Product Quick Facts
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.
(Last updated on 05/05/2016 by Mary Houston Coker)