TrackerRMS Evolution Reviews & Product Details

TrackerRMS is easy to navigate. The usability is logical and user-friendly - everything makes sense, which wasn't the case with our previous CRM. The pricing is excellent compared to bigger CRM applications, but you still get excellent troubleshooting and problem-solving from the staff when there's an issues. Our account manager is fantastic - on top of everything. That was our biggest complaint about our previous CRM, and this team knocks it out of the park. Review collected by and hosted on G2.com.

Some kinks are still being worked out, and it's so robust that sometimes it's hard to figure something out. But the more I work in it, the more comfortable I get. Initially the help menus weren't as in-depth as they could be, but the new Academy has resolved some of that, and the appointment of a specific account manager to our company has alleviated a lot of the issues. Review collected by and hosted on G2.com.

The customization is great, but the services are excellent. Not only is it easy to navigate and use, but there are many features that improve the general quality of life. From the Google Chrome extension that I use every day to the LinkedIn and email integrations that keep up with my tasks. Most impressive is the always accessible Tracker RMS team that is always available and eager to assist in troubleshooting or answering questions. They've been guiding us every step of the way during our ATS/CRM transition and even now as we come across support questions. The other tool our team uses frequently is the reporting feature which enables you access to any kind of data you'd like to review. We use it daily for tracking productivity as well as compiling company performance insights. Review collected by and hosted on G2.com.

The reporting tool is tricky to get the hang of and intimidating to use when there are so many options, but it just takes some time to learn. The only thing I've come across that I would like to see improved is the newly added email sequencing tool. It would be preferable to be able to set the specific time at which each message is sent. Which is helpful when setting up emails for different time zones. It should be noted that you can determine at what time the first is sent, but only the first. I will also mention, I've brought this up with the team and they've taken my feedback into consideration, especially given that this is a new feature with improvements being planned for the next update. I would also like to see more integrations with other recruiting tools that I use - there are more added with every update! Review collected by and hosted on G2.com.

The Tracker RMS platform is extremely user friendly and customizable. Most anything can be altered to fit your particular needs. Our company migrated from another ATS/CRM system (Bullhorn) and they made the transition seamless and guided us every step of the way. There is so much capability within their system to have the best data possible. Specifically, their reporting tool is incredibly robust and ideal for any admin. Along with having SO many incredible features, their support team is absolutely unparalleled. Especially coming from a big name CRM/ATS platform, the difference in personalized and genuine care is astounding. By far one of the best business decisions we have made. I could not recommend Tracker more. Review collected by and hosted on G2.com.

There are particular standard features that come with the Tracker system that are non-removable even if you do not use them, however this is a minor inconvenience. Even if there are issues or missing functionalities, the team is incredibly open to hearing about them and submitting them as suggestions for changes/additions to the platform. In fact, when we signed on in late 2019, they had just rolled out a new version with a ton of new features. Review collected by and hosted on G2.com.

How easy it is to use and navigate from both a recruiting and a business development standpoint. By far the best service I have used. The support team is also very quick to answer any questions or fix any issues. Our HR also uses the product to track all communication with our current consultants and employees. Review collected by and hosted on G2.com.

There is nothing that I dislike to date. Review collected by and hosted on G2.com.

I have been using Tracker in my recruitment role for over ten years and have recently moved to the new platform, Evolution. The transition was faultless thanks to the support received from our Account Manager and the various online tutorials available. Evolution is extremely intuitive and has made my working day even easier thanks to the enhancements made. Very few clicks required from adding a Client to placing the Candidate and I love the fact that I can now create an 'agency CV' from within the job record in a matter of seconds! Review collected by and hosted on G2.com.

I honestly have no negatives, I can't rate TrackerRMS highly enough :) Review collected by and hosted on G2.com.

We were very happy with Tracker before the upgrade to Evolution, but the new platform has improved productivity no end. Lightening speeds and endless features have transformed the way in which we work. Our Account Manager goes above and beyond to ensure we are using the product to its fullest and the UK support team are very quick to respond if we ever need assistance. Review collected by and hosted on G2.com.

Nothing to dislike really. Any negatives I had with the system have all been addresses in Evolution. Review collected by and hosted on G2.com.

One of the best things about tracker is the integration. Specifically, the outlook add-in is a real time saver and encourages everyone to document. Another example is the chrome linked extender. This gives you the ability to create new candidates and client contacts with ease and then start tracking them....how many calls will it take to get this person on the phone....? Review collected by and hosted on G2.com.

I would like to see more automation around their campaign marketing features. Review collected by and hosted on G2.com.

What I like best about Tracker is the ability to add custom fields, which in turn can also be used in the report building function. Review collected by and hosted on G2.com.

A downside to Tracker is that custom fields that are located in both the candidate record and on the candidate's placement card are not able to be connected so that when either is updated the other automatically updates as well. Review collected by and hosted on G2.com.

Very user friendly, the mobile site is easy to view as well, great visualization of job req status, ability to easily view and moved candidates through the process, easily showcases which candidates are in play and which are not. I love the visualization of this ATS. Great job on this product! Review collected by and hosted on G2.com.

I am not too positive how the postings work and I dont like that I cannot pin down jobs (like in bullhorn) where I can easily toggle between jobs or candidate. I was shown the "what have I done today" tab which is cool but not that I cannot remove anything from it. Look at bullhorn, copy their pin it down function it is very helpful ;) - also yall need a mobile app or a better mobile friendly site - most recruiters, account managers and sales people are consistently on the go and are working through their phone or tablet. This would be very helpful. Also - maybe a linkedin integration?? I heard that this is offered but we haven't done it. Hopefully it's not as glitchy as Bullhorn's Review collected by and hosted on G2.com.

TrackerRMS Evolution is a flexible, inclusive ATS that can support different workflows. I think the flexibility/customization is outstanding, on an individual or even team level, while still allowing organizational value through ease of data input and queries. Review collected by and hosted on G2.com.

Tracker has apparently default views (shortlist for example). Some teammates have grown accustomed to these views, however, I prefer to adjust to a different view, which I would like to be able to save. So, it is not a terrible criticism, because there are other options built in, but it would be nice if the view were able to be saved between sessions. Review collected by and hosted on G2.com.

After using a variety of CRM systems throughout my career, Tracker RMS is intuitive, functional, wonderfully customizable, and practical to use for collecting, sorting, and reporting on data. The timesheet entry, editing, approval, and payment process is impressive and not overly technical, making it easier to gain buy-in from colleagues, candidates, consultants, etc. One of the most significant benefits of the platform and company behind the software is exceptional account management. Most of my career experience focused on customer success, and now, I have high standards when it comes to the level of support I receive as a client. Our dedicated account manager is responsive, intelligent, and tech-savvy. More importantly, she is genuinely friendly, an active listener, effective communicator, and educates me and our team when we get stuck. Review collected by and hosted on G2.com.

As with any software, new platform, change in service, the learning curve is the most challenging part. Getting up to speed with my colleagues when starting a new role can feel overwhelming and somewhat frustrating; however, having access to the extensive orientation library, online support chat feature, help articles, and my dedicated account manager has made the transition into my new position much more seamless. Review collected by and hosted on G2.com.

The tracker team goes out of their way to make us feel heard! Review collected by and hosted on G2.com.

Sometimes the new updates take a little while to adjust to. Review collected by and hosted on G2.com.

Extremely user-friendly, excellent training (Courtney our trainer is so knowledgeable, accessible, friendly and responsive!), great visual presentation and efficient. Review collected by and hosted on G2.com.

Continue to build out some of the important functions on the staffing side, particularly email communication, job communication, candidate ownership v. account managers/sales. Review collected by and hosted on G2.com.

We reviewed a ton of ATS/CRM systems, and Tracker is the most comprehensive system that caters to our needs. It enables us to very specifically categorize our candidates by not only their job category, but their specific area of expertise and supplementary skills. This allows us to hone in on the right candidates for a given position quickly.

Tracker also makes our client prospecting and management process easy and efficient. It helps us follow up effectively and not drop the ball on relationships. Review collected by and hosted on G2.com.

Tracker defines a "Lead" as a person. We define a "Lead" as an opportunity (specifically, an open position with a client that we've become aware of and want to secure an opportunity to fill).

Luckily, Tracker helped us customize the system to better fit our lead process. Review collected by and hosted on G2.com.

I like how Tracker has a setting for nearly everything you could want. Review collected by and hosted on G2.com.

I wish that Tracker could import candidates from LinkedIn that already existed in the database, rather than just new candidates only. Review collected by and hosted on G2.com.

We have been using TrackerRMS for a number of years now and recently moved to the new Evolution upgrade. At the point of being told there was a new version coming we decided to research other options and found nothing available that could match the rich feature set that is in TrackerRMS. The combined CRM & ATS offer great value for money. Review collected by and hosted on G2.com.

We are currently uploading timesheet data in QuickBooks through a manual process. We are about to test their Quickbooks integration with Zapier so hopefully this will eliminate the need to do the upload. Review collected by and hosted on G2.com.

The new version is easy to use and traight forward t pick. The support from the team in UK during the role out process has been brilliant! Considering we have customised our version heavily over a 5 year period with vetting forms, and automatch function for candidates to jobs we manage to role the new product out with little to no disruption Review collected by and hosted on G2.com.

They currently have a chatbot which can be escalated a support technician for the US customers but this is yet to reach the UK. Having used it a couple of times during the rollout process I the immediate response and usefulness of the information was awesome Review collected by and hosted on G2.com.

TrackerRMS is totally customizable to each recuiter and/or account executives liking. TrackerRMS works with the latest automation technologies. (such as - having your data encryted, text messaging, document signing, integarating with all the job boards and much more. TrackerRMS has never had an outage and/or downtime. TrackerRMS has a personalized dashboard. Each employee comes in every morning and ready to start my day. Many calendar alerts and plug-ins are available. The search functions are incredible and the ATS works very well with searching candidates and job posting with other job boards sites. TrackerRMS is a one stop shop. It is easy to navigate and search through with the other portals. We have been very productive in our office and making more placements. TrackerRMS has helped bring our entire staff to a common platform with a common process. We are reaching more candidates and getting more client leads. The support team is available all the time, we can even do a quick online chat when you are experiencing an issue. TrackerRMS has weekly training and several webinars to watch. Review collected by and hosted on G2.com.

I honestly can say that I really do not have any dislikes with TrackerRMS. There are so many tools and features available to us in TrackerRMS. I haven't been able to really use their back office module as of yet. (Timesheets and Invoicing) but it is more error to me that I am not using it. Review collected by and hosted on G2.com.

The database features that allow companies and candidates and contacts to all be linked together is fantastic. The system is very easy to use! Also, Simone is totally awesome and VERY helpful!!! Review collected by and hosted on G2.com.

Text boxes shrink to not fit all the information and we are constantly having to drag it to be larger so we can read it. Review collected by and hosted on G2.com.

The vast range of management reports that are available and can be customized to suit my companies needs Review collected by and hosted on G2.com.

We sometimes have an issue when there has been an upgrade although Tracker are very quick to correct it afterward. Review collected by and hosted on G2.com.

1. Portal — Website Screen Optimization

2. 90% Friendly User Interface

3. Easy to create reports and share it

4. It's easy to customize fields

5. I love the chat box and I could chat directly to Simone or Courtney

6. Evo has a great marketing campaign system and email editor Review collected by and hosted on G2.com.

1. Slow response on Ticket Issues

2. There's no pencil button beside the signature from within a user settings

3. No individual storage for user accounts

4. I unable to edit the default blocks in the layout editor

5. The wording of label not matched ex. in the candidate profile "Candidate Source" but in the Outlook Addin and Tracker Table filter it's called "Where did you hear about us" it's very confusing.

6. The captcha they used (drawing captcha) for uploading the resume is very hard especially when you are in mobile view.

7. Within the reporting tab, the folders are not closed it always defaults to the first folder and it's open automatically. So if I have a lot of reports on the first folder I have to click it again to toggle in and then I could see all the report folders.

8. No Option to share the report by user groups

9. No specification of what field a person updated or make changes in the Audit view

10. Only two option for the dates when checking a user's audit log

11. Website Application Notifications always have problems, Ops team are not receiving it.

12. No option to add notes in the shortlist drop-down list within the long list

13. No Option to generate a report for when a user changes a job order status.

14. In the table filters, no filter for the opened date

15. Unable to add an eye view button in the documents table within the document's Tab

16. Unable to search for specific people in the power search integrating with LinkedIn

17. There should be a notification showing in the browser of the user after using the outlook add-in in uploading the resume

18. For the campaign result, there's no result for bounced emails in the previous campaigns, so this feature might not be working.

19. Unable to link Parent company's directory to sub companies so when a job was opened under sub companies and the client is under the parent company we unable to link the client's information in the job record.

20. Calendar preview show's military time

21. Unable to search job in the table filter using Job Order Number Review collected by and hosted on G2.com.

Tracker is very easy to use. And if I need help with something I get help immediately. It has allowed me to streamline my process and saved me time thoughout the day. Review collected by and hosted on G2.com.

So far I haven't found anything I dislike. I do wish they had more trainging videos for the updated system breaking down each feature. Review collected by and hosted on G2.com.

Functions are quick and straightforward and clearly syated Review collected by and hosted on G2.com.

Reporting is not as simple as one might like Review collected by and hosted on G2.com.

I love using TrackerRMS and have Done so for the last 10 years. The new version is a huge improvement and the features around sequences have changed my business. We do so much passive recruitment so this feature helps us enormously. The support is the best I have come across. Review collected by and hosted on G2.com.

We use video interviewing and TrackerRMS does not offer this. I know this is will be in the tool free of charge in September so I am excited to see this.

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I like everything about Tracker. Tacker helps me keep notes and history on all candidates and clients. Tracker is very user friendly. Review collected by and hosted on G2.com.

Honestly, I don't dislike anything so far about Tracker. Review collected by and hosted on G2.com.