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Jeff Evanspartner.
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Jeff EvanspartnerParticipant
The best all-in-one investigate tool is here. CROSStrax’s Investigative Case Management software has incorporated IRBsearch’s Skip Tracing Search platform into their application. Both platforms were designed by investigators for investigators. We are keenly aware of what the industry needs in investigation case management software and take great pride in solving industry problems relative to technology.
CROSStrax is cloud-based case management and CRM software designed to streamline the process of managing an investigation as well as your clients who assign them. Imagine having a mobile app where your investigators have access to case information, subject photos, a full suite of skip tracing searches and first-party GPS software so you know where and when your investigators are working and onsite. CROSStrax with IRBsearch has it!
CASE MANAGEMENT
Document and track details on any type of case
Manage any size caseload with the easy-to-use interface. Quickly view subject info, budget, photos, video, and more. Enter case notes, expenses, update the client and track billable time. When the case is complete, create a report and invoice in minutes.CLIENTS
Know your clients better than they know themselves
If your clients are individuals, companies, or both, the client area is packed with features. Add contact information, case handling instructions, billing rates and your professionalism will shine. Optional client access allows viewing case progress in real-time.INVESTIGATORS
Powerful tools to manage any size staff
Investigators can view case assignments, submit updates, enter hours worked and much more. From the solo entrepreneur to a company with hundreds of investigators, each company is able to assign cases, manage, and pay their investigators efficiently.EXPENSES & INVOICES
Create invoices and pay employees in seconds
Spend time on tasks that make money and let the system track the finances. The Quickbooks online integration helps maintain the books while investigators focus on running a business.INVESTIGATIVE REPORTS
Create final reports in a few clicks
Create your own report templates to use in the system. Generate a final report and send it to the client in minutes, not hours. With CROSStrax, you will learn to look forward to report time.CUSTOMIZATION
Setup the system your way, for the types of cases you work
Any case, any size, any type. Domestics, surveillance, missing persons, cold cases, criminal defense, process service, fraud, financial, it doesn’t matter. Customize the system for how you work all the way down to your company name and logo.Access exclusive IRBsearch and CROSStrax discounts through the exclusive Investigators Toolbox promotion.
March 16, 2021 at 2:59 pm #3851 -
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