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.
Elizabeth from Albertson's
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.
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.
Go with versatility and ease of use. Some of the contract software out there takes longer to set up and manage than it does to do the actual contract and, most importantly, don't allow you to export to a file that everyone can use.
Naresh from Mathnasium of Jersey City
Employees number: 2-10 employees
Helps set up a workflow to share information and rid yourself of paper.
Requires no programming. Great support to set it up, much better than spreadsheets and has great ability to share information.
It slows down very significantly when you exceed 100 fields. Also, the fonts on the interface are too small to use with smart phones.
Jason from Peoples Mortgage
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.
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.
Brian from Wazee Digital
The ease of use and flexibility to configure applications to meet specific project needs allows us to quickly incorporate Trackvia into projects without massive burden from our team.
The table configurations can be tailored to fit our needs, however some of the configurations take Trackvia's team to help set up. That said, Trackvia's customer support is fantastic.
Ryan from Zipcar
Web based. It's customized to my brand. It easily tracks the flow of product from manufacturing to distribution.
it took longer to launch. It was a bit more heavy lifting on my side then expected.
Karen from Las Vegas Sands
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.
John from DIRECTV
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.
Elizabeth from Albertson's
This is an incredibly easy-to-use, intuitive database management program that imports from and exports to Excel. You can create custom forms and merge your data; ditto for labels or letters. There are other functionalities as well, such as sales tracking, email alerts, email campaigns, etc. We use it to track agreements and we can even upload an actual copy of the agreement to the program. It's awesome!