Easy-to-use CRM platform that automates lead capturing, prioritizes tasks, and provides sales pipeline analytics for businesses of all sizes.
12M visits/mo+14.4%#13 Productivity & Office
TracktCRM
AI-powered CRM that captures and responds to leads via WhatsApp, email and SMS
FreeStarting price
7Popularity
About TracktCRM
TracktCRM is an AI-driven customer relationship management platform designed for sales teams, agencies, freelancers, and industry-specific users such as real estate, education, and automotive sectors. The tool captures leads from forms, WhatsApp, email, ads, or missed calls, scores them, and responds within seconds using personalized messages across multiple channels. It automates follow-up calls while the lead remains active and transfers conversations to sales representatives with full context, including transcripts and source details. The platform includes customizable sales pipelines, lead management, reporting, analytics, and integrations, with features tailored for specific industries like real estate, freelancers, and education. Users can create custom forms, embed them on websites, and route submissions directly into the CRM. The AI sales assistant operates within predefined scripts and hand-off rules, ensuring consistent communication without going off-script.
Key features
- Lead capture from forms, WhatsApp, email, ads, and missed calls
- Multi-channel automated responses (WhatsApp, email, SMS)
- Automated follow-up calls with transcriptions
- Customizable sales pipelines and stages
- Industry-specific CRM templates (real estate, freelancers, education)
- Custom form builder with website embedding
- Lead scoring and assignment rules
- Reporting and analytics dashboard
Use cases
- Automating lead responses for real estate agencies managing property enquiries
- Streamlining sales workflows for freelancers tracking enquiries and quotes
- Managing admissions and follow-ups for education institutions
Pros
- Captures leads from multiple sources including forms, WhatsApp, email, ads, and missed calls
- Responds to leads in seconds across WhatsApp, email, and SMS
- Automates follow-up calls while the lead is still warm
- Industry-specific pipelines and fields for real estate, freelancers, education, and more
- Customizable forms that can be embedded on any website
Cons
- No fixed pricing listed; plans are seat-based and require a quote
- Free trial requires a one-month commitment with no credit card needed
- Limited to WhatsApp, email, and SMS channels for automated responses
Frequently asked questions about TracktCRM
What is TracktCRM and who is it designed for?
TracktCRM is an AI-powered customer relationship management platform designed for sales teams, agencies, freelancers, and industry-specific users such as real estate, education, automotive, insurance, retail, SaaS, and events. It automates lead capture, response, and follow-up across multiple channels.
How does TracktCRM handle leads from different sources?
TracktCRM captures leads from forms, WhatsApp, email, ads, or missed calls, scores them, and responds within seconds using personalized messages across WhatsApp, email, and SMS. It also places automated follow-up calls while the lead remains active.
Can TracktCRM integrate with other tools or platforms?
Yes, TracktCRM includes integrations as part of its features, allowing users to connect with other tools and platforms to streamline their workflows and data management.
What kind of reporting and analytics does TracktCRM provide?
TracktCRM offers reporting and analytics features that provide insights into sales pipelines, lead management, and team performance, helping users make data-driven decisions.
How does the AI sales assistant work in TracktCRM?
The AI sales assistant in TracktCRM responds to leads within seconds across multiple channels, places automated follow-up calls, and hands off conversations to sales representatives with full context, including transcripts and source details.
Is there a way to customize sales pipelines in TracktCRM?
Yes, TracktCRM allows users to customize sales pipelines with drag-and-drop stages to match their specific sales processes, ensuring flexibility and alignment with how they close deals.
