ProTrak International Announces New CRM App for Apple's iPad

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ProTrak International today released ProTrak iPad, the latest component in their family of Mobile software for the popular ProTrak Advantage CRM platform

ProTrak International today released ProTrak iPad, the latest component in their family of Mobile software for the popular ProTrak Advantage CRM platform. ProTrak Advantage has been the CRM of choice for many global Investment Managers, Hedge Funds, FoHFs, Family Offices and Private Equity firms for 25 years.

“As mobile users continue to embrace compact tablet devices, we are very excited about our solution for the popular Apple iPad,” said Simon Koziel, President of ProTrak. “ProTrak users now have instant access to critical CRM data and can update their task lists anywhere they have a wireless or cell phone signal.”

The latest release of ProTrak Mobile is a native iPad application developed internally at ProTrak. The application takes full advantage of the iPad’s larger format to deliver an excellent user experience. Users can easily stay on top of their Calendar Follow-ups, search for contact and company details, review Activity notes, emails and document attachments as well as update their notes and calendar from the airport lounge, inflight or from a local Starbucks. In addition, the application’s advanced Search and Filter capability lets users focus on the data they need when they are out of the office.

“This new iPad app is just one of a series of developments designed to improve the accessibility and usefulness of ProTrak’s CRM solution,” stated Koziel. “This includes the imminent release of our web-based version of ProTrak, and, of course, many of our users are presently using ProTrak data on various mobile devices.”

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 25 years. ProTrak was designed from the ground up to serve exclusively the needs of institutional investment managers – traditional managers, hedge funds, FoHFs, private equity firms and pension funds. The ProTrak Advantage CRM system improves the effectiveness of the client service, sales & marketing, research and compliance teams by providing tools for managing the complex, multi-dimensional relationships common to the investment management industry, as well as critical features like workflow management, enterprise security controls, un-paralleled mass e-mail support and ad-hoc reporting. For more information visit http://www.protrak.com.

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Shirley Wong
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