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.
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Build department applications -
Dashboard view -
Track and manage inventory -
App builder -
Alerts and notifications -
Drag-and-drop configuration
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8
15 Reviews of TrackVia
Harmandeep from PeerIQ
Specialty: Other Industry
Employees number: 51-200 employees
April 2018
April 2018
TrackVia
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.
Bob from Worldview ltd
Specialty: Industrial Machinery
Employees number: 11-50 employees
March 2018
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.
Elizabeth from Albertson's
Specialty: Retail
November 2015
November 2015
This is an awesome, simple to use tool.
Likes Best
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.
Likes Least
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.
Recommendations
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.
Tom from Independence Chamber of Commerce
Employees number: 2-10 employees
September 2018
September 2018
Perfect if you want to build your own database system
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Support
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.
August 2018
August 2018
Trackvia for freight management
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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.
Michael from Premier roofing
May 2018
May 2018
Track via is a sweet program for both desktop and mobile use for project management, allowing collab
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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.
April 2018
April 2018
Flexible platform and very ease to use
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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.
John Kenneth from HC CONSUMER FINANCE PHILIPPINES, INC
Employees number: 11-50 employees
October 2017
October 2017
This is super great application
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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.
Naresh from Mathnasium of Jersey City
Employees number: 2-10 employees
September 2017
September 2017
Keep it Simple or it will choke
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Support
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.
Jason from Peoples Mortgage
July 2017
July 2017
Great Tech. You should also contact Chris Kennedy 801-455-4755 to go over options
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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.
Brian from Wazee Digital
July 2017
July 2017
Awesome, flexible platform, with even better customer service
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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.
Ryan from Zipcar
June 2017
June 2017
Excellent team at TV. They are responsive and helpful. Plus they have a cool product
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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.
Karen from Las Vegas Sands
April 2015
April 2015
Finance Tranformation using TrackVia Classic
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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
April 2015
April 2015
Up And Running In Few Minutes
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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
April 2015
April 2015
This program has reduced my workload by 50%!
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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!
