The B2B CRM where people and AI work together
Your team sells. AI keeps the CRM in order.
Emails, meetings and inquiries collect on their own, and AI carries the follow-up. You make the calls, and leave the repetitive work to AI.
- Every email
- Every meeting note
- Every customer contact
- Every call
- Every quote
- Every customer inquiry
- Every contract
- Gmail
- Slack
- Outlook
- Google Calendar
- Typeform
- Channel Talk
- Excel
- Notion
- SAP
- Every email
- Every meeting note
- Every customer contact
- Every call
- Every quote
- Every customer inquiry
- Every contract
- Gmail
- Slack
- Outlook
- Google Calendar
- Typeform
- Channel Talk
- Excel
- Notion
- SAP
Chosen by companies that grow
From enterprises to AI-native teams, work runs on Trackit
See all stories
“A month before a contract expires, Trackit sends the customer a message and hands the rep a follow-up task. Nothing slips anymore. From finding leads to contract reminders, we run sales from A to Z in Trackit.”
KT m&s Youngcheol Yoon, Deputy General Manager · Youngki Kim, ManagerRead the story
“We're an AI-native team, so we connected the Trackit MCP to our Hermes agent. The agent qualifies leads and runs outbound sequences to win new customers, and keeps those relationships warming up.”
Notifly Minyong Lee, CEO · Kyungseo JungRead the story
“We started by managing sales for NowWaiting and DodoPoint. When we expanded to Naver Place, Trackit helped us set up the CRM we needed, and now we use MCP to extend beyond sales into customer support.”
Place& Unsik Oh, Team LeadRead the story
Consulting sales teamMeeting notes from recordings
B2B SaaSRouting leads to owners by score
B2B sales team that meets customers in personContacts from business card photos
B2B sales teamQuotes on your company form in one click
B2B software sales teamQuote follow-ups that run until a reply
Meeting-heavy B2B sales teamA customer brief the day before the meeting
Sales organizationWeekly sales reports written by an agent
B2B sales team with long sales cyclesWhy deals were lost, and when to call back
Subscription and rentalRenewal sales 90 days before expiry
Subscription and maintenance businessesEarly alerts for at-risk customers
Sales teams that win deals with proposalsProposal drafts right after the meeting
Sales teams that manage many contractsContract terms read from the document
Phone sales teamCustomer records filled from calls and photos
B2B manufacturersCustomer requests from intake to resolution
CS team with heavy inquiry volumeClaim records from customer photos
Commerce brandAd and store results on one dashboard
Manufacturer with a dealer networkDealer discount requests and HQ approval
Mid-size manufacturer sales teamGroupware approval and ERP integration
Public bidding teamFrom bid notice to tax invoice
Freight forwarding and logistics sales teamsFreight quotes from your rate sheet
Executive search firmFinding candidates that fit the JD
Medical device & pharma sales teamHospital beds and doctors from a name
Collect, visualize and automate your customer data in one place
At Trackit, security comes first
All data is stored encrypted, and access is controlled precisely by team and role. Two-factor authentication, access logging and other enterprise-grade safeguards are in place.
Encrypted storage
All data is stored encrypted using secure methods such as AES-256.
Sensitive data masking
Sensitive data such as national ID and bank account numbers can be masked so it never shows on screen.
Two-step verification
Users enter a verification code in addition to their password, adding another layer of protection.
Automatic logout
Users who stay inactive for a set time are logged out automatically, so information is not left exposed.
IP access restriction
Limit access to pre-registered IP addresses and block unauthorized access from outside.
System access log retention
Access records for admins and users are retained for security audits and for responding to anomalies.
Scattered customer data, in one place. Easily
Bring scattered customer data into one place, then visualize it and automate the work.
