Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The software you utilize, including your CRM and its integrations, must possess the adaptability to fit your team's unique operational style. Additionally, it should be robust and dependable to ensure consistent performance today while also paving the way for innovative advancements tomorrow.
For more than twenty years, Cobalt has been dedicated to creating and enhancing tools tailored to seamlessly integrate with Microsoft Dynamics 365. Their offerings, which include membership management, certification, events, eCommerce, migration solutions, and more, are actively utilized by a diverse array of membership organizations, certification entities, small and medium enterprises, alongside numerous partners and users of Dynamics 365. Cobalt's commitment to innovation and user satisfaction continues to drive their development efforts.
Description
TrackIt! serves as a comprehensive Membership Tracking and Job Referral System tailored specifically for Union Organizations. This robust software solution empowers unions by enabling effective management and reporting of all member and contractor-related activities. Key functionalities encompass managing referrals, dispatches, maintaining out-of-work lists, tracking dues and assessment delinquencies, and handling training certificates. An exciting addition is our new Accounting Link, which flawlessly integrates with existing accounting systems, allowing for seamless transfer of all dues, fees, and assessment income with just a single click! TrackIt! also maintains a thorough history of dues and assessments, referrals, work experiences, and tracks important elements like certificate renewals, meeting attendance, and eligibility for service pins. One of the standout attributes of TrackIt! is its exceptional reporting capabilities, enabling users to quickly and efficiently generate a variety of reports, including delinquency letters, work hours, income statements, certificates, remittances, as well as phone and address lists, alongside labels. Overall, TrackIt! significantly enhances operational efficiency for unions by streamlining administrative processes and providing invaluable insights through its extensive reporting functions.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Momentive Software
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
Momentive Software
Country
United States
Website
www.cobalt.net
Vendor Details
Company Name
ACC Computer Services
Website
www.trackit-software.com
Product Features
Association Management
Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management
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
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Product Features
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management