TrackVia Review - why 4.7 stars?

TrackVia Review
ITQlick Score: 83/100
ITQlick Rating:
Pricing: 2/10 - low cost
Category: Workflow Management -> TrackVia review
Ranking:Ranked 5 out of 43 Workflow Management systems
Company: TrackVia
Pricing: starts at $499 per month
Typical customers: Medium and large size businesses
Platforms: Desktop, Mobile, Cloud
Links: TrackVia pricing, TrackVia alternatives
Shlomi LaviShlomi 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.
ITQlick rating
Score
Pricing
License pricing
Functionality
Review
Compare
TrackVia
ITQlick rating
4.7/5
Score
83/100
Pricing
2/10
License pricing
$499 per month
Functionality
36
Compare
SAP NetW...
ITQlick rating
3.3/5
Score
91/100
Pricing
4.2/10
License pricing
Pricing not available
Functionality
4
Shiftboard
ITQlick rating
4.4/5
Score
87/100
Pricing
4/10
License pricing
$49 per month
Functionality
13
BP Logix...
ITQlick rating
4.5/5
Score
85/100
Pricing
10/10
License pricing
$1,250 per month
Functionality
3
Everteam...
ITQlick rating
2.8/5
Score
84/100
Pricing
10/10
License pricing
$30,000 per year
Functionality
5

Frequently Asked Questions (FAQs)

Is it the best Workflow Management system?

TrackVia is ranked 5 out of 43 software in their category (Workflow Management systems).

How they are rated on ITQlick?

The rating of TrackVia is 4.7 stars out of 5 and the total score is 83 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, TrackVia makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access TrackVia on your mobile/smart phone.

What should we ask during a demo session?

Differences between TrackVia and alternatives?

The most popular alternatives to TrackVia in 2023: SAP NetWeaver Process Orchestration, Shiftboard, BP Logix Process Director, Everteam BPM, Signavio. Access the complete competitors analysis here - TrackVia VS Workflow Management Software alternatives.

List of categories

Digital Signature
Mobile
Call Center
Customer Relationship Management
Product Lifecycle Management
Field Service
Inventory Control
Stock Control
IT Management
Work Order Management
Apparel ERP
Capacity Planning

List of features

Billing/Invoicing
Campaign Dashboard
Case Management
Contact Management
Customer Database
Customer Support Tracking
Dashboards
Document Management
Email Marketing
Knowledge Base
Marketing Automation
Remote Access
Sales Automation
Sales Forecasting
Sales Reports

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.