“I’m a very visual person, so Tracks really helps me keep things up to date and spot deals that are going stale”
Designed for Highrise
Tracks is a sales pipeline tool. If you use Highrise and manage a team of sales people then you’ve come to the right place. Tracks helps you get a better view of deals that are hot, and deals that are not.
KEEPS YOU UP TO DATE
Tracks sends you email prompts that give you the low-down on deals that need some love and deals that are closing soon. The prompts are designed to keep you up to date.
TRACKS YOUR FUNNEL
Organise your deals by sales stage to give you a better picture of your sales funnel. If you need to move a deal to a different stage, you can update it in HIghrise or drag and drop it in Tracks. Easy.
REQUIRES NO EXTRA WORK
Tracks operates a two way sync with Highrise. Your sales team can keep doing what they do and you’ll get a better insight into what’s hot and what’s not. It is hassle free.
VIEW CONVERSION RATES
You win some, you lose some! Tracks helps you understand what you’re winning and what you’re losing. You can also see who in your team is converting the most.
FORECAST THE FUTURE
You can connect the Tracks Closing Date to a Highrise Custom Field and it will help you forecast your future revenue. Knowing what’s due to close and when gives you peace of mind.
EXPORT YOUR DATA
If you want to do further manipulation of your deals in Excel then you can. You can export things like when the deal was added, status, closing dates, confidence levels and more.
WE WANT TO HELP
If you get stuck then you can email us at firstname.lastname@example.org. We’ll get back the same day and you can expect a reply from the people that are building Tracks. No robots employed here, sir.
Need extra help? You’ve got the Foundation Plan.
Tracks costs $25 per month
There are no user limits or other restrictions
You get 25% off if you sign up for a year
And a 30 day money back guarantee