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Trackfront

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Estimating, proposal & project collaboration software

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Trackfront Pricing, Features, Reviews and Alternatives

Trackfront product overview

Price starts from

10

/user

Per month

What is Trackfront?

Trackfront is the all-in-one quoting, estimating, proposal tracking, project collaboration & client communication management solution. Create accurate quotes and deliver customized proposals that make better first impressions. Create custom proposals in minutes and start winning more jobs. Then after the client approves the project, manage all aspects of the project journey with your clients by having all communication, stages, milestones, deadlines, file sharing and commenting in one place.

Key benefits of using Trackfront

The Most Robust Cost Estimating & Custom Proposal Tool on the Market

- Create Custom Proposals In Minutes (Not Hours or Days)
- Handles Complex Pricing Scenarios
- Customizable Pricing Breakdown Visibility
- Digital E-Signature Approvals & Contracts Built-In
- Know When a Customer Views a Proposal or Takes Action
- Automate Follow Up's And Close More Business

Respond Faster To New Opportunities & Win More Business

Trackfront is different than most of the other simple estimating tools on the market. When others only get you so far, Trackfront gives you more of the robust features you need to handle your unique pricing requirements. It's an all-in-one solution that lets you create detailed pricing quotes with customizable multi-page proposal content, contract language and digital e-signature approval functionality.

- Customizable proposal templates
- Drag & drop proposal builder
- Set discounts, adjustments & markups at any price level
- Recurring & subscription pricing scenarios
- Optional items let customers choose upsells & complements
- Add, edit & manage contracts, terms & conditions easily
- Set which team members require internal review before sending
- View the status of every estimate
- Robust reporting dashboard with live data, charts & graphs
- View close rate statistics
- View trend graphs over time to track proposal status changes
- Sales opportunity chart lets you view your pipeline
- Detailed activity history on every estimate
- One-click proposal viewing & approval for customers

Manage The Client Journey Smarter with Trackfront's Project Collaboration, File Sharing, Review & Communication Tools

- Eliminate email and view all client communication in one place
- File sharing, review, feedback, annotation & approvals
- Manage deadlines, project stages, milestones & progress
- Ensure profitability by tracking actuals vs. estimated on each project
- Manage project based budgets, hourly billing & retainer scenarios

What Does Trackfront Do For Your Clients?

- All communications, file sharing, reviews, approvals, stages, milestones, due dates and statuses are in one place.
- The client has access to everything related to the project from start to finish.
- Every message, reply, file, review, approval is there for all teams to view. It's all transparent, and clients love transparency.
- Clients don't need to wait for you to tell them where things are at because Trackfront does that automatically.
- Client satisfaction goes way up as their experience working with you is stress free and problem free.
- They can quickly find anything related to the project. It's all in one place.
- Trackfront is so easy to use and intuitive, clients don't need any onboarding to jump right in and start using it.

What Does Trackfront Do For You?

- You can finally stop searching through your emails for that one thing your client said a month ago.
- Hold clients accountable as well as yourself. The project wall is a record of everything everyone said throughout the entire project.
- No one is left out of the loop. Everyone on your team and the client team can see everything related to the project from start to finish.
- The potpourri of software platforms is over. Work with one single platform to manage clients, budgets, timelines and progress.
- Quickly see real-time actuals versus estimated which keeps everyone on your team in budget to ensures profitability on each project.
- Spot budget trouble spots early, before it's too late to do something about it.
- Easily find any post, reply, file attachment, comment, annotation or approval. It's all on the project wall with simple search functionality.
- Post, share, review, comment and annotate on any file type: image, multipage pdf, word doc, presentation, videos, etc.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Chat
Phone Support

Training options

Videos
Webinars
Live Online
Documentation
In Person

Trackfront pricing information

Value for money

5.0

/5

18

Starting from

10

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Trackfront features

Functionality

4.7

/5

18

Total features

67

3 categories

Most valued features by users

Task Management
Collaboration Tools
Alerts/Notifications
Activity Dashboard
Prioritization
Access Controls/Permissions
Workflow Management
Drag & Drop

Functionality contenders

Trackfront users reviews

Overall Rating

4.8

/5

18

Positive reviews

94

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.94/10
Rating distribution

5

4

3

2

1

15

2

1

0

0

Pros
As the title states, it's efficient and easy to use. I love the centralized location for all projects and how to keep them all organized, plus it makes communication on each project streamlined.
That was definitely the best part of this software. I also like that I got an email every time someone posted to the board.
The ability to add Widgets to the Dashboard is extremely useful - the status of estimates and orders can be quickly ascertained.
Cons
They didn't appear to have the comment feature, and had issues with "sizing down" the PDF on their screens. Was it user error or did they not have the comment features.
From the quoting process, to how communication takes place with clients, to keeping the work and notes consolidated in one place in the portal, to approving drafts of mock ups before moving forward.

Overall rating contenders

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Matt Z.

Packaging and Containers, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Trackfront - Goodbye to Long Email Chains

Reviewed 3 years ago
Pros

Traditionally, we've used email as our primary method of corresponding with our customers and vendors. Sometimes this can be as simple as a 3 or 4 message exchange. But more often than not, customer projects and orders result in numerous back and forth messages that can be overwhelming when it comes time to search for the information and files needed to process and complete an order. Trackfront consolidates...

Cons

The ability to invoice from Trackfront would be a welcome feature. I understand the developers are working on this for a future update.

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Alyssa F.

E-Learning, 1,001-5,000 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Trackfront: Track a Project with Ease

Reviewed 3 years ago

Overall, you can tell that a lot of thought has gone into the project tracking process from start to finish. From the quoting process, to how communication takes place with clients, to keeping the work and notes consolidated in one place in the portal, to approving drafts of mock ups before moving forward. Each step flows within the system in a logical way that is easy to use.

Pros

For the projects that we have utilized Trackfront for, I think the comments/notes feature was the most impactful and useful for us. It made it so easy for us to click directly into the video segment where changes needed to be made and make a comment/note as to what needed to be changed or updated. Then along the bottom of the video bar, you could see exactly where comments/notes had been made - and the project team could easily go back and track those. The quoting process for the beginning of projects was smooth and seamless as well. A quote is sent to you from the system, you log into the portal to review, and then there is simply an "approve" or "reject" button where you an also add comments , and you simply click the button.

Cons

The only piece that I have run into was sharing our draft visuals with other members of my team via the URL our project team provided. Since I was logged in as the main user, I had the comment feature and was able to add my comments right onto the drafts, however, when I shared the URL with my colleagues they ran into some issues with this piece. They didn't appear to have the comment feature, and had issues with "sizing down" the PDF on their screens. Was it user error or did they not have the comment features? I don't know. That really is the only bump we've run into.

LB
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Lawrence B.

Computer & Network Security, self-employed

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Trackfront

Reviewed 2 years ago

Team is quick to respond

Pros

Not a heavy application. Fast and Responsive

Cons

Importing of Products does not meet my needs

KS
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Katherine S.

Environmental Services, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best for Video and Graphics Collaboration

Reviewed a year ago

For high volumes of collaborating graphics and video, I would highly recommend this software. It's a great way to share proofs, notes, feedback, and updates in a forum style with all the same tools of Frame.io. It offers a more itemized organization that can be organized into buckets or even walled off to specific collaborators when needed.

Pros

I can't think of a better software for sharing high-quality stills and videos. We are able to pinpoint on the image where notes are needed either as a series or individually. The project pages allows us to sort requests and makes it very easy to search for the file name or associated text no matter how far in the past.

Cons

If you do end up using and retiring a project wall, it doesn't disappear from the project wall list. This means I have to scroll down slightly when browsing the project wall list to find which ones are active.

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Scott M.

Marketing and Advertising, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Trackfront is an essential tool if you need to manage your creative workflows

Reviewed 2 years ago
Pros

This product just works. I have used many project management tools in the past, and I have always struggled to get colleagues to collaborate on projects using other tools. With Trackfront, I never have trouble getting my colleagues to use the tool. In addition, because almost every aspect of a job is handled in Trackfront, I feel like I'm not constantly searching around for the status of things - it's all in one place.

Cons

The only con I can think of is related to notifications, the only out of the box way to be notified is via email. It's a very small con however.

Trackfront FAQs

Q. What type of pricing plans does Trackfront offer?

Trackfront has the following pricing plans:
Starting from: $10.00/month
Pricing model: Subscription
Free Trial: Available


Q. Who are the typical users of Trackfront?

Trackfront has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Trackfront support?

Trackfront supports the following languages:
English


Q. Does Trackfront offer an API?

No, Trackfront does not have an API available.


Q. What other apps does Trackfront integrate with?

Trackfront integrates with the following applications:
Zapier


Q. What level of support does Trackfront offer?

Trackfront offers the following support options:
Email/Help Desk, FAQs/Forum, Chat, Phone Support

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