ProTrak International Announces ProTrak Mobile for BlackBerry PDA's

New York, NY (PRWEB) June 7, 2009

ProTrak International today announced full scale integration with BlackBerry handheld devices for their popular CRM application. ProTrak Mobile, the BlackBerry component that was developed by ProTrak exclusively for the ProTrak Advantage CRM system, features completely secure wireless access to the ProTrak database for searches, retrieval and updates to the central data store.

"BlackBerry is an essential tool for the investment management professional in today's marketplace, said Simon Koziel, president of ProTrak. We are extremely pleased to be able to offer the absolutely best, tailored solution for our clients." With ProTrak Mobile, users can:

•     Conduct searches for investors, contacts, consultants, managers or funds
• View and create activity notes
• Create and assign follow-up tasks
• View and edit the ProTrak calendar
• Ensure full audit capability so compliance can see which updates were done from the Blackberry and by whom
• Have complete security based on ProTrak's extensive user permissions matrix
• Easily send Call Reports to colleagues within the organization
• Assign contacts to mass mail lists while traveling

"We specifically designed and developed ProTrak Mobile to have the same look and feel as our CRM solution, instead of simply placing a pre-developed BlackBerry package on top of ProTrak", said Koziel. For example, ProTrak includes a "Send and Add to ProTrak" option in Outlook e-mail. And, ProTrak Mobile lets users Send and Add e-mails to ProTrak whether they are in their BlackBerry Contacts' Address Book or in the ProTrak Mobile application.

Ease of use and consistency with the ProTrak CRM platform were major design considerations that went into the development of ProTrak Mobile. "I am confident that our users will be able to move seamlessly between their ProTrak desktop and ProTrak Mobile applications", added Koziel.

About ProTrak International, Inc.
ProTrak, a recognized innovator and industry veteran, has been providing best-of-breed client relationship management (CRM) solutions to the investment management community for over 20 years. ProTrak has the only CRM software suite that fully serves the needs of both traditional and alternative investment managers. The ProTrak Advantage CRM system improves the effectiveness of client service, sales & marketing and research teams by providing tools for managing the complex, multi-dimensional relationships common to the investment management industry. For more information visit http://www.protrak.com.

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