TrackerRMS Sales & CRM Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.

Technology

Product is available as a SaaS solution.

Customer Focus

Vendor works with small to midsize businesses operating in a broad range of industry sectors.

Select Customers

The Nielsen Company

About TrackerRMS Sales & CRM

TrackerRMS Sales & CRM is an all-in-one cloud CRM solution that supports and improves core business activities, including sales, marketing, delivery and support. The platform is suitable for any business that needs a system to track and manage all the information related to customer activities.

A CRM solution that is delivered on demand via the internet, TrackerRMS is built to be a simple and intuitive system with rich functionality. Additionally, the platform enables user to see what customers are buying and not buying in order to create up-sell and cross-selling opportunities, develop new leads based on qualification scores, and track all current contracts, special terms cancellation dates and renewals.

About the Company

TrackerRMS was founded in 2005 and is headquartered in Encinitas, California.

TrackerRMS Sales & CRM Key Features

Track leads and opportunities throughout the sales lifecycle
Define and customize the sales lifecycle
Customize and monitor Key Performance Indicator (KPI) information
Log and track core services and products to gain revenue and sales forecasting capabilities
Instantly view and manage “Overdue,” “Future,” and “Today’s” activities from a personal dashboard view
Track daily activities and notifications by the hour with the Calendar view
Instantly access key information such as telephone numbers and email addresses with the Quick View drop down menu
View the last contact made and the next contact to pursue
Leverage the Message Centre to stay informed of the latest opened and won opportunities, as well as to share news and communications
Link pages from a company’s website to obtain leads directly