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Product Quick Facts

Industry Specialties
Works Best For
Enterprise Businesses, Mid Sized Businesses

About SalesTrakr

Headquartered in Atlanta, SalesTrakr is a great CRM solution for small- and medium-sized businesses. The backgrounds of the creators of SalesTrakr are varied – marketing, customer service, sales – but this allowed them to create a platform that will fit the client management needs of your office.

The SalesTrakr platform takes CRM one step further by allowing the user to communicate within the app.  SalesTrakr is a CRM tool with a built-in email client.  Send emails to contacts and choose a template or attach documents. Automate your email correspondence to leads depending on how close you are to closing the sale by creating workflows.  One of the most prominent features is “The Business Card.” The Business Card is a complete view of everything you know about a contact – on one page. Add as many details and custom fields to a Business Card as you want.  Displaying every detail about a contact in one place saves time and improves efficiency. As the system is completely web based, you can access your data easily and from any device.  It’s easy to import new contacts from an existing CRM database, your email lists, or from your website forms. Keep track of your sales pipeline with SalesTrakr’s analytics and reports.

SalesTrakr boasts impressive results on their website for their customers. One of their customers, Cornerstone Senior Services, appreciates the integration capabilities of the software because it easily pulls in data about their customer’s buying history. SalesTrakr even helped them gamify the experience with a leaderboard to show standings among sales reps.

Alternatives to SalesTrakr

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Really Simple Systems CRM

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Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

Learn more about Really Simple Systems CRM

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