CROSStrax review
A broad case management suite with transparent monthly pricing and a seven-day trial.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
CROSStrax pros and cons
- 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
CROSStrax fact sheet, pricing and score →
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