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.
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.
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.
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.
Project
Management
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.
Highly Integrated Accounting
Cashflow
Management
TRAX provides a cashflow management scorecard that rewards good cashflow management and helps keep projects on track, ensuring a steady cash flow.
Commission
Management
Field Service
Management
Counterline Parts Management
Logistics and
Warehousing
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.
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
Improved decision-making
Increased efficiency
Better forecasting
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.
Streamline
Operations
Increase
Collaboration
Manage
Complexity
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.