Online CRM Software

Feature Rich Yet Affordable, Easy-to-Use, No Software to Install and Maintain
Full Featured CRM and Sales Productivity - Affordable CRM as low as $25.50/month/user
Contact Management
Unlimited custom fields
Track activities, sales opportunities, quotes, etc. by contact
Group contacts into Accounts for single view of related information
Assign leads to team members with email alerts
Email contacts from CRMTrak - adds email to contact history
Upload documents and attach to a contact
Sales Lead Management
Setup custom sales stages and sales information
Track goals versus attainment
Multiple sales reports (pipeline, closes, leads, etc.)
Supports sales teams and sales team management
Sales Quotations
Create, save and edit sales quotations
Create PDFs of quotations for customers - branded with your logo!
Track quotations by contact
Integrated Product Catalog
Email quote as a PDF directly from CRMTrak
Revise and republish quotes at any time
Calculates sales tax and totals
Track completed activities by contact
Schedule future activities
Dashboard reminders for upcoming activities
To-do list
Calendar & Day Planner
Google Calendar/Outlook integration
Email Broadcasts through Vertical Response
Mail merge from CRMTrak Contacts
Attach Documents to Contacts
Classify Documents as Public or Private
Share Word, Excel, PDF and other important documents
Keep your team up-to-date with new document versions
Customer Service
Integrated support tickets
Branded online customer support portal
Get your own custom URL -
Email notifications
Unlimited custom fields
Customized internal and external email alerts and auto-replies
Customized sales information (products, stages, marketing source, etc.)
Website Integration
Capture leads from your website
Auto-reply emails with attachments
Add web analytics data to your online leads*
Create a closed-loop sales lead capture and follow-up process
Simple to implement - turnkey services available
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