Private Investigator Case Management Software – 10 Reasons Your Business Needs It

I’ve worked for many nationwide investigation firms in my time, and I’ll say, they do a great job of selling. Although the quality of their work may be good, or it may be bad, what I’ve found is it’s irrelevant; larger companies sell metrics and they do their selling at the tree-top level. They build highly customizable private investigator case management software that extracts the required marketing data (operational results) at the click of a mouse. 

What is CROSStrax?

CROSStrax was designed to take control of investigative agencies and is private investigator case management software and a sales CRM for the investigation industry. It was developed to solve all of the administration problems for businesses that don’t have the money to develop enterprise level software, or simply don’t want to invest their time or their funds in that direction.

CROSStrax is a cloud-based platform that supports all aspects of an investigation, from intake to invoice. You have the ability to easily track investigators, investigations, employees, documents, photos, video, data reports, Internet mining, case notes, final reports, and much more from an enterprise level cloud platform. With private investigator case management software, your investigation business becomes limitless.

Why are so many businesses, in general, moving to the cloud? It’s simple, cloud computing increases efficiency, helps improve cash flow, and offers cost and time-saving benefits, here’s ten of the best I could think of…

1. Flexibility

CROSStrax services are ideal for investigation businesses with growing or varying bandwidth demands. If your needs increase it’s easy to scale up your cloud capacity, drawing on the service’s remote servers. Likewise, if you need to scale down again, the flexibility is baked into the service. This level of agility can give businesses using cloud computing a real advantage over competitors.

2. Disaster recovery

Investigation businesses of all sizes should be investing in some type of disaster recovery, but for smaller businesses, that may lack the required resources and expertise, this is often more a luxury than a reality. CROSStrax is helping organizations buck that trend. Studies show small businesses are twice as likely as larger companies to have implemented cloud-based backup and recovery solutions that save time, avoid any large up-front investment and involve third-party expertise as part of the deal.

3. Automatic software updates

The beauty of CROSStrax is that the servers are off-premise. CROSStrax developers take care of them for you and roll out regular software updates, including security updates, so you don’t have to worry about wasting time maintaining the system yourself. Leaving you free to focus on the things that matter, like growing your business.

4. No Capital-expenditure

CROSStrax eliminates the high cost of hardware and software. You simply pay as you go and enjoy a subscription-based model that’s just smart and easy on the cash-flow. Add to that the ease of setup and management and suddenly your massive IT situation looks at lot friendlier.

5. Increased collaboration

When your teams can access, edit and share documents anytime, from anywhere, they’re able to do more together and do it better. CROSStrax workflow helps your team make updates in real time and gives your team full visibility of their collaborations. Genius, right?

6. Work from anywhere

With CROSStrax, if you’ve got an Internet connection you can be at work. Pretty simple and great for your traveling sales staff.

7. Document control

The more employees and partners collaborate on documents, the greater the need for watertight document control. Before CROSStrax, investigators had to send files back and forth as email attachments to be worked on.

When you make the move to CROSStrax, all files are stored centrally and everyone sees one version of everything. Greater visibility means improved collaboration, which ultimately means better work and a healthier, more compliant, bottom line. If you’re still relying on the old way, it could be time to try something a little more streamlined.

8. Security

Lost laptops are a billion-dollar business problem and potentially the greater loss of an expensive computer is the loss of the sensitive data inside it. CROSStraxgives you greater security when this happens. Because your data is stored securely in the cloud, you can access it no matter what happens to your machine.

9. Competitiveness

Wish there was a simple step you could take to become more competitive? Moving to CROSStrax gives access to enterprise-class technology, for everyone. It also allows smaller investigation businesses to appear more professional and act faster than big, established competitors. Pay-as-you-go service and cloud business applications mean small boutique shops can run with the big boys, and “disrupt” the market while remaining lean and nimble. Imagine David with a Goliath-sized punch.

10. Environmentally friendly

While the above points spell out the benefits of private investigator case management software for your business, moving to the cloud isn’t an entirely selfish act. The environment gets a little love too. When your cloud needs shift, your server capacity scales up and down to fit. So you only use the energy you need and you don’t leave oversized carbon footprints.

Don’t have private investigator case management software yet?

Any two to four of the above benefits would be enough to convince most businesses to move their business into the cloud. But when you add up all ten? It’s a no-brainer.

Call us at 800.464.8819 for a demo and free consultation. Need additional information, visit us on the web at

Are you already using a case management system? If so, what system are you using? Does it meet your needs? What are the most important elements, to you, in a great investigation case management system?

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