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CRMTrak Review
Product Snapshot
Product Pricing
Product is available at $30 per user per month.
Technology
Platform is a SaaS solution and requires no additional hardware for installation.
Customer Focus
Vendor works with small businesses and across multiple industries.
Select Customers
Contact vendor directly for case studies.
About CRMTrak
CRMTrak is CRM software that provides companies with contract management, sales lead management, sales quotation, productivity, marketing, document management and customer service tool sets. The platform enables users to track activities, sales opportunities and quotes by contact, create and utilize unlimited custom fields, and group contacts and accounts to provide a single view of all related information.
The software enables users to upload and attach documents to contact accounts, set up sales stages, and track and compare goals versus attainment. Additionally, the platform allows users to create company-branded quote PDFs, integrate product catalogs and calculate sales tax and totals.
About the Company
CRMTrak was founded in and is headquartered in Canton, Michigan.
CRMTrak Key Features
- Lead assignment functionality
- Email alert settings
- Multiple sales report generation including pipeline, closes and leads
- Quote revision and republication
- To-do lists, calendaring and day planner tools
- Designed to integrate with Google Calendar and Outlook
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