One place for customer data as you grow, with each person seeing just their part
Decide which customers each division, team and role can see, and let the Trackit team move your data over from the CRM you use today. Workflows take on the repetitive work, so it becomes the CRM hundreds of people open every day.
What large sales organizations ask before switching CRMs
Each team and role needs to see different customers
Customer access follows your org chart
Reps see their own customers, team leads see their team’s, and division heads see every team below them. Feature permissions such as downloads are grouped into roles. Two-factor authentication, IP restrictions and the user log cover what your security team checks, all from settings.
Related features
Moving data out of our current CRM and in-house systems feels daunting
The Trackit team handles migration and setup with you
We move the customer data you keep in Salesforce, HubSpot or Excel into Trackit and set up your team structure and permissions. In-house systems connect through the API and webhooks so data keeps flowing in.
Related features
Your current data
- Salesforce
- HubSpot
- Excel · Sheets
- In-house systems
With the Trackit team
- Move customer, company and deal dataDone
- Match objects such as contractsDone
- Set up divisions, teams and permissionsDone
CompaniesMigration completeCompany Owner Source Team Naver Jiwon Kim Salesforce Sales Team 1 LG Electronics Jiwon Kim Salesforce Sales Team 1 Samsung Electronics Dohyun Park HubSpot Business Development Hyundai Motor Dohyun Park Excel · Sheets Business Development KT Jiwon Kim Excel · Sheets Sales Team 1 SK hynix Jiwon Kim In-house systems Sales Team 1 Data only builds up if hundreds of people actually use it
Trackit tells you what needs doing first
Before a contract ends, a renewal opportunity and a task are created ahead of time, and the owner gets a reminder as the expiry date approaches. For reps, Trackit becomes the place work arrives, not another thing to fill in.
Related features
Jechul ChoHow teams use it
Customer stories
Use cases
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.
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.
Sales organizationWeekly sales reports written by an agent
Every Monday morning, an agent reads last week’s sales activity and leaves a team report.
Recommended plan
EnterpriseCustom
For organizations that need data access by org chart, security settings and migration support.
Get started today
From managing customer data to automating your work, start it all with Trackit.