using the trackvia system to track projects, purchase orders, progress, shipments, warehousing, installation and billing.

Pros

I like the ability to make tables with relationships the can be compiled into separate views easily. The “low code” platform really helps small business.

Cons

I don’t like how the fields are so constricted. It almost makes it feel bulky and not user friendly. You get 4 spaces per page length to input data. So a three character field will take a minimum of a quarter the length.

September 2018

Tom from Independence Chamber of Commerce

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

September 2018

Perfect if you want to build your own database system

The initial training support is among the best we've ever seen.

Pros

The fact that we can customize our database and create specific reports was a big selling feature of this product. The initial training helped us get started and we've been able to take it from there.

Cons

Using the system and customizing it can get very complicated. After the initial consultation, you are on your own so make sure you keep refreshing your skills on using the system.

July 2017

Jason from Peoples Mortgage

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2017

Great Tech. You should also contact Chris Kennedy 801-455-4755 to go over options

Pros

I love how vast the universe is within this system. We were able to build a very specialized, unique work flow that aligned exactly with our company goals. Everyone was able to engage in the development and make it our own. The company is extremely responsive to our calls and fixes. Reliable and no down time.

Cons

Some of the reporting is limited and I know they are working on it. The app is something that they and we are working on. Some small glitches that they are working on, but have limited effect on our day to day.

March 2018

Bob from Worldview ltd

Company Size: 11-50 employees

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2018

Great workflow routing tool

Pros

The highly customizable solution is easy to use and works well for our Business Analyst. The ease of use allows them to not only document the business processes but build solutions to support it.

Cons

The complexity creates a bit of a learning curve. The e-forms could be more point and click configurable.

May 2018

Michael from Premier roofing

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

Track via is a sweet program for both desktop and mobile use for project management, allowing collab

Pros

I like the fact that it is simoltaneuous to switch back and forth between app and desktop to add items from multiple parties; it is also great to be able to design your own features with sufficient and great help from the TV team. It's also cheap.

Cons

There are some times when the save/progress through hmthe system can be a bit tricky but that is a lot easier from an admin user profile.

November 2015

Elizabeth from Albertson's


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

November 2015

This is an awesome, simple to use tool.

Pros

TrackVia support is unsurpassed. I love that you can import from and export to Excel; that setting up a table is incredibly easy. It is a very intuitive and user-friendly program that has proved immensely useful in researching contracts, etc. The document merge is a dream.

Cons

If I could point to anything, it's the inability to shift records between similar tables rather than having to export and then import, losing any docs that were uploaded.

April 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

Flexible platform and very ease to use

Pros

The software is highly customizable and user friendly. It is much easier for our team to manage rather than having multiple shared sheets and files.

Cons

TrackVia is a bit complex to use which is great but it can be challenging for new users to get the hang of.

October 2017

John Kenneth from HC CONSUMER FINANCE PHILIPPINES, INC

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2017

This is super great application

This is a worth to spend for. I am very satisfied with this software that we really have a real-time data.

Pros

This software is a big help for every work industry. I am so glad that this software will literally remove the usage of paper.

April 2015

John from DIRECTV

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

April 2015

Up And Running In Few Minutes

I have been using TrackVia for about 3 1/2 years. I was looking for a cloud-based database to better manage my Dept function from the application we were using at the time. Not being extremely gifted with the technical talents needed to develop my own system, nor wanting to wait for my Company's internal support groups to approve the purchase/development/install/support of a new app, I needed something I could manage myself. TrackVia has features I need to build the custom app to match exactly what I need without paying for a bloated pre-packaged application with features we may never use. TrackVia has enabled my team to expand our support processes to areas we didn't think possible before. The ease of use, speed, and flexibility allowed us to build just the application we need, and not have to change our internal business processes for an off-the-shelf application built to someone else's specs.

September 2017

Naresh from Mathnasium of Jersey City

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

September 2017

Keep it Simple or it will choke

Helps set up a workflow to share information and rid yourself of paper.

Pros

Requires no programming. Great support to set it up, much better than spreadsheets and has great ability to share information.

Cons

It slows down very significantly when you exceed 100 fields. Also, the fonts on the interface are too small to use with smart phones.

April 2015

Karen from Las Vegas Sands

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

April 2015

Finance Tranformation using TrackVia Classic

Using TrackVia we have replaced over a hundred shared spreadsheets, Access databases, and countless email traffic. We have built a solution that incorporates workflow and keeps pertinent data on dashboards that function as action lists. Using the API we have interfaced several key data sets that assist in data audit and keeping information relevant. The ability to grow the applications incrementally and to solve real business problems has been of tremendous benefit for our needs. We use TrackVia for Anti Money Laundering and other audit and compliance purposes.

June 2017

Ryan from Zipcar

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2017

Excellent team at TV. They are responsive and helpful. Plus they have a cool product

Pros

Web based. It's customized to my brand. It easily tracks the flow of product from manufacturing to distribution.

Cons

it took longer to launch. It was a bit more heavy lifting on my side then expected.

April 2015

Elizabeth from Albertson's

Review Source: Capterra


Ease-of-use