TrackVia Updates

TrackVia mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting more
TrackVia mention · May 4, 2015

Building an App the Simple Way: 6 Database-Powered App Builders

Whether you need to manage customer data, organize inventory information, or keep track of your business contacts, there's likely an app for that. Or 30. The only problem is, no app is a perfect match to the way you work. In your business, you have specific customer characteristics more
TrackVia mention · September 23, 2014

The 25 Best CRM Apps for Every Business

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses. Things change. That’s good: business is growing and you have more people than more
TrackVia update · August 18, 2014

Connect TrackVia to Google Docs, MailChimp, QuickBooks and More

TrackVia, a 'no code' application that empowers companies to build custom apps to run their departments, is now on Zapier. With this integration, professionals can quickly create the specific app they need with TrackVia and then immediately connect it to their collection of other tools, such as Google Docs, MailChimp and QuickBooks, with more
Matthew Guay
Written by Matthew Guay · Last updated August 18, 2016
Our Rating:

When you need to track a process in your business, spreadsheets are one of the easiest things to reach for. With a free-form grid of columns and rows, formulas to crunch numbers and link data from other sheets, and charts to make simple work of those numbers, spreadsheets are de facto way to manage anything.

But they're not perfect. They're difficult to maintain and share with your team, and easy to mess up. That's why a workflow application platform tool like TrackVia can be a much better way to manage your data and workflows.

TrackVia is designed to help manage your workflows in gathering, maintaining, and staying notified about your data as it flows through a process, with tools that everyone on your team can use. And it's easy to start using, either with a pre-built app template or just by uploading your existing spreadsheet templates which TrackVia can turn into an app automatically.

TrackVia apps include Tables which store your data (like a traditional database), Forms to add data, Views to sort through and showcase data, Filters to see data that meets specific criteria, Dashboards to visualize data and see what's going on, and Roles to define who in your team can access which data. Combine that with relationships between tables to link data, customizable notifications when data is added or changed, integrations with 3rd party apps to automate your workflows, options to add code into your TrackVia app to customize it further, and mobile apps to view and add data on the go, and you have everything you need for custom, in-house apps that you can build with little to no codeing.

You'll start out by adding the fields you need to your tables, or editing the ones added by default from a spreadsheet you've uploaded. You can include any standard text and number fields, along with drop-down lists, and special fields for dates, emails, documents, locations, and more. There are also calculated fields to crunch numbers or auto-generate new values, from email addresses to distance calculations based on other fields, as well as triggered fields that add if logic and other code-like features without writing any code.

Once you've added those tables, you can then build forms to let your team add data to tables via the TrackVia website or the mobile apps. Those forms can add anything to your tables—including documents, images, location, and text—or they can lookup data from other tables by search or scanning barcodes and QR codes.

With your tables filled with data, it's time to start putting it to work. For that, you'll first add Views which can show specific parts of your data in the way you want. Select a table, then choose what data to show, how to order it, and calculate values or display the data in the charts or visualizations that fit it best. You can then pull those views together along with forms into a dashboard, so your team can easily view and add data in the ways that reflects the way your team works. Then, your team can open TrackVia in their browser or mobile app, see the data they need, and add new records from anywhere. It'll fit your business' needs perfectly.

Unlike most apps, you'll need to take time to setup your customized TrackVia app and get it to work the way you want. Or, you might not even need to do that, since TrackVia offers professional design services to help you get the app you want built within weeks. Once that's done, you'll have an app that works exactly the way you want, to manage your data and create a workflow that fits your team. And if anything ever needs changed, you can tweak your app quickly to scale it as your team grows.

TrackVia Resources:

Review originally reviewed 3 Apr 2015; re-reviewed 18 Aug 2016 to include TrackVia's new features.

Have any feedback on this overview, or something we should change? Let us know!

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.

Learn More