Simple forecasting and pipeline management
Your deals in one place
Get a quick and easy snapshot of your deals, the last time they were updated and what's happening next.
Drag 'n' Drop
Drag 'n' drop deals between weeks and months making it easy to update. No more datepickers and forms to fill in!
Weekly updates
Fed up with CRM systems that make you do the work? With Tracks there will be a weekly email in your inbox giving you the low-down on which deals need some love.
Plays nice with others
We've worked hard to build close integration with Highrise meaning you can extend the deals functionality. We're working on some great features for Google Apps users too.
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.
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.
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. You can also import your won and lost deals.
Push changes to Highrise
With Tracks you can add opportunities to your pipeline and push them to Highrise. You can also push deal updates, sync changes, add and delete categories and push notes.