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Description
PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.
Description
An online administration dashboard designed for overseeing and monitoring orders, job assignments, operational metrics, management analytics, and additional features. This platform also includes a company website that enables customers to place orders, follow their deliveries in real-time, engage in live chats, and access various services. Introducing Trackerist - an economical and tailored freight forwarding software tailored for couriers, shipping firms, removal services, consolidators, forwarding agents, NVOCC, third-party logistics providers, airlines, ocean carriers, trucking companies, and freight forwarders. If your operation delivers over 5,000 packages each month and you seek a bespoke solution, reach out to us to discuss plans that offer volume discounts tailored to your needs. You won't want to miss the opportunity to streamline your logistics with our innovative tools.
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
$150 one-time payment
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
PensionPro
Founded
2010
Country
United States
Website
pensionpro.com
Vendor Details
Company Name
Vinoxo Agritech
Founded
2017
Country
India
Website
www.trackerist.com
Product Features
Product Features
Freight
3PL
Barcoding / RFID
Billing & Invoicing
Customer Management
Customer Portal
Import / Export Management
International Forwarders
LTL Management
Local Forwarders
Rate Management
Shipment Tracking
Truckload Management
Warehouse Management
Waybills