TrackVia Review - why 4.7 stars?

TrackVia Review
ITQlick Score: 83/100
ITQlick Rating: (4.7/5)
Pricing: 2/10 - low cost
Category: Workflow Management -> TrackVia
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 and its features?

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.

What is TrackVia rating?

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.

Who uses TrackVia?

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,, NASA and NBC Universal.

Is it easy to use?

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

Is TrackVia 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.

Is TrackVia the best Workflow Management system?

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

What are their 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 are TrackVia's pros? (5 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

What are TrackVia's cons? (5 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

Who are their main alternatives?

The main competitors for TrackVia are Caspio and WorkXpress.

Caspio is a platform to allow users to rapidly develop business applications without the need for programming code. The app builder tool allows a point & click interface for design with the facility to integrate with any type of customer application. Additionally the Caspio platform allows these apps to be hosted in the cloud and accessible anywhere. There is also a library of readymade applications that customers can access and use, or customize to meet specific business requirements.

TrackVia is a similar tool but also supports collaborative design and can integrate its apps through its open API with third party software. Additionally TrackVia allows app development for requirements in operations & sales, CRM, inventory, database requirements, as well as projects & workflow, and mobile app development as well. It also includes report & dashboard development which can be embedded within defined applications, and a formula design tool if needed.

Another development tool is WorkXpress which supports the full development lifecycle that includes build, test and deployment. It is considered a fifth generation development platform due to its visual builder & logic, and offers an easy to use interface that can be used to develop many different types of applications for various sectors.

TrackVia on the other hand uses security protocols and advanced encryption so that all applications are safe to deploy on a company’s infrastructure. Additionally the tool can be utilized by mobile devices for app development and includes reporting tools to monitor development progress and performance.

What is the cost of TrackVia?

The cost of license starts at $499 per month. On top of the total cost of licenses which is easy to calculate - what is the REAL total cost of implementation? You need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 2 out of 10 (10 is most expensive). You can find here the REAL total cost breakdown for TrackVia. You can also find here pricing information from TrackVia's website.

What should you ask TrackVia during a demo session? (65 questions)

Schedule a demo with TrackVia and access 65 must ask questions for the vendor while watching TrackVia in action.

List of categories

Digital Signature
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

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

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Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.