SMBs

Customers scattered across sheets and inboxes, in one place

Upload the spreadsheet you already use as a CSV and its columns are matched to fields. From then on, emails and meetings pile up under each customer on their own. The Trackit team can help with setup, or you can set it up yourself with AI, so you can start right away without a dedicated admin.

Why small sales teams hesitate over a CRM

  1. Customer info is split across spreadsheets, personal inboxes and messengers

    Customer records build up without anyone typing them

    Connect your inbox and calendar, and the people you correspond with become contacts and companies, with emails and meetings attached to each record in order. First contact, last contact and next meeting fill in on their own, so records stay complete even when the team puts off data entry.

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  2. How do we move years of customer lists out of Excel?

    Just upload the spreadsheet you already use

    Save your sheet as a CSV and upload it. AI suggests how columns map to fields, and you import after checking a preview. Customers that already exist are updated instead of duplicated.

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  3. We have no one to set up and run a CRM

    Start using it the day you sign up

    Contacts, companies and deals come ready and linked, and picking a template with sales stages gives you a pipeline. To tailor it further, the Trackit team can help with setup, or you can set it up yourself with AI.

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How teams use it

Customer stories

Use cases

Recommended plan

Pro₩50,000 /user/month

Try it free for two weeks, and keep going if it fits.

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