From enterprises to AI-native teams, work runs on Trackit
Stories from teams that run sales on Trackit, and the sales flows built in Trackit for different industries.
Customer stories
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300 B2B sales reps on one Trackit
“A month before a contract expires, Trackit messages the customer and hands the rep a task. Nothing slips anymore.”
KT m&sYoungcheol Yoon, Deputy General Manager · Youngki Kim, ManagerRead the story(opens in a new tab)
An AI agent sells through the Trackit MCP
“We connected the Trackit MCP to our Hermes agent. It qualifies leads and runs outbound sequences.”
NotiflyMinyong Lee, CEO · Kyungseo JungRead the story(opens in a new tab)
From sales management to customer support
“Trackit helped us set up the CRM we needed for Naver Place, and now MCP takes us into customer support.”
Place&Unsik Oh, Team LeadRead the story(opens in a new tab)
Use cases
See how the way your team works changes with Trackit.
Consulting sales teamMeeting notes from recordings
Meeting recordings become text, and an agent leaves a summary and next steps.
B2B SaaSRouting leads to owners by score
An agent scores leads from web forms and the meeting scheduler, then hands each to an owner on the matching team with a call request or a first email.
B2B sales team that meets customers in personContacts from business card photos
Reads name, company, title and contact details from a card photo, registers the company and contact, and logs the meeting and follow-up.
B2B sales teamQuotes on your company form in one click
Build a quote PDF from company and product data, and keep it in Quotes with the deal.
B2B software sales teamQuote follow-ups that run until a reply
After a quote goes out, a sequence sends spaced follow-up emails, stops when the customer replies or books a meeting, and leaves the rep a task.
Meeting-heavy B2B sales teamA customer brief the day before the meeting
Every evening it finds tomorrow’s customer meetings and leaves a brief with past history and questions to ask on the record and in Slack.
Sales organizationWeekly sales reports written by an agent
Every Monday morning, an agent reads last week’s sales activity and leaves a team report.
B2B sales team with long sales cyclesWhy deals were lost, and when to call back
When a deal is marked lost, AI reads its history, fills in the loss reason and re-contact date, and creates a task for that day.
Subscription and rentalRenewal sales 90 days before expiry
For every contract, a renewal deal and a follow-up task appear 90 days before it ends, and the owner is reminded again at 30 days.
Subscription and maintenance businessesEarly alerts for at-risk customers
AI regularly reads each customer’s activity and renewal date, scores churn risk, and alerts the owner about at-risk customers.
Sales teams that win deals with proposalsProposal drafts right after the meeting
Pulls the problem, goals, scope, timeline and budget out of meeting notes, then attaches a proposal draft on your template to the deal.
Sales teams that manage many contractsContract terms read from the document
AI reads contract PDFs and scans, fills in the term, amount and renewal conditions, and links the contract to the customer.
Phone sales teamCustomer records filled from calls and photos
Work-phone calls arrive through a CTI webhook and car photos through a web form, and AI reads both into one customer record.
B2B manufacturersCustomer requests from intake to resolution
Sample, defect and service requests are linked to the customer and deal, with team assignment, approval and outcome on one record.
CS team with heavy inquiry volumeClaim records from customer photos
AI reads product and on-site photos sent through a web form, fills in the claim record and links it to the customer and an owner.
Commerce brandAd and store results on one dashboard
Every morning, ad, store and influencer numbers land in records and are compared by the same ROAS on a dashboard.
Manufacturer with a dealer networkDealer discount requests and HQ approval
Each dealer sees only its own data, and discount requests and HQ answers stay on the deal.
Mid-size manufacturer sales teamGroupware approval and ERP integration
A stage change files an approval in your groupware over HTTP, and the result and ERP orders and sales land on the deal.
Public bidding teamFrom bid notice to tax invoice
AI reads each notice and picks the ones that fit, then the contract and tax invoice land on the same record after you win.
Freight forwarding and logistics sales teamsFreight quotes from your rate sheet
Pulls the conditions from a shipper's quote request, builds a quote from rate sheets and surcharges, and keeps win/loss and per-customer rate history.
Executive search firmFinding candidates that fit the JD
Hiring criteria come out of the JD, and an agent leaves a shortlist with client-format summaries.
Medical device & pharma sales teamHospital beds and doctors from a name
Pick a hospital by name, and bed counts, doctor counts and the address come from a hospital database the Trackit team built from public data.
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