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.
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.
Time used: 2+ years
Likelihood to recommend
Recommendations to others considering TrackVia
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.
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.
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.
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!
The following testimonials have been provided by TrackVia.
I had used databases in the past but had never set one up. Despite my inexperience, I was able to get TrackVia up and running in two days and actually had fun doing it. TrackVia is so intuitive that I was able to setup my database, forms, and views without reading a bunch of materials or taking a training course. Management and other departments have requested access to TrackVia once they saw how simple and powerful it is.PhillipsEdison
I was amazed with TrackVia’s ability to combine ease of use, platform flexibility, and powerful features. I built a fully customized customer support solution in less than one day and rolled it into production the following day! TrackVia has incorporated a lot of forward thinking into its product. They have developed a very simple user interface on top of a feature rich relational database that can be securely accessed and shared over the web. We have barely tapped the surface of TrackVia’s capabilities. We continue to find more processes and solutions that can be optimized through TrackVia’s platform.Gannett