CROSStrax
CROSStrax is cloud-based case management software for investigators, with tools for intake, case work, billing, assignments, evidence, contacts, communicatio…
What CROSStrax is
CROSStrax is cloud-based case management software for investigators, with tools for intake, case work, billing, assignments, evidence, contacts, communications, and reports. It supports case intake forms, custom case fields, workflow automation, audit trails, and reporting dashboards, with Android, iOS, and web access. Teams can manage permissions by role and review permission logs. CROSStrax says stored database data is encrypted and password protected, uses 256-bit SSL for subdomains, and has SOC 2 Type II certification based on independent auditing. Integrations include QuickBooks, Microsoft Office, Zapier, Delvepoint, IRBsearch, email, and transcription. A 7-day trial starts clients on an unlimited plan; cancel during the trial and there is no charge. Afterward, clients can downgrade. Billing is pay-as-you-go with no contracts or obligations.
Good
- Case intake forms, custom fields, and workflow automation
- Role-based permissions and permission logs
- Integrates with QuickBooks, Microsoft Office, and Zapier
- Android, iOS, and web access
- Trial cancellation results in no charge
Watch out
- No free plan
- Trial lasts 7 days
Who it suits
CROSStrax suits investigators and investigative teams that need shared case records, reports, and workflow tools across web and mobile devices. Its plans accommodate different numbers of administrators and investigators, with unlimited clients and cases in the listed plans.
Verdict
CROSStrax brings case management, reporting, and team permissions into a cloud service for investigators. The trial is unlimited, but continued use requires a paid plan.
Plans and prices
From CROSStrax's own pricing page, checked 28 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Entry | $420 a year | Includes a $35 credit; 1 admin user, 2 investigator accounts, unlimited clients and cases, 250 GB storage · 1 admin user · 2 investigators · Unlimited clients · Unlimited cases · 250 GB storage · billed monthly |
| Essential | $780 a year | Includes a $65 credit; 2 admin users, 5 investigator accounts, unlimited clients and cases, 500 GB storage · 2 admin users · 5 investigators · Unlimited clients · Unlimited cases · 500 GB storage · billed monthly |
| Executive | $1,260 a year | Includes a $105 credit; 3 admin users, 10 investigator accounts, unlimited clients and cases, 1 TB storage · 3 admin users · 10 investigators · Unlimited clients · Unlimited cases · 1 TB storage · billed monthly |
| Elite | $2,340 a year | Includes a $195 credit; 5 admin users, 15 investigator accounts, unlimited clients and cases, 2 TB storage; Zapier included · 5 admin users · 15 investigators · Unlimited clients · Unlimited cases · 2 TB storage · 1,500+ programs via Zapier · billed monthly |
| Enterprise | $3,540 a year | Includes a $295 credit; 10 admin users, unlimited investigators, unlimited clients and cases, 3 TB storage; Zapier included · 10 admin users · Unlimited investigators · Unlimited clients · Unlimited cases · 3 TB storage · 1,500+ programs via Zapier · billed monthly |
The facts
Each one read from CROSStrax's own pages, with the date it was checked.
What it does
- Annual pricing
- Annual plans range from $420 to $3,540 per year.checked 28 Sep 2026
- Audit trail
- Yeschecked 22 Sep 2026
- Case intake forms
- Yeschecked 22 Sep 2026
- Case management
- Features include evidence, contact, communication, case, billing, assignment, and report management.checked 28 Sep 2026
- Custom case fields
- Yeschecked 22 Sep 2026
- Data access control
- Access is limited to the customer and users they choose; CROSStrax says it cannot access case data.checked 28 Sep 2026
- Data encryption
- Stored database data is encrypted and password protected, with 256-bit SSL for subdomains.checked 28 Sep 2026
- Deployment
- cloudchecked 22 Sep 2026
- Monthly pricing
- Paid plans range from $35 to $295 per month.checked 28 Sep 2026
- Reporting dashboards
- Yeschecked 22 Sep 2026
- Reports and dashboards
- The platform supports professional PDF reports, visual analytics, and dashboards.checked 28 Sep 2026
- SOC 2 certification
- The platform states that it has SOC 2 Type II certification based on independent auditing.checked 28 Sep 2026
- Software integrations
- Integrations include QuickBooks, Microsoft Office, Zapier, Delvepoint, IRBsearch, email, and transcription.checked 28 Sep 2026
- Support services
- Support includes onboarding, setup, training, content creation, and customized plans.checked 28 Sep 2026
Money
- Billing model
- The service is pay-as-you-go with no contracts or obligations.checked 28 Sep 2026
- Free plan
- Nochecked 22 Sep 2026
- Free trial
- The trial lasts 7 days, with no obligation and no credit card required.checked 28 Sep 2026
- Trial cancellation
- Canceling during the free trial results in no charge.checked 28 Sep 2026
The company
- Company contact
- CROSStrax lists a Destin, Florida address, phone number, and support email.checked 28 Sep 2026
- Company history
- The platform was developed and refined over more than two decades with investigator collaboration.checked 28 Sep 2026
- Headquarters
- Destin, Florida, United Stateschecked 28 Sep 2026
- Team permissions
- The platform provides role-based access and permission logs.checked 28 Sep 2026
Where it runs
- Mobile apps
- CROSStrax maintains iPhone and Android apps.checked 28 Sep 2026
- Platform access
- The system is cloud-based and accessible from internet-connected computers and mobile devices.checked 28 Sep 2026
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