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Description
Track-IT™ is ATSER's online document management system designed to enable owners, designers, contractors, and other service providers to efficiently store and categorize all project-related information. Upon initiating a new contract within the Construct-IT™ module, Track-IT™ automatically generates a structured file folder hierarchy to facilitate the archiving of documents as they are produced. Administrators, engineers, project managers, and directors have the flexibility to customize the information library, allowing for the creation of additional folders and sub-folders as needed. ATSER® offers tailored customization to meet the specific requirements of their clients. Additionally, the system supports integration to establish business logic and workflow parameters that cater to unique needs. Security is prioritized with web-based technology that includes individual login credentials, which define user roles, responsibilities, viewing permissions, editing capabilities, and access rights. This comprehensive approach ensures that all project documentation is organized, secured, and easily accessible to authorized personnel.
Description
Team Up is a social CRM designed to simplify the management of client and customer information alongside associated documents, tasks, and meetings, offering rapid search capabilities that enable users to retrieve any information within moments. It also features a comprehensive Reports & BI tool that assists in monitoring and analyzing business performance. Users can easily link significant emails to the corresponding customers, allowing them to access all related correspondence with a single click. Additionally, documents can be attached and organized by relevant clients, and users can view all files associated with a particular customer at the click of a button. Furthermore, Team Up provides a check-in and check-out functionality to maintain a detailed version history of documents, ensuring that users can track changes effectively. This seamless integration of features enhances collaboration and improves overall efficiency in managing customer relationships.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ATSER
Founded
1993
Country
United States
Website
www.atser.com/track-it/
Vendor Details
Company Name
Evolution Technologies
Country
United Arab Emirates
Website
evolutiontech.ae/team-up-crm.html
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management