Tracks

Tracks

Sales forecasting & pipeline management for Highrise CRM

4.2/5 (13 avis)

Tracks - Présentation

Tracks allows you to stay on top of sales deals that are falling behind. It is a light weight sales pipeline management tool for sales people and sales managers.

Tracks is easy to get started and easy to use. It integrates with some of your favourite business tools like Highrise and help you stay closer to your pipeline.

The unique drag 'n' drop interface shows you your sales pipeline by week, month, quarter or yearly. From our research small businesses are more focused on what money is coming in than on what stage a particular deal is at.

Sales stages are important, but knowing what deals to work on, when they are closing and what the next steps are is more important. The software is designed to empower you. It allows you to get a feeling of what is going on in your sales pipeline and business, so that you can act accordingly. It doesn't rely on hours of admin time from a sales team.

Tracks works best for small businesses that provide services like architects, web designers, consultancies, etc. It's also great for businesses that need a sales pipeline component to Highrise CRM.

The company is run by people who are passionate about providing fast, open and honest support.

Prix

À partir de
25,00 $US/mois
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Canada, Chine, Europe et 5 autres, Allemagne, Inde, Japon, Amérique latine, Afrique et Moyen-Orient

Langues

anglais

Tracks - Avis

Note globale
4.2/5
92% d'avis positifs
4
Excellent
8
Très bien
1
Moyen
0
Médiocre
0
Mauvais
Nathaniel cassidy
Traduire avec Google Translate

Add pipeline power to Highrise with Tracks

Publié le 18/03/2013
Provenance de l'avis : GetApp

We use Tracks alongside Highrise for managing our sales pipeline. Tracks helps make Highrise more useful by displaying deals in a proper pipeline fashion, something that Highrise is unable to do. I like the simplicity of the user interface because it is easy to use which has meant our team has picked it up really quickly and speed of deployment plays a big role in if we decide to introduce new applications within the business.

As the app is fairly new it is still being developed and there are a number of areas that could be improved;
at the moment you have to reauthorise Highrise each time you login, it would be good to be able to set dates for the next step as well as a closing date, deals aren't automatically imported from Highrise and there is no visual export of data only Excel style. However I don't see these as major issues as one of the strength of Tracks is how much effort Gregor the founder is putting into improvements and how attentive and understanding he is to the Tracks community.

We already find Tracks useful but I can see it becoming an essential part of our sales management.

Avantages

Simple interface, Highrise integration, great customer service

Inconvénients

Reauthorising Highrise each time you login, not being able to set dates for the next step, no auto import for Highrise deals yet

Geoff B.
Traduire avec Google Translate

Very Focused Tool

Publié le 18/10/2014
Provenance de l'avis : GetApp

Very often an app wants to be all things to all people. "Great for newbies and pros alike". The result is usually a tool that succeeds in satisfying no one while its programmers stagger under a broad-front development strategy ensuring scattershot and oft delayed updates and bug fixes.

Thankfully Tracks avoids that fate. In its present incarnation, Tracks is a very functional and flexible pipeline tool (and nothing else) that your sales team will immediately incorporate into its workflow. The learning curve is literally minutes. The cost is very low. Perfect for micro to medium sized businesses that don't want to navigate expensive training classes or hire a consultant to "integrate" a tool into the company.

Support is swift and thorough since most times you'll be speaking to the owner.

And all the data your team puts in can be exported to excel should you need to manipulate it further or import it into another program.

If you're a business owner or a sales manager that wants to track sales opportunities & forecasts with a tool that has a very low barrier to entry and a very high probability it will actually get used, Tracks is a fantastic option. Highly recommended.

Ross methven
Traduire avec Google Translate

Incredibly useful tool

Publié le 24/04/2013
Provenance de l'avis : GetApp

A fantastic tool that had a really positive impact on our business, I am not sure how we managed without it!

It really helped everyone focus on what was really important, ie. the next steps in a deal.

I have been using Tracks since the early days and it has been great to see the continuous improvements that Gregor has been making.

Avantages

- All your deals on a single page
- Easy to manipulate the vie using filters
- Integrates with your Highrise deals
- Works really well on mobile and tablet devices, great usability
- Everyone in organisation "got it" and were quick to adopt

Inconvénients

I also have a long wish list, but appreciate that adding a load of features is likely to detract from the current simplicity and ease of use.

Emmanuel R.
Traduire avec Google Translate

Basic sales pipeline application

Logiciel utilisé Autre pendant Essai gratuit
Publié le 18/09/2018
Provenance de l'avis : GetApp

Avantages

Honestly, this could be used side by side by other sales pipeline applications. But Tracks can be useful for SME/SMB that still learning its sales process and still willing to learn to incorporate into existing business process.

Inconvénients

While learning the app is easy and literally a walk in a park, user interface can still be improved including clear help tool that aids the first time users.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit

8.0/10
Scott miller
Traduire avec Google Translate

Reports we needed from Highrise

Publié le 19/04/2013
Provenance de l'avis : GetApp

Tracks has given us some of what we need in terms of reporting from Highrise. I realize that we have a long list of reporting needs and are happy to have found a product that helps us get the data from Highrise that we are looking for. Gregor has been great at answering questions and giving me feedback on what I'm trying accomplish.

Avantages

Data out of our Highrise data - finally!

Inconvénients

The application can do everything we had hoped. This is not a problem with the application. It is more of an issue that we have an incredibly long wish list.

Tracks - Prix

À partir de
25,00 $US/mois
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Tracks costs $25 per month with a 30 day money back guarantee.

A 25% discount is available to those who sign up for a year.

Tracks - Fonctionnalités

  • API
  • Suivi des ventes

  • Analyse des ventes
  • Base de données de contacts
  • Données en temps réel
  • Fonctionnalité de recherche
  • Gestion des contacts
  • Gestion des leads
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Modèles personnalisables
  • Notifications automatiques
  • Outils de collaboration
  • Rapports et statistiques
  • Rapports sur les ventes
  • Saisie de leads
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur Tracks

Tracks - Principales fonctionnalités

  • "Saveable" URLs
  • Closing dates
  • Confidence levels
  • Custom categories
  • Drag n drop
  • Easy forecasting
  • Export to Excel
  • Highrise integration
  • Mobile, tablet and desktop
  • Multi-currency
  • Quick support
  • Unlimited users
  • Weekly alerts
  • Weighted values

Avantages

Tracks helps you keep on top of deals that are falling behind. It's a light weight sales pipeline tool that keeps you focused on what the next steps are.

Unlike other CRM there's no long forms to fill in or hoops to jump through. You can simply start adding deals from your phone, tablet or browser and we'll send you weekly alerts on which ones need some work.

It's designed to help small businesses and individuals focus on keeping pipelines healthy. And you can easily Tracks money deals won vs. deals lost.

Tracks integrates closely with Highrise CRM too giving you the power of Highrise as a contact manager and the pipleine features of Tracks.

Tracks - FAQ

Voici quelques-unes des questions fréquentes sur Tracks.

Q. Quels sont les types de licence disponibles pour Tracks ?

Types de licences disponibles pour Tracks :

À partir de: 25,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

Tracks costs $25 per month with a 30 day money back guarantee.

A 25% discount is available to those who sign up for a year.

Q. Quelles sont les principales fonctionnalités du logiciel Tracks ?

Fonctionnalités du logiciel Tracks :

  • "Saveable" URLs
  • Closing dates
  • Confidence levels
  • Custom categories
  • Drag n drop
  • Easy forecasting
  • Export to Excel
  • Highrise integration
  • Mobile, tablet and desktop
  • Multi-currency
  • Quick support
  • Unlimited users
  • Weekly alerts
  • Weighted values

Q. Qui utilise Tracks ?

Utilisateurs habituels du logiciel Tracks :

Auto-entrepreneurs, Non Profit, PME

Q. Dans quelles langues Tracks est-il disponible ?

Langues dans lesquelles Tracks est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Tracks ?

Types de licences disponibles pour Tracks:

Abonnement

Q. Tracks prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Tracks.

Q. Avec quelles applications Tracks peut-il s'intégrer ?

Applications s'intégrant à Tracks :

Highrise CRM

Q. Quelles sont les ressources d'aide disponibles pour Tracks ?

Ressources d'aide disponibles pour Tracks :

FAQ, Support en ligne, Support téléphonique, Tutoriels vidéo

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