Sales

Spend less time copying notes, more time with customers

Connect your mailbox and calendar, and every email and meeting lands on the right account. Follow-up emails and renewal reminders go out when you set them to, and quotes come straight from the deal in your company template. The hours you used to spend on manual work go back to your customers.

What sales reps worry about

  1. Meetings and emails done, then the day goes to copying it all into the CRM

    Emails and meetings land on the account by themselves

    Connect your mailbox and calendar, and every email and meeting attaches to the right contact and company in time order. People you reach for the first time are added as contacts and companies, and last-contact and next-meeting dates fill in. Before a meeting, open one account, and in the AI chat you already use, say "raise this deal amount" to change the value.

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  2. With many accounts, follow-up emails and contract renewals slip

    Follow-ups go out on time, renewals come with notice

    After a first meeting, a sequence sends follow-up emails at set intervals and stops when the customer replies or books a meeting. Build a workflow on the contract end date, and on the day you choose a renewal deal and a follow-up task appear and the owner is notified.

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  3. Every quote is retyped into the company template by hand

    Deal details become the quote

    Run it from the deal, and the company details, line items and prices fill your company template to make a quote PDF, numbered and saved on the deal. Excel and Word templates keep their formatting, logo and formulas.

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How teams use it

Customer stories

Use cases

Recommended plan

Pro₩50,000 /user/month

Email and calendar sync plus sequence and workflow automation are included, so you can start with a single rep.

See pricing

Get started today

From managing customer data to automating your work, start it all with Trackit.