No missed inquiries, renewals or warning signs

What customer success teams worry about

1. Channel Talk chats and email inquiries live apart from the customer record

   Chats and emails come together on the customer record

   When a Channel Talk chat opens, a chat record is created and linked to the customer by email. Emails and meetings land on the customer timeline, next to the notes sales left before the deal closed. You keep replying in Channel Talk, and the conversation follows into Trackit.

   Related features

   • Integrations
   

   Saetbyeol Kim

   Toss · IT Strategy Team Lead

   Timeline

   

   Email · Re: Seat add-on quoteJust now

   Here's the quote. Let me know if it works.

   Channel Talk chatOpenJust now

   “How do I add 5 more seats?”

   Meeting · Onboarding kickoffSep 12

   3 attendees · 45 min

   

   Email · Contract sentSep 3

   Signed copy attached.

   Channel Talk

   

   How do I add 5 more seats?

   Gmail

   Re: Seat add-on quote

   Here's the quote. Let me know if it works.

2. Each account has several contracts, so end dates and renewals slip

   Renewal prep starts before the contract ends

   Keep each contract as a record linked to the account with its end date, and a workflow creates the renewal deal on the day you set. Thirty days before the end, the owner gets a reminder and a follow-up task. However many contracts an account has, each one is tracked on its own.

   Related features

   • AI Workflows
   • Data
   Coupang3 contracts

   LeftContractExpires

   D-240Copier rental2027-06-30

   D-332Air purifier rental2027-09-30

   D-90Water purifier rental2027-01-31

   Workflow starts90 days before expiry

   Deal createdCoupang water purifier renewal₩21.6M

   ReminderAlert set for 30 days before

   TaskCall about renewalDohyun Park

3. You only have a hunch about which accounts are at risk

   An agent picks out the accounts to check on

   Set a workflow so that every week, at a time you choose, a custom agent reads each account’s recent contact, chats and open tasks, then fills in a status and the reason on the account. Team leads see account counts by status on the dashboard and decide where to start.

   Related features

   • AI Workflows
   • Dashboards
   Customer health checkMondays 09:00Done

   CompanyStatusWhy

   TossAt riskNo contact in 3 weeks

   Hyundai MotorAt risk6 support chats this month

   KakaoWatch2 overdue tasks

   NaverHealthyMet last week

   All customersAt risk4Watch9Healthy31

How teams use it

Customer stories

• 

  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

• 
  Subscription and rental

  Renewal 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.

• 
  Sales organization

  Weekly sales reports written by an agent

  Every Monday morning, an agent reads last week’s sales activity and leaves a team report.