TrackVia Review - why 4.7 stars?

Shlomi Lavi / updated: Jun 16, 2022

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What is TrackVia?

TrackVia is a web-based solution that can also be accessed on mobile, which helps businesses manage their customer relations, sales, projects, assets and more. What separates TrackVia from similar tools is complete customization for dashboards and modules based on each user’s needs by easy and intuitive drag and drop. Whatever management and tracking solution the company needs, they can create it with TrackVia.

The system was developed by a company of the same name, which was founded in 2006. TrackVia is dedicated to creating easy to use and highly customizable applications that small to big companies can benefit from. Over 15,000 users in 14 countries trust this software.

Who is it best for?

TrackVia is ideal for start-up to large companies that would like to simplify and organize their management, tracking, analysis and reporting of customer information and communication, projects, assets, sales and other business processes. Companies from various industries can use this solution, including manufacturing, sales, retail, services and healthcare sectors. Some of the customers using TrackVia are American Express, Coupons.com, NASA and NBC Universal.

Main features and functionalities

TrackVia can help businesses as it allows customizing applications that would fit their specific needs. Every module can be created to fit the specific company process. New features can be easily added and removed as required.

CRM is more convenient as users can easily see which customers have been served and which need to be prioritized, as well as the current ticket status. This helps ensuring that issues requiring immediate response are handled quickly.

Marketing campaigns can be tracked and users can easily determine which are successful and produce more leads. With this, the company can come up with better marketing strategies. Inventory of business assets can be done conveniently as well. Sales can also be tracked to see which groups or agents are most productive, as well as which products or services are marketable. The graphical reports make the information easy to understand too.

What is the actual cost?

The cost of license starts at $499 per month. ITQlick pricing score is 2 out of 10 (10 is most expensive). Access ITQlick pricing guide for TrackVia. You can also find here pricing information from TrackVia's website.

Pros

• TrackVia 5 is highly customizable, allowing users to easily add and remove features
• TrackVia 5 enhances campaign management and determines which strategies are successful in increasing business leads
• The user permission control feature ensures that only authorized users have access to certain information
• Learning the system does not require technical knowledge, making implementation easy
• TrackVia 5 is cost effective, making it attractive to all types of companies, regardless of their budget

Cons

• English is the only supported language, which may limit the number of potential users
• TrackVia 5 is quite lacking in terms of automation features such as e-mail follow-up that are available in other solutions
• Does not integrate with other business applications that the company may already be using
• Social media integration is not supported, which could have helped improve customer relationship and leads generation better
• No chat or private forum where users can communicate with each other while logged in the program

How it stacks up?

Access a head to head analysis of TrackVia vs alternative software solutions.

Frequently Asked Questions (FAQs)