Different ways of working need different data structures
Force your work into a fixed template and you end up with unused fields and exceptions left in notes. Design your structure with the objects, attributes and relationships that fit you.
Standard objects
Contacts, companies and deals come ready and already linked, so you can start right away.
Custom objects
Turn what your company tracks, such as contracts, quotes or resellers, into objects.
Attribute types
Define fields with the type that fits the value: text, number, currency, date, status, select, rating, file and more.
Relationships
Link objects one-to-one, one-to-many or many-to-many, and the matching attribute appears on the other object too.
Groups and templates
Start a group with its stages ready from a template such as sales, hiring or fundraising, and put one record in several groups with a separate stage in each.
Validation and masking
Block values that break your input rules and mask sensitive ones on screen.
Company enrichment
Enter a domain and the company name, logo and description fill in from public data.
CSV import
Upload a CSV and AI matches columns to attributes. Existing records are updated.
Merge records
When the same item is added twice, combine them into one.
Get started today
From managing customer data to automating your work, start it all with Trackit.