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RefTracker Express - Ready to use out of the box!  Designed to meet the needs of smaller libraries, museums and archives.

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Ready to go, easily customized forms

  • RefTracker can be installed and ready to use with no company IT involvement.
  • Comes with four standard forms that are ready to use out of the box and yet customizable to meet your specific needs.
  • Forms can be customized with your company logo and color scheme for better web presentation.
  • Housekeeping is done automatically so there is no administration role required.

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Takes incoming requests from multiple sources

  • Staff can manually enter information requests for patrons.
  • Forms can be accessed through web links by patrons to submit requests. 
  • Forms can be embedded on a web page. 
  • Requests can be submitted via email and automatically imported into RefTracker Express.
  • RefTracker Express can be integrated with RefChatter allowing you to handle incoming chats and texts. 

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RefTracker Express can grow with you by allowing for the addition of forms or modules, such as DeskStats and RefChatter.

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Features can be added for a small cost 

  • If our standard forms don't meet your needs additional specialized forms can be added.
  • Additional incoming email addresses for specialized processing of incoming email.
  • DeskStats can be added to RefTracker Express
  • Additional users can be added as needed.
  • A time and cost management module can be added.
  • Additional locations can be added.
  • ILL, Document delivery, Refer and Redirect process can be added.

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RefTracker Express can also be used with RefChatter

  • Adding RefChatter allows patrons more options on when and how they can submit requests.
  • Chats can be tagged for follow up into RefTracker Express from RefChatter.
  • Customized chat widgets can be placed on your web page.
  • RefChatter is perfect for quick questions that don't necessarily need research.  If follow up is needed, send it on to RefTracker Express!

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Comprehensive statistical reporting to let you know what types of requests your staff is receiving.

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Comprehensive Statistics for all data captured

  • Comprehensive statistics are gathered automatically.
  • Built in report writer makes analyzing statistics easy!
  • Detailed stat tracking of all types of work you manage through RefTracker Express.
  • Statistics can be exported into Excel for further analysis.
  • A summary of your request statistics can be obtained with just a few clicks. 


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Comprehensive training is provided via webinars, live presentations, and by our 'Zero to Hero' email series.

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Comprehensive Training

  • We provide you with your choice of training videos in our Zero to Hero email series or a live walk through demonstration!
  • Training is provided for both Supervisor/Administrator as well as staff.
  • Technical support is provided for any issue or questions that may arise using our product.
  • Free! No obligation, 60 day trial.  This comes complete with setup and training.  Try before you buy!