Customization & Integration with CROSStrax

CROSStrax is designed to adapt to your investigative workflow, not the other way around. Whether you’re a solo operator or managing a national team, you can fully customize the platform to match your agency’s needs. From case types, report templates, and automated notifications to user roles, custom fields, and client branding, CROSStrax empowers you to take control.
But we don’t stop at customization. CROSStrax also supports seamless software integration, allowing you to connect with tools you already use. Whether it’s importing data, syncing calendars, or linking with third-party systems like CRMs, accounting platforms, background check tools, or cloud storage, CROSStrax makes your ecosystem work together.

Essential features to monitor business growth and performance.

Run reports on all phases of your business.  Review where your company excels and identify areas that need improvement.  The company reporting feature provides easy to read reports.

Utilize the built-in CRM to capture a potential client’s information for follow up later on.

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Built-In CRM

The Customer Relationship Manager (CRM) can track leads, marketing activity, new opportunities and events like client meetings or conferences.

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Client & Sales Metrics
What type of case is most requested?  How many cases did XYZ assign last month?  Were sales up from last month?  Run these reports and hundreds more.
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Enhance Productivity
See how much time staff are spending on certain tasks.  Upload frequently used documents to an area and the investigators can access them when needed.

Data you can use to improve and grow!

Run powerful reports to view and evaluate performance.  What type of cases are you getting most often?  If you have a sales rep, what are they bringing in?  Who is your most profitable client?  What types of cases are assigned the most?  Answer questions and see how your business is performing anytime.

What is SOC Type 2?

Achieving SOC 2 Type II certification is a rigorous and demanding process that demonstrates our deep commitment to data security and operational excellence. This certification isn’t just a checklist; it requires months of preparation, ongoing documentation, and an in-depth audit by an independent third party.

Unlike Type I (which evaluates a point in time), SOC 2 Type II assesses how well an organization’s security controls perform over an extended period, typically 3 to 12 months. Successfully earning this certification proves that we consistently follow strict standards for security, availability, and confidentiality of customer data. Few companies meet this high bar, and we’re proud to be among them.

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What is SOC Type 2?

Achieving SOC 2 Type II certification is a rigorous and demanding process that demonstrates our deep commitment to data security and operational excellence. This certification isn’t just a checklist—it requires months of preparation, ongoing documentation, and an in-depth audit by an independent third party.

Unlike Type I (which evaluates a point in time), SOC 2 Type II assesses how well an organization’s security controls perform over an extended period—typically 3 to 12 months. Successfully earning this certification proves that we consistently follow strict standards for security, availability, and confidentiality of customer data. Few companies meet this high bar, and we’re proud to be among them.