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ProTrak International

Read 5 ProTrak International reviews and testimonials from customers, explore 3 case studies and customer success stories, and watch customer videos to see why companies chose ProTrak International as their Customer Relationship Management (CRM)

ProTrak International is the go-to choice for traditional investment managers, hedge funds, funds-of-funds, private equity firms and family offices seeking a highly focused, personalized, industry-specific, and easy to use CRM (Client Relationship Management) platform. Their specialized industry focus, experience and staying power for over 25 years solving problems in the financial services space uniquely qualifies ProTrak's CRM as the best-of-breed software for the buy side investment managers.

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Customer Rating Review Score based on 1252 reference ratings
4.8/5.0 (1252)

5Testimonials

  • “We had been using our own in-house Sales Database System for many years but it was dated. We considered redeveloping the system but when we saw ProTrak we realised that …

    Richard McGrail Head of Information Technology

  • "ProTrak CRM software is an important component in Optima’s marketing and investor relations strategy. Five years ago we had a choice to make regarding which CRM software to use and …

    Arnold Rozenvasser Managing Director

  • Madison Investment Advisors chose ProTrak because of the firm’s dedication to the investment management business. The staff knows our business; they understand the needs of a multi-channel client service and …

    Carol J. Vander Sluis Vice President
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3 Case Studies

  • IISc cuts IP office time by 50% with ProTrak International

  • Head Market Research saves 25% of report prep time with ProTrak International

  • a leading security ISV boosts project schedule adherence by 50% with ProTrak …

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Additional ProTrak International Information & Resources

Read ProTrak International Reviews, Testimonials & Customer References from 5 real ProTrak International customers.

Browse ProTrak International Case Studies, Customer Success Stories, & Customer References from 3 businesses that use ProTrak International.

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