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
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.
Related features
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.
Related features
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.
Related features
How teams use it
Customer stories
Use cases
- Consulting sales team
Meeting notes from recordings
Meeting recordings become text, and an agent leaves a summary and next steps.
- 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.
- B2B sales team
Quotes on your company form in one click
Build a quote PDF from company and product data, and keep it in Quotes with the deal.
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.
Get started today
From managing customer data to automating your work, start it all with Trackit.
Dohyun Park


