CROSStrax
CROSStrax: A broad case management suite with transparent monthly pricing and a seven-day trial. Ranked #79 of 175 in Case Management Software by our editors (3.0/10); pricing: 7-day trial; best for private investigators wanting transparent pricing.
At a glance
- Editor score3.0 / 10
- Pricing7-day trial
- Best forPrivate investigators wanting transparent pricing
- Free planNo
- Paid from$35/mo
- Case intake formsYes
- Facts checked22 Sep 2026
Where it wins
- Unlimited clients and cases across every listed plan
- Intake, scheduling, evidence, reporting, billing, and mobile access
- Role-based permissions, audit logs, integrations, and built-in AI tools
Where it doesn't
- No permanent free plan
- Lower tiers limit admin users, investigators, and storage
- Annual pricing is listed only for Entry, Essential, and Executive
Our verdict on CROSStrax
CROSStrax is cloud-based case management software for private investigators, investigative firms, security professionals, legal teams, and corporate investigators. It brings case records, contacts, evidence, notes, assignments, reports, time, expenses, billing, and client communication into one system. Web, iOS, and Android access support teams working across offices and in the field, while website intake forms provide a way to collect new case information.
Pricing is presented as flat monthly or annual plans rather than per-user pricing. Monthly plans start with Entry at $35 per month for 1 admin user, 2 investigators, unlimited clients, unlimited cases, and 250 GB of storage. Essential costs $65 per month and raises capacity to 2 admin users, 5 investigators, and 500 GB. Executive is $105 per month for 3 admin users, 10 investigators, and 1 TB. Elite costs $195 per month, adding 5 admin users, 15 investigators, 2 TB, and 1,500+ programs via Zapier. Enterprise costs $295 per month with 10 admin users, unlimited investigators, 3 TB, and the same Zapier access. A seven-day free trial is available, while annual plans are listed for Entry, Essential, and Executive.
Its breadth is the main reason to consider it. Teams can configure case types and fields, assign investigators, schedule work, track progress, record time and expenses, automate workflow notifications, and create customizable reports. Searchable documents, photos, videos, and audio sit alongside billing items, with bulk import for existing material. Integrations include QuickBooks Online, email, Microsoft Office, Adobe PDF, Delvepoint, IRBsearch, and Zapier. Role-based access and permission logs address administrative oversight, while built-in AI covers report drafting, data analysis, legal research, and medical canvassing. CROSStrax fits firms seeking a broad operational system; teams needing only simple case records may find its wider feature set unnecessary.
Your product? Our editors can test CROSStrax in depth and publish a review, labelled as paid · from $149/mo →
CROSStrax pricing
All 5 CROSStrax plans and prices →
CROSStrax fact sheet
| Free plan | No |
|---|---|
| Paid from | $35/mo |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Yes |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Yes |
| Deployment | Cloud |
| Free trial | 7 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2 |
| Support | Email, Phone, Tickets, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1,500+ integrations: idiCORE, Delvepoint, IRBsearch, Transcription, Email, QuickBooks Online … See all → |
| Pricing | 7-day trial (source) |
| Website | crosstrax.co |
| Facts checked | 22 Sep 2026 |
CROSStrax integrations
CROSStrax lists 1,500+ integrations on its own site — the 14 named here are the ones its pages call out.
- idiCORE
- Delvepoint
- IRBsearch
- Transcription
- QuickBooks Online
- Microsoft Office
- Adobe PDF
- Zapier
- Investigator Alliance
- CTX Vision
- CTX e-sign
- CTX Truth
- CTX AI
See all CROSStrax integrations →
Alternatives to CROSStrax
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
See all CROSStrax alternatives →
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used CROSStrax for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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