ClientTrack comes built with easy-to-use design tools that allow you to create your own workflows, forms, queries, logic rules, and eligibility requirements, empowering you to build a solution tailor-made for your unique circumstances, even as these circumstances change and require new elements
Customer Reviews
User in Non-Profit Organization Management
Advanced user of ClientTrackIt has great capability to track clients effectively.
You cannot proceed without entering specific data, such as a SS#. This is not the best tracking system for some organizations.
It is expensive per account, but very efficient and can also allow several organizations in a community to track the same clients without duplication of records.
It allowed us to track clients on a long term basis (years) and eliminated the use of many paper forms, due to the ability to add many factors in the system instead of filing the information in a cabinet.
