TracPlus

PerformanceDelta, LLC

About this app

Introducing the TracPlus App! Create, send, edit, and update referrals directly from your mobile device!

Your organization's subscription to the TracPlus system unlocks the app's capabilities and provides seamless integration with ReferralTrac. New referrals, edits, and updates are reflected in real-time in the app and desktop versions!

Features include:
- Homepage dashboard - customizable overview of referral activity
- Streamlined user-friendly interface - send referrals directly quickly and easily
- TracPlus ReferralTrac Integration - whether app or desktop, info stays in sync
- See all referrals you've sent and received
- Add comments, notes, and calls to referrals; update the referral's current status
- Display referral activity - display referral activity, including created referrals, status updates, comments, calls added, new products added, and closing status
- Receive push notifications - Instant updates on referral additions, updates, and changes directly through the app. Customize which notifications to receive

The TracPlus App puts the power of ReferralTrac in your pocket. The app's mobility means you are no longer limited to the office to send, edit, or update your referrals. A sleek and intuitive design provides a user-friendly experience that is accessible anywhere.

What’s new

This update includes enhancements to improve scheduling and efficiency:
- All date fields now support the creation of calendar events or ticklers.
- The 'Next Call Date' and 'Next Call Reason' fields have been added for referrals.