Start light today, and grow it as your team grows
Start with customers, companies and deals already set up, and ask Claude to build the structure that fits how you work. Connect your email and calendar and customer records fill in on their own. As your team grows, add what you need on top of the same data.
What startup teams worry about
We can't spend days setting up a CRM
Start with the basics, and build the rest by asking
Customers, companies and deals come connected and ready, so you can use Trackit the day you sign up. For things only your company tracks, like contracts or products, describe them to Claude and it sets up the objects, attributes and even the views.
Nobody has time to fill in the CRM while selling
Customer records build up without typing
Connect your inbox and calendar, and the emails and meetings you have land on customer and company records. Web form inquiries and meeting bookings come in as leads, and what you heard in a meeting goes into the right fields when you tell Claude.
Related features
Will we have to switch CRMs when the team grows?
Add what you need on top of the data you already have
When the way you sell changes, adjust objects, attributes and stages as you go, and your records carry on. As the team grows, add roles, permissions and automation for repetitive work in the same workspace.
Related features
How teams use it
Customer stories


300 B2B sales reps on one Trackit
“A month before a contract expires, Trackit messages the customer and hands the rep a task. Nothing slips anymore.”
KT m&sYoungcheol Yoon, Deputy General Manager · Youngki Kim, ManagerRead the story(opens in a new tab)
An AI agent sells through the Trackit MCP
“We connected the Trackit MCP to our Hermes agent. It qualifies leads and runs outbound sequences.”
NotiflyMinyong Lee, CEO · Kyungseo JungRead the story(opens in a new tab)
Use cases
- B2B SaaS
Routing leads to owners by score
An agent scores leads from web forms and the meeting scheduler, then hands each to an owner on the matching team with a call request or a first email.
- 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.
Recommended plan
Free trialFree /user/month
Sign up and use every Pro feature for two weeks. No credit card needed.
Get started today
From managing customer data to automating your work, start it all with Trackit.