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Everything you need to run your business

Our platform helps to unite teams, streamline processes, improve efficiency and accuracy, and reduce costs associated with your business.

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TRAX

Transform the way you do business

Say goodbye to juggling multiple software tools

TRAX is an all-in-one solution that integrates both CRM and ERP tools, allowing you to easily manage all aspects of your business – your finances, sales, and customer interactions – across companies and offices with ease, from a single, comprehensive platform.

CircleJuggle

INTEGRATIONS

No matter where your business takes you, our solution is designed to seamlessly integrate with existing systems, so you can get up and running quickly with minimal disruption.

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WalkMe logo
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Circle360

A 360-degree view of your business with a single source of truth

TRAX enables end-to-end project management that covers all rep business activities – from chasing a potential sale, winning a bid, shipping and handling, managing product inventories to overseeing billing, accounting and financial activities.

SEAMLESS BUSINESS MANAGEMENT

Bridge siloes

Tie your business segments together for better managed projects. TRAX provides users with internal communication, information sharing, and status tracking tools that improve work efficiency, information transparency, and joint efforts. Manage all aspects of your operations, from quoting (including the development of a Bill of Materials) to project fulfillment.

Bid2x

Specifications & Bid
tracking

Set your sales team up for success with transparency on your design assist proposal to your engineering customers. Enable collaboration and pipeline tracking for all your contractor and owner bid activities across departments, offices and companies.

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Project
Management

Keep track of your buy/sell and agency project deliverable processes through purchasing, submittal, production, delivery, warranty; track their cost, and their planned and actual billing amounts. Enable real time project financials and manufacturers backlog reporting. Keep track of multiple contracts and contract changes within your project. Set your team up for collaboration with an issue tracking tool!
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Submittals
Tracking

Take control of your companies IP with an integrated deliverable submittal tool. TRAX makes it easy to manage this process, from creation and submission, to tracking submittal revisions and approvals.

Accounting2x

Highly Integrated Accounting

Enjoy seamless access to project financials. Project managers have real-time visibility into project-costing, and benefit from improved purchasing processes and enhanced supplier invoice management, with increased visibility into accounts receivable and accounts payable.
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Cashflow
Management

TRAX provides a cashflow management scorecard that rewards good cashflow management and helps keep projects on track, ensuring a steady cash flow.

Commission2x

Commission
Management

Eliminate the guesswork and get real-time visibility into sales commissions with TRAX. No more black hole spreadsheets that come out at the end of the quarter. With real-time commission reports, sales reps can always stay informed about their earnings.
Service2x

Field Service
Management

Empower your field service team with our efficient field service management module. Keep your customers satisfied with on-time, high-quality service, and improve productivity with a solution that streamlines field service operations.
Parts2x

Counterline Parts Management

Keep track of parts and inventory, streamline operations, and ensure a smooth supply chain with ease. With real-time visibility into counterline parts, you can make data-driven decisions to drive success and achieve your goals.
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Logistics and
Warehousing

Manage your warehousing and shipping operations with TRAX’s comprehensive logistics and inventory management tools.

SCALABLE TO MEET YOUR EVOLVING NEEDS

A system that scales as your business grows

As your business expands, managing different companies and multiple offices can be challenging, but TRAX makes it a breeze. Easily manage and monitor companies, departments, and sites, all from one place, ensuring business is always operating at peak efficiency and that you are always in control.

Support for profit-center tracking for multiple companies, offices within companies, and departments across companies and offices – giving you a clear understanding of the financial performance of each segment of your business.
Scalable and customizable to meet the specific needs of different business sizes and industries.

TRANSPARENT, REAL-TIME REPORTING

Stay on top of sales and production processes

Know exactly where you stand. Real-time reporting on backlog and pipeline enables you to communicate accurate information to manufacturers about the order status.

Transparency

Transparency

Build stronger relationships with customers and suppliers. When everyone has access to the same information, it creates trust and ensures that everyone is on the same page.
Decision

Improved decision-making

With real-time reporting, you can make decisions quickly and confidently. You have access to the most up-to-date information, so you can make informed decisions that will help your business succeed.
Efficiency

Increased efficiency

Real-time reporting allows you to identify potential issues before they become problems. This helps you proactively address issues, which can save time and resources.
Forecasting

Better forecasting

With real-time reporting, you can forecast more accurately. This allows you to better plan for future growth and make strategic decisions that will benefit your business in the long run.

BUILD AN EMPOWERED WORKFORCE

Create a unified front for your business

Increase productivity, easily view performance and have a better understanding of future expectations all in one application. Effortlessly track progress and stay informed with real-time visibility into ongoing discussions with seamless communication, ensuring a smooth and efficient workflow.

Ops

Streamline
Operations

Coordinate you team’s workflow with a unified digital platform.
Collaboration

Increase
Collaboration

Connect employees so they can be more effective and responsive—wherever and whenever work gets done.
Complexity

Manage
Complexity

Deliver optimal solutions for complex projects from budgeting to delivery.

Ready to unlock your business’ full potential?

Implementing a new CRM and ERP system is a complex decision and a big investment of time and resources. See what TRAX can do for you.

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