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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The software you utilize, including your CRM and its integrations, must possess the adaptability to fit your team's unique operational style. Additionally, it should be robust and dependable to ensure consistent performance today while also paving the way for innovative advancements tomorrow. For more than twenty years, Cobalt has been dedicated to creating and enhancing tools tailored to seamlessly integrate with Microsoft Dynamics 365. Their offerings, which include membership management, certification, events, eCommerce, migration solutions, and more, are actively utilized by a diverse array of membership organizations, certification entities, small and medium enterprises, alongside numerous partners and users of Dynamics 365. Cobalt's commitment to innovation and user satisfaction continues to drive their development efforts.

Description

TrackIt! serves as a comprehensive Membership Tracking and Job Referral System tailored specifically for Union Organizations. This robust software solution empowers unions by enabling effective management and reporting of all member and contractor-related activities. Key functionalities encompass managing referrals, dispatches, maintaining out-of-work lists, tracking dues and assessment delinquencies, and handling training certificates. An exciting addition is our new Accounting Link, which flawlessly integrates with existing accounting systems, allowing for seamless transfer of all dues, fees, and assessment income with just a single click! TrackIt! also maintains a thorough history of dues and assessments, referrals, work experiences, and tracks important elements like certificate renewals, meeting attendance, and eligibility for service pins. One of the standout attributes of TrackIt! is its exceptional reporting capabilities, enabling users to quickly and efficiently generate a variety of reports, including delinquency letters, work hours, income statements, certificates, remittances, as well as phone and address lists, alongside labels. Overall, TrackIt! significantly enhances operational efficiency for unions by streamlining administrative processes and providing invaluable insights through its extensive reporting functions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Momentive Software Yes 

Integrations

Microsoft Dynamics 365 No 
Momentive Software No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Momentive Software

Country

United States

Website

www.cobalt.net

Vendor Details

Company Name

ACC Computer Services

Website

www.trackit-software.com

Product Features

Association Management

Chapter Management Yes 
Committee Management Yes 
Dues Management Yes 
Election Management Yes 
Email Marketing Yes 
Event Management Yes 
Financial Management Yes 
Fundraising Management Yes 
Jobs Board No 
Member Communities Yes 
Member Directory Yes 
Member Portal Yes 
Membership Management Yes 
Website Management Yes 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Membership Management

Application Management Yes 
Automatic Renewals Yes 
Committee Management Yes 
Dues Management Yes 
Email Marketing No 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership No 
Payment Processing Yes 
Website Management Yes 

Product Features

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management No 
Dues Management Yes 
Email Marketing No 
Event Management No 
Member Directory Yes 
Member Portal No 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership No 
Payment Processing No 
Website Management No 

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