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@crosstrax-blog
There are a variety of private investigation software options available. When you’re considering a system that will work for you, also consider what features are important to you and will meet your needs. Before deploying any software, it’s important to consider your goals and decide what features you need to meet those goals.
CROSStrax CRM capabilities include Contact Management, Opportunity Management, Sales Collaboration, Sales Performance Management.
CROSStrax capabilities include workflow automation, role-based access, systems integration, content and evidence management, data visualization, and reporting metrics and analytics that improve effectiveness, efficiency, reduce cost, and increase visibility in the investigation management process.
CROSStrax billing and expenses features includes professional invoices, billing and invoicing, budget reports, system alerts, track their case related time.
CROSStrax case management software is a web-based solution designed to manage investigations. Dashboard reporting and a custom report writing wizards give you real time data on case status and completion.
We’ve put even the smallest agencies on the same technology field as their larger brethren, at fraction of the cost. With an integrated sales, metrics tracking, accounting, and a robust investigator and client interface, CROSStrax is the total package!
CROSStrax case management system is an end-to-end enterprise solution for, managing, reporting on, and responding to all types of investigations.
Private Investigations Software Features
Our customers use CROSStrax to manage investigations of Claims, SIU, Fraud, Employee Relations, Ethics, Privacy, Compliance, Security, and Health & Safety.
This video will demonstrate how to add clients and contacts. Clients are the business and contacts are the assigners within the business.
This video will demonstrate how to add a service that your business performs. These services are added in CROSStrax as "Service Requests".
Investigation Report Tab - Investigative Summary
The next section or category in the Investigative Report tab is the Investigative Summary. Much like the Preliminary Facts and Preparation, the Investigative Summary is an open text box where you can cut-and-paste from another source, add pre-written content if available, or simply start typing into the box.
Check us out on the web at http://www.crosstrax.co.
Investigation Report Tab - Preliminary Facts and Preparation
This training will cover how to use the Investigation Report tab in CROSStrax. The Investigation Report tab, also call the Claims Report tab, is a report writer used for many different types of ancillary investigations. The report writer accepts information in modules and the modules are separated by the investigative documentation process. Once all the modules are complete, you'll be able to generate an attractive final report, on your company's letterhead or report template, with the simple click of a button.
Check us out on the web at http://www.crosstrax.co.
Investigation Report Tab - Telephonic Communication
The next section or category in the Investigation Report tab is Telephonic Communication. This section gives us the opportunity to add each telephone call made or received during the investigation. You'd be surprised how many telephone calls are made during a longer investigation. It's important that all telephone calls that are case related are documented throughout your investigation as leaving them out could create an issue with connecting the dots in your final report. Check us out on the web at http://www.crosstrax.co.
Owners of private investigation agencies often ask about what case management system they can bring into their agency to assist them in running their business more effectively, efficiently and in less time as compared to an ad-hoc case management system or a more general database case management system.
The next section or category in the Investigation Report tab is Still Photography. This section gives us the opportunity to add each still photograph secured during the investigation. It's important that each photo is added and thoroughly documented. The Still Photography tool is intuitive and puts together all of the photos in a well organized a concise readable form.
Check us out on the web at http://www.crosstrax.co.
The next section or category in the Investigation Report tab is the Evidence Acquired. The Evidence Acquired section also has an open text box where you can cut-and-paste from another source, add pre-written content if available, or simply start typing into the box.
Check us out on the web at http://www.crosstrax.co.
The next section or category in the Investigation Report tab is the Medical Release. The Medical Release section also has an open text box where you can cut-and-paste from another source, add pre-written content if available, or simply start typing into the box.
Check us out on the web at http://www.crosstrax.co.