TrackVia software


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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

14 Reviews of TrackVia

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  • Verified Reviewer

    Number of employees: 11-50 employees

    August 2018

    Trackvia for freight management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michael from Premier roofing

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Harmandeep from PeerIQ

    Specialty: Other Industry

    Number of employees: 51-200 employees

    April 2018

    TrackVia

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It is a good web based tool. It has a good tracking workflow from the initialization to the end product. It is pretty flexible to integrate it with different project and teams.

    Cons

    It takes a little more time to setup and launch. It is a bit complex and could be more challenging in comparison to other tools for new users.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    April 2018

    Flexible platform and very ease to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bob from Worldview ltd

    Specialty: Industrial Machinery

    Number of employees: 11-50 employees

    March 2018

    Great workflow routing tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • John Kenneth from HC CONSUMER FINANCE PHILIPPINES, INC

    Number of employees: 11-50 employees

    October 2017

    This is super great application

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Naresh from Mathnasium of Jersey City

    Number of employees: 2-10 employees

    September 2017

    Keep it Simple or it will choke

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jason from Peoples Mortgage

    July 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    Review Source: Capterra
  • Brian from Wazee Digital

    July 2017

    Awesome, flexible platform, with even better customer service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    Cons

    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.

    Review Source: Capterra
  • Ryan from Zipcar

    June 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    Review Source: Capterra
  • Elizabeth from Albertson's

    Specialty: Retail

    November 2015

    This is an awesome, simple to use tool.

    Ease-of-use
    Functionality
    Quality
    Support
    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.

  • Karen from Las Vegas Sands

    April 2015

    Finance Tranformation using TrackVia Classic

    Ease-of-use
    Quality
    Support

    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.

    Review Source: Capterra
  • John from DIRECTV

    April 2015

    Up And Running In Few Minutes

    Ease-of-use
    Quality
    Support

    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.

    Review Source: Capterra
  • Elizabeth from Albertson's

    April 2015

    This program has reduced my workload by 50%!

    Ease-of-use
    Quality
    Support

    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!

    Review Source: Capterra
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