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트래킷 is a customizable sales CRM designed for teams and growing businesses that need to organize customer data, manage sales activities, and analyze revenue performance in one workspace. It automatically collects and organizes customer contacts and communication history from connected email, calendar, address book, and other business tools, creating a unified customer profile with a chronological activity timeline.
The platform supports sales pipeline management, multiple pipelines, customizable stages, opportunity tracking, conversion analysis, revenue forecasting, and performance dashboards. Teams can monitor sales KPIs, compare results over time, identify pipeline bottlenecks, and analyze the time spent at each sales stage. Custom data structures, layouts, views, filters, dashboards, reports, and domains allow organizations to configure the CRM around their existing sales processes.
트래킷 also provides workflow automation, automated customer messaging, reminders, lead scoring, company information enrichment, and integrations with external systems such as email, calendars, messaging tools, e-signature services, internal APIs, and webhooks. Role-based access controls help manage data visibility across teams and departments, while security features include encrypted data storage, two-factor authentication, sensitive information masking, IP access restrictions, automatic logout, and access logs. A mobile app supports push notifications, voice notes, business card scanning, contact management, sales pipeline updates, and customer history access for teams working outside the office.
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