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Partners

Key Integration Partners

 

IRBsearch

CROSStrax has partnered with IRBsearch to deeply embed their skip‑tracing platform within the case management system. Users can access powerful, real-time data—including nationwide public records, vehicle sightings, and court documents—right from CROSStrax. This partnership streamlines functions like email/chat integration, media uploads, billing, and reporting crosstrax.co+10irbsearch.com+10benchmarkone.com+10.

 

Zapier

CROSStrax integrates seamlessly with Zapier, enabling users to connect with thousands of apps (including Stripe, Google Drive, HubSpot, Xero, Wix, and more) for no-code workflows. Triggers like “New Case” or “New Contact” can automatically kick off actions across connected platforms, making cross-app automation effortless bookafy.com+2zapier.com+2zapier.com+2.

 

Bookafy

Through Zapier, CROSStrax also integrates with Bookafy. This allows data from scheduled appointments—like contacts and events—to flow into CROSStrax and other systems (e.g., CRMs, accounting, messaging), enhancing scheduling automation bookafy.com.

 

ServeManager (via airSlate)

Another notable integration is with ServeManager via the airSlate platform, streamlining processes such as document transfer, billing, calendar syncing, and messaging between both systems airslate.com+1zapier.com+1.

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.