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Superior Email Communication
Being an investigator requires a multi-faceted approach to your job. By using CROSStrax, investigators have the ability to work seamlessly with a combination of email, documents, photos, video, and spreadsheets. This can make it difficult to summarize case information, track correspondence, and maintain a complete record of investigative activities.
With CROSStrax all of your case information is in one place. Within each case file, you’ll have the unique ability to send correspondence, attach files, manage tasks and generate template letters.
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CROSStrax makes tracking communications simple. Users can produce and send emails from within each the case file. From there, each email is logged with who sent the email, to whom it was sent, what was said in the email and whether or not there were attachments and what the attachments were. Each email is automatically saved within the case notes in each individual case.
Electronic mail is critical because it creates a fast, reliable form of communication that is easily accessible. Also, email provides digital documentation of each communication for future use.
With CROSStrax you have the ability receive emails from external sources, such as Outlook or Gmail. For example, if a user sends a communication to a client, an investigator, or anyone else, and the recipient simply replies to the communication, CROSStrax will copy the reply email into the case notes of the correct case file and follow-up by sending a copy of the email to the users traditional “Inbox”, whether it be Outlook or Gmail, or any other email client. This way, investigators maintain a clear correspondence audit trail of all email records related to a case with no effort whatsoever.
By using this feature, users maintain clear and accurate documentation of all email records related to a case without the heavy lifting typically associated with cutting and pasting.
Always Links to the Case
CROSStrax was designed to save time, money, and effort. In each communication sent from a case, there will be a hyperlink inserted inside the body of the email. If the recipient wants to see the case the communication is referring to, they can simply click the hyperlink and it will bring them right to the case after they sign into CROSStrax. This feature alone will get your clients using your system for files, making it more likely they’ll continue using you for their investigations.
This feature alone will get your clients using your system for files, making it more likely they’ll continue using you for their investigations. Additionally, this makes interdepartmental emails a breeze inside of CROSStrax. Risk managers, HR reps, and anyone involved in the investigation will be able to quickly refer to the assignment for reference.
CROSStrax is cloud-based case management and CRM software designed to streamline the process of managing an investigation as well as your clients who assign them. CROSStrax will assist your company in becoming more organized, efficient, and profitable with less effort.
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