CROSStrax, a web-based case management system designed for the investigative industry, announces that in addition to Client Reporting modules, the platform offers internal Company Reporting as well. The Company Reporting package can provide daily sales numbers, profit margin information, client metrics, budgets, and information that enables an investigative business to operate smoothly and profitably.
For more information, please go to https://www.crosstrax.co/about/
TIG Risk Services, a Florida- based fraud investigation agency, used their extensive knowledge of the investigative industry, to create CROSStrax to meet the administrative needs of private investigators. According to their latest announcement, the CROSStrax software helps investigators manage any size caseload and keeps accurate records of expenses, billable hours, and income.
The CROSStrax Company Reporting feature is designed to continually monitor the performance of a private investigation agency, tracking the number of cases and the hours billed per case, identifying the most requested services, and monitoring the performance of each investigator. The software also has a time-tracking option that logs investigative activities with a description, the person responsible, and the amount of time spent on the activity, making customized reporting more accurate.
The CROSStrax Client Reporting module helps manage and document cases as they flow through the company from intake and investigator assignment to follow-up tasks, report generating, and invoicing. The system records notes and automatically emails all relevant staff members to notify them of significant events or scheduling changes on cases as soon as they happen, and the report generator compiles reports for client updates and final findings.
The team at CROSStrax is committed to staying ahead of the curve and listening to suggestions from their own staff as well as the investigative community in general. Feedback from actual cases and the real-life experiences of investigators plays an important role in improving the software to meet the changing needs of the investigative industry, enabling the company to update the platform with new features and technology on a regular basis.
“Absolutely the #1 software for investigation case management, we are thrilled to be working with CROSStrax and their expert team.” said Brandon B, a satisfied CROSStrax customer.
TIG has been providing quality investigative services nationwide for over 20 years. They have developed a proprietary investigative methodology to identify and assess the risks their clients face in a wide range of industries. According to TIG Risk Services, CROSStrax supports the investigative industry with technological enhancements and software tools that help private investigators operate more effectively and provide their clients with better services. TIG Risk is partnered with BeeSeen Solutions, a premier provider in Digital Marketing and Outsourcing. Patrick Pinto CMO stated, “Working with TIG Risk Services and CROSStrax continues to showcase tremendous success. They take a next generation approach and understanding on how to successfully drive a digital strategy. They take a customer first approach ensuring every experience is positive no matter what the situation.”
For more information about the CROSStrax case management system and its application for private investigators and agencies, please visit https://www.crosstrax.co/about/
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