Check out how our integrated ATS, CRM and Recruitment Automation Software helps your team create better relationships, processes, and more.
With Tracker’s in-built Email Campaigner you no longer need to use 3rd parties to send professional looking emails from your CRM.
With unlimited Send Lists containing any number of Clients or Candidates, quickly build or combine lists to target business development or just keep your customers up to speed on the latest news.
Your emails can be fully personalized and small batch campaigns can be sent directly from your own email account. For larger campaigns, use our own Campaigner and with some small technical changes on your domain, can be sent neatly on your behalf.
All Email Campaigns sent can be tracked within our CRM immediately, be that opening the email, clicking a link or downloading a file and with full unsubscribe management we auto opt-out unsubscribers meaning the days of trying to synchronize data between your CRM and campaigning tool is over!
One of the most sophisticated features of any CRM and the only ATS to have its own fully integrated built-in Sequencer, Tracker has the ability to enrol anyone in the system on a Sequence providing unrivaled personalization and allowing any data field or custom field to be included in email or text messages.
The sequencing function is based on allowing a sequence of emails, text messages or pure workflow tasks to be authored, and a schedule or sequence created that will automatically send these out based on the timings of the sequence.
Our Sequencer supports both business development and onboarding sequences by applying a schedule on any given date, be that the current day, or the date a Candidate is due to start their new job.
And with the full extent of our 30+ professional and responsive template also available, your team can create and schedule the most engaging, individual and compelling sequences in just 4 click of a mouse!
On top of all this, our sentiment engine reads replies and can take the most appropriate action based on either a positive or negative response. Coupled with constant analysis of the data in Tracker, this means that if anything changes in the data such as status or an inbound telephone call etc., the Sequencer can react accordingly without any intervention.
Along with our Email Campaigner, Tracker also provides support for your Telesales Campaigns where you can quickly build call lists and assign them to your teams to dial out.
Your teams can quickly view the full details and history of the people they are calling to make for the most informed conversation, and with our telesales call-script builder you can ensure they are always on message.
Calls can be quickly logged or follow-ups schedule if they are not available, and if you do have a successful call, actions available include opting-in or opting-out, adding to further campaign lists, sending instant emails or text messages, or creating a new Lead record for anyone to pick-up and progress through the sales process.
Making the right impression is important and professional looking emails ensure you achieve that impression from the get go.
Tracker has partnered up with BeeFree.io, the world’s leading fully responsive Campaign Builder and we include 30+ free professional templates for you to use however you wish.
This simple to use drag-and-drop editor allows your team to create compelling, responsive emails that can be viewed consistently on any device.
We also provide personalization as standard making those campaign emails that little bit more personal and engaging to the recipient.
Automation is about letting your software do the heavy lifting when it comes to marketing, recruitment processes, sales nurturing, onboarding activities, and more.
This increases the productivity of your marketing, sales and delivery teams by automating the repetitive tasks such as follow ups, informative communications about upcoming placements, or simple newsletters. And with our data driven decision logic, as soon as the information changes in Tracker, so can the route of your automation.
By understanding the context of the communication and our ability to detect “good” or “bad” replies using our in-built Sentiment Engine, we can ensure success at each stage.
If you take Business Development seriously or feel your brand agenda is to provide consistent communication to Candidates, then Marketing Automation is an essential part of your CRM strategy.
Send Custom Web Forms to anyone and collect live information directly back into Tracker such as Contact Us, Onboarding Forms, Registration, Reference and Surveys.
Additionally, Tracker allows you to send secure, legal binding and industry compliant documents without leaving the system with our Custom Web Forms and eSignature integration. Deliver as many forms and documents to your clients and candidates via email, with a secure link, or simply embed on your website.
Example Use Cases:
A campaign of any kind is only as good as the actions you encourage and the return actions you perform as a result.
With Tracker’s campaign Statistics, you can analyze and action instantly without the need to use a 3rd party tool, or synchronize your campaign results back into your CRM in order to correlate between your send statistics and your results.
With our clear statistical dashboard, you can quickly review the overall performance of your campaigns, the engagement timeline showing when impact is most prevalent, and quickly filter on the key aspects of these statistics in order to drill down to the individuals and make fast decisions on the most appropriate next steps.
Our handy individual timeline allows you to see the entire campaign history for any person, when they were sent campaigns, opened them, clicked-through links or downloaded documents or if they unsubscribed.
Zapier (https://zapier.com) is a cloud-based automation service that moves clients data between web-based connectors for over 1,500 applications including most of the accounting, payroll and campaigning software in use by our clients.
We are therefore excited to announce that we are in beta stage roll-out of this powerful new integration!
Zapier works by allowing our clients to hook into events that occur within TrackerRMS (called Triggers) and that when these triggers happen, can action something in another application such as Sage, Quickbooks, Google, Hubspot and so on.
For example, when a new customer is created in TrackerRMS, it can be automatically sent to Sage Online, of when a Task in TrackerRMS is completed, it sends an email to a staff member as well as updating Google Calendar and Microsoft ToDo lists. It’s that simple and these “zaps” can be created with a simple drag-and-drop interface, opening up a world of opportunity for moving information from one key system to another without the need for a single line of code!
Schedule a Demo of the Tracker platform for a customized assessment of your firm’s needs and pricing, and start building better relationships with a better recruitment software.