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What is TraceEngine?

A premier authority in case management systems has introduced a specialized software designed for skip tracing, named TraceEngine, which enhances the speed, ease, and efficiency of the process. Powered by the advanced PoloniousEngine, it draws on two decades of expertise in delivering top-tier investigation software. With a cloud-based framework that ensures reliable hosting and security, users can set up the system in less than ten minutes. The initial 30 days of usage are complimentary, and ongoing support is available for a monthly fee of $165, with no long-term contracts required, allowing users to cancel whenever they wish. TraceEngine boasts robust functionalities tailored specifically for skip tracing, enabling users to handle a greater volume of cases and increase their business opportunities. The intuitive interface allows for easy assignment of cases to investigators via a straightforward search and select feature, and if any case details are missing from the system, an interactive widget facilitates their quick addition. This software not only streamlines the workflow but also empowers users to maximize their operational effectiveness in the field of skip tracing.

What is ServeManager?

Effectively oversee service tasks, keep clients updated, produce documentation, enable online payments, and much more. Start by initiating a new job and entering the required details, which will automatically synchronize across various job stages. Preserve your attempts and specific service information while choosing which events you want to share with the client. The job and service details will be displayed according to the template you select. Once you review or modify the information, you can print and sign the necessary documents. Track your services from inception to conclusion, entering data just once to conserve time, as information seamlessly transitions throughout each service's lifecycle. Additionally, you can send email notifications or invite clients to set up a complimentary account, allowing them to submit services, upload files, and monitor their progress independently. Streamline your payment collection by allowing clients to pay directly from the invoice online, minimizing the time and effort spent on collecting payments. By integrating GPS data into your services, you enhance transparency, catering to clients who increasingly demand this information, especially as it is mandatory in certain legal cases. This streamlined approach not only elevates client satisfaction but also creates a more structured and efficient workflow. With these tools at your disposal, you can focus on delivering exceptional service while automating routine tasks.

Media

Media

Integrations Supported

AWeber
Gmail
Google Calendar
Google Drive
Google Forms
Mailchimp
Mailgun
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Process Server Software
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

Integrations Supported

AWeber
Gmail
Google Calendar
Google Drive
Google Forms
Mailchimp
Mailgun
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Process Server Software
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$165 per month
Free Trial Offered?
Free Version

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Polonious

Date Founded

2004

Company Location

Australia

Company Website

www.polonious-systems.com/cloud/traceengine/

Company Facts

Organization Name

ServeManager

Date Founded

2010

Company Location

United States

Company Website

www.servemanager.com

Categories and Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Investigation Management

Contact Management
Data Management
Incident Management
Reporting & Statistics
Subject Profiles

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

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