ProTrak International Announces New CRM Release

ProTrak International announced the release of ProTrak Advantage CRM 4.5. Scheduled for release in early 2007, version 4.5 includes new features that greatly enhance the user’s experience and overall functionality of ProTrak’s out-of-the-box CRM solution for investment managers, funds-of-hedge funds, hedge funds and private equity firms. As usual, many of the new features are derived from suggestions of ProTrak’s growing global user community. A major emphasis of ProTrak’s development effort is the provision of additional “tools” that give users more control over their ProTrak desktop without requiring IT support. A few of the new enhancements included in version 4.5 are:

New user customization options that allow users to set different background colors for the main profile windows and each data “pane” for better readability, to hide or view individual columns in each data pane and to select different “themes” for the main profile screens.

Users may now attach Crystal reports, Excel reports and/or other external reports directly to the ProTrak main menu for instant one-click execution.

ProTrak administrators may now specify default values and/or calculated values for individual data fields.

In addition to ProTrak’s comprehensive security controls, security permissions may now also be applied to individual client portfolios and fund holdings.

Several enhancements to the Mass E-Mail functionality which include the ability to preview mass e-mails before sending.

Improvements to the Opportunity Pipeline, including new data fields and a more comprehensive user interface.

Enhancements to the Holdings/Transactions import include additional data fields and a new import wizard that gives users the flexibility to select the data fields they wish to import from their administrator.