TracksAlpha
Simple forecasting and pipeline management for Highrise
Import your Highrise deals
You can import your pending deals and assign closing dates and confidence levels making it easy for you to forecast more accurately. Importing won and lost deals is coming soon!
Export to Excel
If you want to do further manipulation of your deals in Excel then you can export them from Tracks. That includes when the deal was added, status, closing dates, confidence levels and more.
Sort by confidence, value and closing date
It's important to understand how real your pipeline is. Tracks allows you to view your Highrise deals based on value, closing date and how confident you are that the deal will close.
Keep track of monthly sales and billing
A sales pipeline is one thing, real cash coming in is another. Tracks allows you to forecast your sales opportunities and your monthly billing, making financial decisions that bit easier.
Works for projects and recurring revenue
Tracks is perfect for Highrise customers who not only win new project deals, but who also have recurring revenue like yearly contracts, subscriptions, service level agreements and so on.
Push and pull deals from Highrise
With Tracks you can add opportunities to your pipeline and push them to Highrise. You can also import deals as a group or individually with a touch of a button.
Available on your mobile, tablet and desktop
Tracks was built with mobile and tablet users first. The interface is slick, it is easy to use and you can access your data from anywhere. It's also secure with a capital S.
Coming soon!
Pipeline stats
Charts and reporting
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