Global Outlook 2024 Report


Like this article?

Sign up to our free newsletter

ProTrak International releases version 10.0 of CRM software

Related Topics

ProTrak International has released Version 10.0 of its industry-leading Advantage CRM product line.

New York, NY; January 16, 2015 – In keeping with its dedication to the traditional and alternative investment segments, 

ProTrak International has launched Version 10.0 of its Advantage CRM product line that includes on-premises, browser-based, and mobile licenses. 

This release incorporates a number of time-saving enhancements indicative of an active, global user community that continually adds to Advantage’s industry-focused, out-of-the-box functionality.
Key features include:
·    The introduction of a fresh, new user interface
·    The addition of an iPhone application to the iPad and Blackberry mobile licenses
·    The ability to watermark .pdf files with custom text for reporting and/or mass-mailing campaigns
·    An expanded audit log to further strengthen the enterprise security and compliance capabilities
·    Enhanced filtering directly on the main screens; the results are shown in an Excel-like report view
·    An email-only license to capture and save to the database all inbound and outbound messages for non-ProTrak users
Simon Koziel, ProTrak’s president, says: "Over the past 25 years, we have seen technology shift from desktops to smart phones and from servers to the Internet but, without disruption, we have steadfastly kept our current CRM product line, Advantage, in the forefront of innovation. Few software companies across this span have had the privilege of releasing such a long history of advancements for a flagship product."
Ed Postrk, Director of Client Services, says: "I always enjoy seeing feature suggestions from our users move into our live platform. We have always had this marvellous exchange of ideas, and we credit this collaboration for ProTrak’s tight fit to our users’ business needs.
"As our clients have told us countless times, ProTrak Advantage goes far beyond basic CRM functions to directly improving our clients’ business operations and competitiveness. This is in keeping with our marketing theme describing Advantage’s stature, "More than CRM; Achieve a High ROI."
ProTrak’s various Advantage CRM license options (that permit the right-sizing of usage intensity to cost) all gain from ProTrak’s user-focused development orientation.
Clients utilising ProTrak’s private cloud or on-premises structure have already begun installing Version 10.0 and will continue to do so through 2015’s first quarter.

Like this article? Sign up to our free newsletter

Most Popular

Further Reading