In the private investigation business, efficiency, accuracy, and streamlined operations can make you or break you. Juggling multiple cases, managing client communications, and handling extensive documentation requires a robust case management system.
The big question is: Which private investigator case management software system is your best choice?
Enter CROSStrax and TrackOps—two leading Software as a Service (SaaS) platforms designed for private investigator case management Today, we’re comparing the features of the two systems to see how they stack up against each other.

H2 What is Investigation Management Software?

Before diving into the nitty-gritty of CROSStrax and TrackOps, you need to understand what investigation management software is and how it benefits private investigators.
Investigation case management software (CMS) systems are powerful tools designed to help private investigators manage their cases more efficiently. These platforms offer a suite of features that streamline various aspects of investigative work, like:

• Case documentation.
• Time tracking.
• Client communication.
• Report generation.
• Repetitive task automation to reduce errors and save time.

By centralizing all case-related information, investigators can ensure they never miss a detail, maintain a high level of organization, and ultimately deliver better results for their clients. Whether you’re a licensed investigator, in law enforcement, or manage security, investigation management software transforms case management into a structured and manageable workflow.

H2 Feature Comparison: CROSStrax vs TrackOps

When it comes to managing case information, following best practices is essential. CROSStrax and TrackOps are two leading platforms designed for case-handling processes for private investigators. Let’s compare and contrast seven key features to see how these private investigator CMS software platforms perform.

H3 1. User Interface and Ease of Use

Do you remember that old coffee pot that was impossible to figure out? Frustrated you, didn’t it?

According to a recent report by PWC, 80% of American consumers point to speed and convenience as two of the most important elements of a positive customer experience.

Being able to learn how to use a software tool is one of the most important parts of the process. Because, if it’s clunky and complicated, people aren’t going to use it.

CROSStrax: One of the standout features of CROSStrax is its user-friendly interface. Designed by private investigators with simplicity in mind, CROSStrax ensures that even the least tech-savvy investigators can navigate the platform with ease. The dashboard is intuitive, and all the critical functions are accessible within a few clicks. This ease of use reduces the learning curve and allows investigators to hit the ground running.

TrackOps: TrackOps also boasts a clean and organized interface. However, it may require a bit more time to get accustomed to its layout. While it offers comprehensive functionality, the initial setup and navigation might be slightly more complex.

H3 2. Case Management

Storing and organizing case files so data can be retrieved as needed is another element to expect from investigation software.

CROSStrax: The software excels in case management. Store information like phone numbers, public records information, case types, video time and date stamps, and more. Investigators can create and manage case data effortlessly, track case progress, assign tasks to team members, and set deadlines. The platform also supports custom case templates, allowing investigators to tailor their workflow to specific types of investigations.

TrackOps: This CMS provides a solid case management system with similar capabilities, including task assignment, deadline management, and pre-built templates. Both tools provide plenty of features and flexibility for diverse investigative cases.

H3 3. Client Portal
A robust client portal makes all the difference in private investigations, especially when collaborating with law firms and other clients. With multiple active cases, seamless communication and transparency are crucial.

CROSStrax: A dedicated client portal makes it easy for investigators to communicate with their clients. Clients can log in to view case updates in real-time, access reports, and communicate securely with the investigator. This feature helps improve client satisfaction and saves time for investigators by reducing the need for constant (time-consuming) status updates by phone or email.

TrackOps: This platform also features a client portal, providing similar functionality. However, some users report that the CROSStrax client portal is easier for clients to maneuver, which can make a significant difference in user experience and customer satisfaction.

H3 4. Report Generation
Private investigator software should be able to generate detailed and professional reports, ensuring all critical information is presented clearly and accurately to clients.
CROSStrax: The platform offers customizable report templates, allowing investigators to create professional and comprehensive reports quickly. It also provides a way to automate frequent words and phrases in a dropdown menu, saving time.

TrackOps: This solution offers robust reporting capabilities as well, including customizable templates. While both platforms are strong in this area, CROSStrax’s ease of use and flexibility in report customization often receive higher praise in user reviews.

H3 5. Integration with Other Tools

Choosing the right tool for case management often hinges on how well it integrates with other essential software. Licensed investigators benefit from seamless tech integrations between their software tools.

CROSStrax: Numerous integrations with a wide range of third-party tools, including QuickBooks, Delvepoint, Zapier, SkopeNow, and more is available. This integration capability enhances the platform’s functionality and allows investigators to create a more cohesive tech stack and productive workflow.

TrackOps: TrackOps also supports integration with several third-party applications. However, the range of integrations available in CROSStrax is more extensive, providing more options for investigators.

H3 6. Time and Expense Tracking

Accurate time and expense tracking is necessary for private investigators to maintain profitability and ensure transparent billing. Efficient tracking tools can streamline business practices and improve overall financial management.

CROSStrax: This platform simplifies this process with its integrated time and expense tracking features. Simply enter the hourly rate into the client’s file and the system does the rest. Investigators can log hours, track expenses, and generate invoices directly from the platform, ensuring accurate billing and financial management.

TrackOps: TrackOps also includes time and expense tracking features. Both software systems have mobile apps to make time tracking even easier and more accurate.
When it comes to time and expense tracking, both tools are robust and perform well.

H3 7 Pricing

Finding a cost-effective private investigator CMS software solution without compromising on features is important for budget-conscious private investigators. Both CROSStrax and TrackOps offer different pricing structures designed to cater to various needs and budgets.

CROSStrax: CROSStrax provides a tiered pricing model with 5 paid plans that accommodate the needs of solo investigators and larger agencies. The annual pricing plan offers roughly one month free.

• Free trial: 7-day, no obligation free trial.
• Entry: $35/month or $420/year.
• Essential: $65/month or $780/year.
• Executive: $105/month or $1260/year.
• Elite: $195/month or $2340/year.
• Enterprise: $295/month or $2540/year.
CROSStrax is a pay-as-you-go platform with no required contract.

TrackOps: The system has its pricing set up with a free trial and 3 paid plans to appeal to every need and budget. They don’t offer savings for subscribers who pay annually.

• Free trial: 15-day, no obligation free trial.
• Basic: $99/month.
• Plus: $149/month.
• Premium: $199/month.
TrackOps also uses a pay-as-you-go subscription plan with no contracts.
While both platforms offer choices, CROSStrax provides more options for users to get what they need without paying too much for features they don’t. In addition, while TrackOps offers a bit longer trial period, CROSStrax’s entry-level plan is more cost-efficient.

H2 CROSStrax Is Your Turn Key Case Management Solution

Both platforms are powerful case management tools that offer features designed to enhance the efficiency and effectiveness of private investigators. However, CROSStrax consistently stands out in several key areas.

CROSStrax’s user-friendly interface and feature-packed platform make it an ideal choice for investigators seeking an easy to navigate solution that can be tailored to their specific needs. The platform’s superior integration capabilities, robust report generation, and numerous pricing plans further solidify its position as the preferred private investigator CMS software.

In the end, the decision between CROSStrax and TrackOps will depend on the investigator’s specific needs and preferences. However, for those prioritizing ease of use, customization, and budget-friendliness, CROSStrax has an edge as the best private investigator case management software system. Sign up for a no-obligation 7-day trial today.