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TracktCRM Review

TracktCRM is AI-powered CRM software designed to capture leads, automate responses across multiple channels, and organize sales pipelines for agencies, consultants, and freelancers.

shipped Sep 23, 2026freemium
TracktCRM — product screenshot

Why it matters

1Offers an AI-powered lead response system.
2Integrates with WhatsApp, email, and SMS for multi-channel communication.
3Provides customizable sales pipelines and automated follow-ups.
4Includes a free trial for new users.

About TracktCRM

Target Audience
Small businesses, agencies, freelancers, and sales teams

Pricing Plans

Free Trial
Free
  • No credit card required
  • Access to all features

Specs

API Available

Yes, public API

Screenshots

overview

What is TracktCRM?

TracktCRM is an AI-powered CRM tool that enables agencies, consultants, and freelancers to manage leads effectively. It captures every lead, responds in seconds over WhatsApp, email, and SMS, and keeps sales pipelines organized.

features

Key Features of TracktCRM

TracktCRM provides a suite of features designed to streamline lead management and sales processes.

  • AI-powered lead response system for immediate engagement.
  • Multi-channel lead tracking across WhatsApp, email, and SMS.
  • Customizable sales pipelines to adapt to specific business workflows.
  • Automated follow-ups and a reminder system to ensure timely communication.
  • Integration with popular tools such as Gmail and Google Calendar.
  • Comprehensive lead capture mechanisms.
  • Organized sales pipeline management.

use cases

Who Should Use TracktCRM?

TracktCRM is primarily designed for professionals and businesses requiring efficient lead management and sales automation.

  • Real Estate CRM: For agents managing property inquiries and client follow-ups.
  • Freelancer CRM: For independent professionals tracking projects and client communications.
  • Education CRM: For institutions managing student inquiries and enrollment processes.
  • Sales automation for agencies: To streamline client acquisition and project management.
  • Lead management for small businesses: To organize and convert prospective customers.
  • Consultants: To manage client relationships and project pipelines effectively.

how to use

How to Use TracktCRM

Getting started with TracktCRM involves setting up your account, integrating communication channels, and configuring your sales pipeline.

  • 1Sign up for a TracktCRM account, utilizing the available free trial.
  • 2Integrate communication channels such as WhatsApp, email, and SMS for lead capture and response.
  • 3Customize your sales pipeline stages to match your business process.
  • 4Configure AI-powered lead response settings for automated initial contact.
  • 5Set up automated follow-ups and reminders for ongoing lead nurturing.
  • 6Connect with external tools like Gmail, Google Calendar, Meta Ads, Google Ads, and Shopify.

pricing

TracktCRM Pricing & Plans

TracktCRM operates on a freemium model, offering a free trial period for users to evaluate its capabilities.

  • Free Trial: Provides full access to features for a limited duration (1 month).

Pros

  • +AI-powered lead response system for rapid engagement.
  • +Comprehensive multi-channel communication support (WhatsApp, email, SMS).
  • +Customizable sales pipelines to fit diverse business needs.
  • +Automated follow-ups and reminders enhance lead nurturing.
  • +Integrations with key business tools like Gmail, Google Calendar, and advertising platforms.
  • +Offers a free trial, allowing users to evaluate the platform without initial investment.

Cons

  • Specific pricing details beyond the free trial are not explicitly stated.
  • May require initial setup time to fully customize pipelines and AI responses.
  • As a SaaS solution, it lacks the full data control offered by open-source alternatives like FreeScout or EspoCRM.

Policies

Pricing Page

View Pricing

Similar Tools

TracktCRM vs Competitors

TracktCRM competes in the CRM software market, offering specialized features compared to broader platforms.

1

Offers a comprehensive suite of business tools beyond CRM, with a robust free tier for lead, contact, and deal management.

While its free tier provides core CRM functions and basic automation, advanced AI features and extensive WhatsApp integration found in TracktCRM might require upgrading to a paid Zoho plan.

2

Provides a strong foundation of free sales, marketing, and service tools, making it a good entry point for managing customer relationships.

HubSpot's free CRM offers broad functionality but has limitations on advanced automation, custom reporting, and API access, which TracktCRM might offer more flexibly in its paid tiers.

3
amoCRM

Specializes in messenger-based sales, offering deep integrations with WhatsApp, Facebook Messenger, and other chat apps for automated communication.

amoCRM excels in multi-channel messaging automation, potentially offering more direct and integrated chat capabilities than TracktCRM, but it does not have a free tier.

4
FreeScout

A lightweight, open-source help desk and shared inbox solution that centralizes customer conversations from various channels, including WhatsApp, with full data control.

FreeScout offers complete control and zero licensing costs due to its open-source nature, but requires self-hosting and more technical setup compared to TracktCRM's managed SaaS.

5
EspoCRM

A highly customizable open-source CRM platform that allows businesses to tailor entities, fields, and workflows without extensive coding.

EspoCRM provides extensive customization and data ownership as an open-source solution, but requires technical expertise for setup and maintenance, unlike TracktCRM's out-of-the-box SaaS.

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