ProTrak Mobile provides fully secured real time access to your critical CRM data

Mobile CRM

ProTrak on Your iPad/iPhone

ProTrak Mobile, a companion to ProTrak CRM (i.e. an on-premises, private cloud), provides core functionality for the mobile user.  Now, investment professionals can get instant access to their critical client, prospect, consultant, and advisor information anywhere and at any time. 

For security considerations, no data resides on the device and all interactions between the device and the ProTrak network are in real time. ProTrak Mobile users can:

  • Send and add emails to ProTrak in just one step.
  • Conduct searches for investors, contacts, consultants or managers.
  • View and create activity notes.
  • Filter notes by type (e.g. meetings/calls).
  • Access investor accounts/funds summary.
  • View and edit the ProTrak calendar.
  • Create and assign follow-up tasks.
  • View emails and document attachments.
  • View the opportunity/pipeline summary.
  • Update notes and calendar items immediately after leaving a meeting.
  • Dictate your notes by voice directly into ProTrak.
  • Get directions to the next appointment.
  • Use filters to locate additional potential contacts in selected cities.
  • View your colleagues’ recent activities.

The new, fully audited, iPad/iPhone app is the latest in a series of developments designed to improve ProTrak CRM’s accessibility and usefulness while giving investment professionals the essential tools necessary to manage sales and relationship management tasks away from the office.