TrackerRMS CRM Software


 

TrackerRMS CRM is a cloud-based customer relationship management (CRM) solution that provides businesses tools to automate sales processes and manage different aspects of the sales cycle. The solution can be customized to serve businesses of all sizes across various industry verticals.

With TrackerRMS CRM, sales personnel can capture leads coming from a variety of sources such as emails, company website, or other marketing venues. Users can search the solution's database of leads using the search criteria provided. Sales, leads, and opportunities can be searched by department, person, territory, and a variety of other important criteria. With available notifications and alerts, TrackerRMS CRM helps sales teams contact a lead as soon as possible, helping them manage their sales targets.

Additionally, TrackerRMS CRM offers Timesheets and Expenses system, purchase order management and functionality to onboard activity tasks and assignments.

TrackerRMS CRM offers services on a monthly subscription basis that includes support via email and phone.

 

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)

101 Reviews of TrackerRMS CRM

 

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Software Advice Reviews (78)
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Showing 1-20 of 78

Brian from JB Truck Staffing
Specialty: Recruiting Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Very easy to use and very robust

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great system and would highly recommend it to anyone.

Pros

Texting feature, ability to say in contact with candidate, ease of use, operating solely out of this system.

Cons

The only bad thing I will say and its not even TrackerRMS, but I wish out limit on text feature was longer.

Review Source
 
 

Richard from RJOHNSON Legal Recruitment
Specialty: Staffing Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Great. Very efficient and easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We love it.

Pros

Streamlines all of our work. Makes scheduling easier. Easy to build reports. Great customer service.

Cons

Cannot do colour coding on calendar for different kinds of appointments. Also you cannot have a reoccurring appointment.

Review Source
 
 

Deidre from The JPI Group
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Overall using TrackerRMS has been pleasant and very useful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Thank you.

Pros

The customer support from both Michelle Crisp and now Courtney Harchak has been amazing. Both ladies have been instrumental in helping us navigate this tool efficiently over the months. We certainly look forward to working with Courtney and to understand TrackerRMS fully.

Cons

At times the functionality and features of TrakerRMS are difficult to navigate. Also, there are some basic site navigational features that are not included but would simply issues such as "page searching" within certain list (such as Send List). Also, navigating the 'Candidates List' could be testing at times especially when there are thousands of candidates in the list.

Review Source
 
 

paul from the jpi group
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Great exp working with Courtney Harchak helping us to build out and customize the tracker for our workflow.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

love the tool, user interface, customer support.
would like to work with team to continue to leverage the tools & resources.

Pros

ability to customize settings, simple easy to use UX and small company feel when i needs support! able to use for sales team & recruiting team.

Cons

inability to integrate with linkedin.
does not seem to seamlessly link to 3rd party tools (i could be wrong!)

Review Source
 
 

Jodie from NW Industrial Staffing.
Specialty: Staffing Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

An excellent start.

Ease-of-use

Functionality

Product Quality

Customer Support

From Sales and Marketing to Applicant tracking and recruiting TrackerRMS does all of the functions that are required.

Pros

TrackerRMS combines all of the components that I need to operate a successful staffing agency. From tracking the sales and marketing to the applicant tracking and placement.

Cons

The tracking on the financial end is very complex and difficult to set up so gauging profit and loss is cumbersome.

Review Source
 
 

Beth from NECIC/Temp 2 Higher
Specialty: Staffing Agency
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Great RMS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great customer service--responsiveness
If you need a system that can be easily customized to your needs-this is it
Workflows are easy to build around our day to day processes.

Pros

I like the custom fields and ability to modify to meet our specific needs. Reasonably priced. Great customer service responsiveness.

Cons

Like to be able to sync payroll data directly to Payroll system and our Accounting system would be ideal.

Review Source
 
 

Aryeh from CCS
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Great so far..

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The resume parsing and robust searching capabilities are great. It will definitely help us hone in on relevant candidates. Phenomenal customer service!

Cons

The candidate lists can take quite some time to navigate. I would prefer a sort & filter option based on specific text rather than ascending.

Review Source
 
 

Kevin from Ryan Consulting Group
Specialty: Staffing Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Reached out to our CSM as we are getting close to creating out own website. She is great on sharing us the needed info we needed to get jobs posted to our site.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Drag and Drop multiple resumes feature.



Also adding candidates to tracker via the email add-in.

Cons

Easier search tools that bring up candidates and rate your match based on requirements. Ex) right now the best way to do that seems to be from a job posting and not the candidate page. Also, we can't find the feature to fwd a candidate information to another co worker from tracker.

Review Source
 
 

Julie from Jase & Associates
Specialty: Recruiting Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Impressive

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Get in all your questions on the front end to avoid any fees. You can watch certain tutorial videos on YouTube in advance of purchasing this system (when reviewing products).

Pros

I like that you can add contacts via LinkedIn. In addition you can rank and shortlist your candidates throughout the process.

Cons

There are limitation to having the Academy version such as less customer support (you have to submit tickets). There are video tutorials and additional assistance for a fee (I believe it is $90 per hour). In addition you cannot have the Academy version if you have more 4 licenses.

Review Source
 
 

Dan from Y Scouts
Specialty: Recruiting Agency
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Outstanding Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Thank you for making my experience with Tracker so positive.

Pros

Support team is available and ready to help when needed.
They make it easy to use the system to benefit your business needs.
Customizing capabilities.

Review Source
 
 

Kimberly from R JOHNSON LEGAL
Specialty: Recruiting Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

This software has been a huge improvement for us.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall we are really happy with Tracker. We are still new to it and figuring out certain features but we feel it has been a huge improvement from what we had.

Pros

Candidate tracking and searching are easy. I also really like the templates which are easy to build and use.

Cons

The calendar isn't as robust as we'd like. We are used to color coding different types of meetings and it enters the meeting several times in the candidates' history if you link more than one internal employee to the same appointment.

Review Source
 
 

Richard from CStoresHR
Specialty: Staffing Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

I chose the academy package.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The people at Tracker-RMS were great to work with.

Pros

Plenty of features. I chose this product primarily because it offered an applicant tracking system, customer relationship management tool, it provided a time system for billing customers and it worked with quickbooks.

Cons

The academy package comes with no tech support. I had several developers trying to help me so I could post multiple jobs however to no success. If you choose the academy package make sure you have the right tech support otherwise you have a great tool but you are unable to use it. Ultimately this is the reason I cancelled my subscription.

 
 

Theresa from Professional Staffing Group
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Time sheets feature

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We use an Employee Login button on our web page that is superb! Candidates easily link to the Tracker site to open a time sheet. Great!

Pros

Connection to customer support by two ways: tickets and call-in service. Either connection gets results within a short period of time.

Cons

Because candidates don't always pay attention to where they list hours, on the time sheet weekly entry screen, the order of the Planning Tasks that list on screen could change from Alphabetic to most common- Regular Hours line then OT line then others

 
 

Kim from Sand Cherry Associates
Specialty: Staffing Agency
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Very happy with Tracker RMS

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

very easy to use. easy to load resumes and search key words. great place to keep track of recruiting information.

Cons

I've created some manual fields which are great but sometimes those fields don't automatically populate in "workflow". I probably just need to call Tracker to have them help me fix it. They are always responsive in helping me figure things out and customize things how I would like them.

 
 

Blaine from Centurion
Specialty: Staffing Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Collaboration with the Customers needs at the forefront

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Very few ATS' bring an easy to use CRM for sales, that is simple and intuitive that the staffing industry requires. TrackerRMS is most interested in listening to the needs of their customers to develop a best of breed product. Genuine authenticity in the business partnership.

Pros

Easy to use interface, customer first approach, committed to constant enhancements. Integration with technologies that are constantly changing and evolving in the staffing and recruiting industry makes the product very attractive. Customization of verbiage used by your own firm allows the product to feel like you made it yourself - engineered for just your firm.

Cons

Continual advancements in mobile (phone) application will enhance usage in the field that will bring speed to the activities of staffing sales professionals.

 
 

Inga from Eco Caters
Specialty: Staffing Agency
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

An intuitive flexible database

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The Tracker are so great to work with - friendly and patience in abundance! Highly recommend the move to their system.

Pros

We are loving this product. It is easy to customise and very intuitive. It has so much flexibility to make it compatible with your company. The customer support is superb and reactive when we need it.

Cons

Like any database, you have to invest the time to get everyone on board - when you are busy, it's easy to default to known practices rather than persevere with a new system. However, it's worth it!

 
 

Sam from Shirley Parsons
Specialty: Recruiting Agency
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Great functionality and reasonably priced

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Huge amount of flexibility with what information to show/hide from different system users - streamlining many of the everyday processes that recruiters, admin staff and BD reps have to complete.
There are some great reporting tools to help managers keep track of KPIs - again, flexibility here far exceeds many of the competitors in the market.
Although the company is small, they are very attentive to our needs, and did a great job of importing the data from our previous CRM.

Cons

Currently, the look and feel of the product is a little dated, but it seems like the next update will modernize the software to be more in line with competitors.

 
 

Michael from Silver Search inc
Specialty: Staffing Agency
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Excellent ATS with even better customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

They handled the data migration incredibly well!

Pros

Tracker RMS has clean and easy to navigate UI, customization, very good web-scraping, Job Posting, and convenient to use outlook integration.

Cons

Reports are not very easy to create but once they are created the reports are excellent and easy to edit.

 
 

Jeff from Staffing Headquarters / StaffingHQ
Specialty: Recruiting Agency
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

TrackerRMS has all the bells and whistles at a great price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Excellent customer service every time I have called or emailed the sales or support team!

Pros

Easy to use with a feel and look of new technology vs other recruiting databases that feel and look old school databases.

Cons

None. We have been using TrackerRMS for 6 months and learning new and cool features every day that are other database did not have.

 
 

Kisa from StaffingHQ
Specialty: Staffing Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Tracker RMS review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I've only been using TrackerRMS for a few weeks but I love it so far. I'm still getting used to all the features but it certainly makes my job much easier now.

Pros

I like being about to save and track all emails. I also like that we can search all the job boards AND our database in one place.

Cons

Not able to use the drag and drop feature but hopefully that will be fixed

 
 
 
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Showing 1-19 of 23

Cynthia from Centennial Data Group

June 2016

June 2016

The product is easy to use, configurable and Cloud accessible.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support


Tracker meets and exceeds our top 3 requirements for an RMS/CRM - Functionality, customer service and a price tag that is easy on the budget.
Need we say more...

Review Source: Capterra
 

Caitlyn from Dental Team Finder

October 2015

October 2015

Used daily to keep track of business. It also facilitates communication & sharing with co-workers.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I've used Oracle and Salesforce previously and Tracker is much more user friendly. It truly feels like a tool instead of a "management" device. It was easy to make changes that our team requested and the learning curve is non-existent. The only con is that at times I have to click on a link twice because it brings me to the wrong screen the first time. Other than that, I can't think of any negatives. This has made documenting progress helpful, and less of a chore.

Review Source: Capterra
 

Tim from 6 Degrees Group

September 2015

September 2015

Great software with minimal learning curve

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

The software is great and covers everything you could need it to and the customer support to modify and customize have been tremendous. It's a very robust system that covers everything needed from application through placement and everything from marketing and lead tracking to account management within the sales process.

Review Source: Capterra
 

Gena from BusinessMatch.com

September 2015

September 2015

User friendly, multi-faceted recruiting tool.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

TrackerRMS does everything and need it to do, and does it well with a user friendly, customizable interface.

Review Source: Capterra
 

Denise from Top Source Talent, LLC

September 2015

September 2015

Excellent Customer Service! Great product overall.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros: Great customer service, easy to navigate. You can make add features yourself vs waiting for the company administrator to make them for you. Good reporting features.

Cons: The system is created in the UK, so some of the language used currently is British English vs. American English. Needs to be modified to accommodate US clients as well as UK clients.

Review Source: Capterra
 

Ashley from Top Source Talent

September 2015

September 2015

12 month Tracker Review

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We've had Tracker for just under 12 months and the system has worked extremely well for us. Our main issue as a sourcing company was reporting and having the ATS has saved countless hours previously spent on generating Excel reports. Additionally, having Tracker as our database for resumes rather than using a storage service like Dropbox has helped us build a better candidate foundation.

Some of the navigation features are not as fluid as I would like, but part of that has also been learning the system, so it has become easier with use.

Taylor Dorton and team have all been easy to get a hold of when we have issues and more than willing to schedule time for us to do additional training .

Review Source: Capterra
 

Keith from Dental Team Finder

September 2015

September 2015

Very intuitive and easy to use!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We were ATS newbies, so we needed an ATS/CRM that would would be intuitive and easy to use. Not having any experience prior with a recruiting ATS platform, this was the answer. It has an easy interface and has so many features that I'm sure we're just touching the surface of it's capabilities. There's more for us to learn having only been using this product for 4 months, but I would not only decide to go with Tracker again for it's use and service, but I would recommend it. The feature that stuck out best to me when deciding is the invoicing capabilities as along with it's CRM functionality unlike most ATS offerings out there. Good luck!

Review Source: Capterra
 

S. Craig from Cozad Asset Management, Inc.

September 2015

September 2015

Good product at a reasonable price

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Customer service has been fantastic throughout. Any questions that have arisen have been answered promptly and courteously. The product does most of what we need (our needs are considerably different from the average user), and Tracker is willing to listen to any future enhancement requests. If the users undergo proper training the software is easy to use. The biggest pro for our organization is the ability to use our internal e-mail servers for regular e-mail (bulk e-mail would still be sent via Tracker). This allows us to meet regulatory requirements regarding e-mail retention.

Review Source: Capterra
 

rich from TAL Healthcare

September 2015

September 2015

Tracker is rich in features, reasonably easy to use and reponsive to client requests/needs

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Very rich in search features...a bit of a n extended learning curve for the technically challenged but repetition solves that. Staff is supportive and available to retrain as necessary. Adaptations to specific client needs is available.

Review Source: Capterra
 

Vera from Tal Healthcare

September 2015

September 2015

Great Product + Great Service = WIN!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

From day one our Account Manager Taylor Dorton showed us why TrackerRMS is more than a great product-- they are extremely customer focused and listen to their customer's needs. Constant support from Taylor from day one and his willingness to listen, understand and react to our business issues is one of TrackerRMS¿s greatest strengths. Taylor's is proactive and committed to creating solutions for our issues. If asked to assist with a problem, he will dig deeper, ask questions, uncover additional issues and will come up with a solution for us.
Since implementing Tracker 9 months ago we have significantly improved Tal Healthcare's recruiting, eliminating our reliance on manual efforts and make the overall process much more manageable.

Review Source: Capterra
 

Kelly from Tal Healthcare

September 2015

September 2015

Tracker implementation in progress

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I like the interface and many of the search features of this system. I LOVE how great customer service, David Alonso and our Rep Taylor are in accommodating our training and customization needs. There are however,some kinks in the program, but it seems as though they are being worked out.

Review Source: Capterra
 

Kim from American Solutions for Business

September 2015

September 2015

Great software!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

TrackerRMS has allowed us to begin moving out of the 'paper age'. Information is easily tracked and shared among our teams. TrackerRMS has provided great customer service and helped us with every question we have had.

Review Source: Capterra
 

Rohit from Axiom Consulting Group

September 2015

September 2015

The service is not good well don't take me wrong it is "EXCELLENT"

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

TrackerRMS came as a shock to me when we implemented it in our organization. Who will fill the data more of a clerical job is what we felt. But I was absolutely wrong after the team started using it and understood the features.

It made our life so easy. None of the followup were missed which are extremely important for new business development. Irrespective of the Agent on the account the agents are able to get the entire story behind the account. It did not only help our BD team to be more focused and productive but also gave the management a real time insight into each individual performance by its reporting tool. It proved beneficial not only for our New Business team but has helped improve our delivery (recruiters) performance to a great extent.

Review Source: Capterra
 

Kim from American Solutions for Business

September 2015

September 2015

Great Investment!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Tracker is well designed and easy to use. Using it has helped our team be better organized and saved us hours & hours preparing manual reports. The Tracker team has been terrific to work with and helped us customize the product to fit our unique needs. Worth every penny!

Review Source: Capterra
 

Chelsea from J MAR & Associates

September 2015

September 2015

User Friendly

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

This software is extremely user friendly. It was easy to learn and is very easy to use. If we ever have a question or issue the team at Tracker always replies quickly. I highly recommend this software.

Review Source: Capterra
 

Kinsey from J MAR & Associates

September 2015

September 2015

Excellent CRM Software

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Tracker RMS is user friendly, has a lot of useful tools and is an asset to any recruiter.

Review Source: Capterra
 

Theresa from J MAR & Associates

September 2015

September 2015

Easy to use - intuitive

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

My team and I are very pleased with Tracker-RMS's functionality and ease of use. If you are a recruiting firm looking for a fully integrated client/candidate/job ATS system, consider Tracker.

Review Source: Capterra
 

Susan from 6 Degrees Group

September 2015

September 2015

Love Tracker!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Our experience with integrating TrackerRMS into our 13 person recruiting firm has been really great. We came from a system called Big Biller, which is a very simple job, candidate and contact tracking system. It was sufficient for a time, but we were beginning to out grow it's capabilities.
In our research process, we fully investigated 6 applicant tracking systems. Of them all, we determined TrackerRMS to have the best solution for our team. We spent a lot of time reading reviews and talking to users of each system. Overall, we heard loud and clear that TrackerRMS had the best customer service. Our experience with their customer service has been exceptional. We ask questions about how to do things, or where to find things, and they answer within 24 hours, sometimes faster.
This system has really enhanced our ability to keep track of our candidates, clients and contacts in general. Just about all of our processes are now faster. We also have unbelievable reporting capability now. All of the things that we kept track of manually, are now easily tracked and quickly reported on with the click of a button. The screens and the overall look of the system are very user friendly.
As a company, I think we would all agree that we would wholeheartedly recommend TrackerRMS.

Review Source: Capterra
 

Tom from Data Fusion Specialists

September 2015

September 2015

Great user friendly software

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We were looking for a user friendly system that would have the complexity to manage our sales and recruiting process with minimal customization. Tracker RMS was our choice and 6 months later we are still extremely happy with the product and its ease of use. The technical team at TrackerRMS are very knowledgeable and are available when needed

If you are looking for a great system to handle your sales and recruiting efforts, TrackerRMS is it

Review Source: Capterra