Custom Workflows & Processes

Digitize and automate the processes unique to your business or industry

Just about every successful company has a unique business process or workflow. For some companies, it’s how they onboard employees or distribute work orders. For others, it’s how they do compliance audits or safety inspections. With TrackVia you can quickly and easily configure a fully custom solution to your unique process or workflow, using our drag-and-drop interface. 

Great for filling workflow gaps

Many companies have corporate systems to run their business, but not everyone has access to them. As a result, managers and employees often resort to using basic tools like paper, spreadsheets and email to track their work. TrackVia offers departments and field workers a user-friendly solution for tracking, managing and reporting their work. It seamlessly integrates with corporate systems like ERP, CRM, Accounting and HR, enhancing operational efficiency and ensuring everyone works with consistent data. 

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The one-stop-shop for smarter processes.

Our workflow management app can help you do the following:

Start with spreadsheets you already have

Since a lot of people resort to spreadsheets to track their work, it’s a common starting point. TrackVia can instantly convert those spreadsheets into a starting blueprint of your new workflow. From there, it’s simply a matter of configuring and customizing your custom workflow solution. 

Connect people and data always

Ensure every team is on the same page by assigning tasks and triggering new workflows when tasks are complete. Make certain nothing gets overlooked or delayed with custom thresholds, triggers, alerts, notifications, and approvals.

Enjoy web, mobile, and offline freedom

Use your app on any device, in any location, even when offline. Gather even more data like account notes, photos, signatures, and more. Integrate your app with drag-and-drop ease to existing systems for real-time data insights and visibility.

Make decisions with real-time reporting

Instantly view customizable dashboards, charts, and graphs, or schedule reports to go out automatically. Plus, you can make changes to your app in seconds to keep up with risk and compliance requirements.

Turn ideas into reality fast.

If you’re ready to simplify any or all of your unique business challenges, you’re in the right place. TrackVia is the fastest and most cost-effective way to transform your operations, plus it easily scales as your workflow management system grows. Backed by the most-trusted no-code/low-code platform and the industry’s best customer experience, you should rest assured knowing you’re in good hands.

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A green circle on a white background can be found in TrackVia's interface.

Transform Your Business with TrackVia.

Request a demo today and see how TrackVia can help your company increase efficiency, reduce errors, and drive greater agility across your organization.

A dashboard with graphs and charts, created using TrackVia.