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TrackVia vs Salesforce Platform: Which is a better fit?

Updated on January 14th, 2025
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Summary
Key features rated by users
Features selected based on 6,443 reviews from Workflow Management users.
% Fit
Not enough reviews
Feature ratings
Customizable Reports
2.0
Task Management
4.6
Commenting/Notes
--
Real-Time Data
--
Customizable Fields
--
% Fit
Missing features
Feature ratings
Customizable Reports
NA
Task Management
4.1
Commenting/Notes
NA
Real-Time Data
NA
Customizable Fields
4.4
User satisfaction
4.6
User reviews39
Ease of use
4.4
Functionality
4.2
Value for money
4.2
Customer support
4.7
4.3
User reviews342
Ease of use
3.9
Functionality
4.3
Value for money
3.9
Customer support
3.9
Price starts from
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

TrackVia works with mid-to-large sized companies who are rapidly growing or expanding their operations. We specialize in organizations with large contingencies of remote or field workers.

With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Our customers benefit from a shared main framework, while maintaining privacy.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
Rod S
National Field Sales Administrator
5.0

Rod S.: Hi, my name is Rod, and I work for an FMCG company with 500 plus employees here in Australia. For our use with Salesforce Platform, I'd absolutely give that a score of five out of five. Before we moved to Salesforce Platform, we used a front-end tool called StayinFront, and we moved from that to Salesforce Platform because StayinFront was unable to be shared with the broader business from a reporting and data access sense. We chose Salesforce Platform because of the ease of customization and the ability, through the permissions, roles, and profiles, to be able to give appropriate data access and information flow to all areas of the business and users that needed it. Bringing Salesforce into the business and going through the build and onboarding process with all of the users was very, very simple. The usability of the platform is really easy for most users to grasp when the functionality is all very intuitive. For anybody out there who's considering moving to Salesforce Platform, I would absolutely recommend it. The customization ability of the platform, the usability of the platform, and the ability to report on any data field within the platform makes it all a really good CRM for being able to track and invest in your customers.

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User interface
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268338 video thumbnail}
1 Video
134095
5 screenshots
268338
4 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Access Controls/Permissions
207
Important
Activity Dashboard
388
Important

TrackVia

Top Features
28/34
  • Activity Tracking
  • Email Management
  • Monitoring
  • Project Workflow
  • Rules-Based Workflow
  • Template Management
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Business Process Automation
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Drag & Drop
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • No-Code
  • Progress Tracking
  • Real-Time Data
  • Reporting/Analytics
  • Role-Based Permissions
  • Search/Filter
  • Task Management
  • Third-Party Integrations
  • Workflow Configuration
See All features
Hide Workflow Management Software Features -

Salesforce Platform

15/34
Show Workflow Management Software Features +

TrackVia

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Salesforce Platform

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TrackVia
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Salesforce Platform
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
TrackVia
  • By TrackVia
  • Located in United States
  • Founded in 2007
Salesforce Platform
  • By Salesforce
  • Located in United States
  • Founded in 2003
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