Captures leads automatically
From your website, ads, WhatsApp, email and calls, so nothing is copied by hand.
CRM SOFTWARE
Simple CRM Software for Growing Teams That Captures Every Lead and Closes More Deals
TracktCRM is customer relationship management software for small and growing teams. Capture leads from every channel, reply in seconds with AI, and track every deal in one pipeline, without the complexity of enterprise CRM.
Try the CRM freeOne company plan, so team members never pay separately
WHAT IS A CRM
What Is CRM Software?
CRM software, short for customer relationship management software, keeps every lead, customer and conversation in one place, tracks where each deal stands, and reminds your team what to do next. It is the shared record your whole team works from, instead of spreadsheets, chat threads and personal inboxes.
A good CRM does four jobs:
Organises every deal in a pipeline
The whole team sees the same stage and next step, instead of competing versions of a spreadsheet.
Automates follow-ups and reminders
No lead goes quiet because someone forgot to chase.
Reports on what is actually closing
Response times, pipeline health and results, without a month-end spreadsheet pull.
Any team that handles leads on more than one channel benefits, from small businesses and startups to agencies, consultants, freelancers and sales teams in real estate and education.
Related reading: 15 CRM software examples showing what a CRM does in real businesses.
TYPES OF CRM
Types of CRM Software: Operational, Analytical and Collaborative
CRM software is usually grouped into three types. Most teams need a mix.
Operational CRM
Runs the daily sales work: capturing leads, managing the pipeline and automating follow-ups. This is the core of TracktCRM.
Collaborative CRM
Lets the whole team share one view of each customer, including every WhatsApp, email and SMS conversation. TracktCRM does this through its shared inbox.
Analytical CRM
Turns CRM data into reports on response times, conversion and rep performance. TracktCRM includes a live dashboard for this.
FEATURES
CRM Software Features for Small and Growing Teams
Lead and contact management
Every enquiry is captured automatically, checked for duplicates and assigned to the right person, so no lead is copied by hand or forgotten in a chat. See our lead management software.
Sales pipeline management
Build stages that match how you actually sell. See every deal, its owner and its next step in one pipeline view, and drag deals forward as they progress.
Sales automation
Automated follow-ups, reminders and templated replies keep every lead moving, so your team spends its time on conversations.
AI lead response
The moment a lead arrives, the AI replies within seconds on WhatsApp, email and SMS, so speed to first reply no longer depends on who is online. See how it works on our AI CRM page.
Shared inbox for WhatsApp, email and SMS
Reply to customers where they already talk to you and keep every message on the lead. See the WhatsApp CRM features.
Custom lead forms
Build a form, choose the pipeline and owner, and embed it on any website. Submissions land in the CRM already assigned. See custom forms.
Reporting and analytics
A live dashboard shows response times, rep activity and pipeline health, with no manual spreadsheet pulls. See the sales dashboard.
Mobile access
Check leads, reply to conversations and update deals from your phone. See how the cloud-based CRM works.
HOW IT WORKS
How CRM Software Works: From First Enquiry to Closed Deal
Capture
A lead arrives from your website, an ad, WhatsApp or email and is logged with its source.
Respond
The AI replies within seconds so the lead is never left waiting.
Organise
The lead enters your pipeline and is assigned to the right person.
Follow up
Reminders and automated follow-ups keep the conversation moving until there is an answer.
Close and learn
Deals are marked won or lost, and the dashboard shows what is working.
BEST CRM SOFTWARE
How to Choose the Best CRM Software for Your Team
There is no single best CRM software for everyone. The best CRM is the one your team opens every day. Check these six things when you compare options:
Easy to set up
If it needs weeks of configuration or a dedicated admin, adoption suffers.
Works on your channels
If customers message on WhatsApp, the CRM should handle WhatsApp natively, not through a fragile add-on.
Automates repetitive work
Follow-up reminders, templated replies and lead assignment should happen without manual effort.
Customisable pipeline
Stages, fields and rules should match your sales process.
Clear reporting
You should see response times and pipeline health without building a report.
Fair pricing for a growing team
Look for clear per-user pricing and company-level billing. See the pricing page.
CRM VS SPREADSHEET
CRM vs Spreadsheet: When Is It Time to Switch?
A spreadsheet is a fine place to start. It stops working when leads arrive from several channels, more than one person needs the same information, or follow-ups depend on someone remembering.
| Need | Spreadsheet | Typical enterprise CRM | TracktCRM |
|---|---|---|---|
| Lead capture | Manual entry | Configured by an admin | Automatic from your connected channels |
| Follow-up reminders | Only if you remember | Available, often needs setup | Built in and automated |
| WhatsApp conversations | Outside the sheet | Often an add-on | Core channel, logged on each lead |
| Instant reply to new leads | No | Usually not included | AI replies within seconds |
| Team visibility | Version conflicts | Yes | One shared pipeline |
| Setup effort | None, then constant upkeep | Often significant | Designed to be simple |
Comparing a named product too? See our Pipedrive alternative.
SIMPLE CRM
A Simple CRM Your Team Will Actually Use
Many teams abandon their CRM because it is too complicated. TracktCRM keeps it simple: one pipeline view, one inbox, and automation that runs in the background. A CRM that is easy to use gets updated, and a CRM that gets updated gives you numbers you can trust.
One pipeline view
Your team works from a single sales pipeline instead of many screens.
One inbox
WhatsApp, email and SMS sit together so conversations stay on the lead.
Automation in the background
Follow-ups and reminders run without a technical setup.
WHO IT'S FOR
CRM Software for Small Businesses, Startups, Agencies, Real Estate and Education
Dedicated setups also cover recruitment, insurance, automotive and healthcare. See every industry TracktCRM supports.
Real estate teams
Capture portal and WhatsApp enquiries, schedule site visits and manage brokers.
CRM for real estateSmall businesses
Replace spreadsheets with a CRM for small business that adds no admin work.
Startups
Pipeline stages that change as your sales process does.
Agencies, consultants and freelancers
Proposals, retainers and client conversations in one place.
CRM for agenciesEducation
Assign enquiries to counsellors and track every admission stage.
CRM for educationGETTING STARTED
Getting Started: Import Your Leads and Go Live
Start on the Free plan
Sign up free for 1 user. No credit card needed.
Import your leads
Bring in your existing leads from a spreadsheet or your old CRM. Our team can help with the move.
Set your pipeline
Set your pipeline stages to match how you sell.
Connect your channels
Connect WhatsApp, email, your forms and your ad accounts.
Invite your team
Add your team and start working every lead from one shared pipeline.
PRICING
CRM Software Pricing
Start on the Free plan: 1 user, free forever, no credit card. When you need more, upgrade to Pro, Premium or All-in-One. Paid plans are priced per user per month, billed at the company level and shown in your local currency, and paying yearly saves up to 20%. AI features come with Premium and All-in-One.
CRM Integrations: WhatsApp, Gmail, Google Calendar, Meta Ads and More
Connect the tools your team already uses.
Try the CRM free
- WhatsApp: capture and reply to leads in chat
- Gmail and email: send and track emails on each lead
- Google Calendar: meetings and follow-ups in your calendar
- Meta and Google Ads: ad leads flow straight into your pipeline
- 99acres and Housing.com: property portal enquiries
- Razorpay and Shopify: payments and store data
SECURITY
Data Security and Privacy
Your leads and customer conversations are business data. TracktCRM lets you control who in your team can see what, and you decide which messages go out. Data protection laws apply to the personal data you store, so keep consent records for the people you contact.
SEE IT IN ACTION
See a Pipeline and Inbox Working Together
See every deal stage next to the conversation, so lead management stays inside the CRM and not in a spreadsheet or chat app.
FAQ
CRM Software FAQs
What is a CRM?
A CRM is customer relationship management software that keeps every lead, customer and conversation in one place, shows where each deal stands, and reminds your team what to do next. It replaces scattered spreadsheets, chat threads and inboxes with one shared record.
What does CRM software do?
CRM software captures leads from your channels, organises them in a sales pipeline, automates follow-ups and reminders, and reports on what is working. TracktCRM also has AI that answers new leads for you.
What are the main features of CRM software?
Contact and lead management, a sales pipeline, task and follow-up automation, a shared inbox for customer conversations, reporting, and integrations with your other tools.
What is the best CRM software for small business?
The best CRM software for a small business is the one your team will actually use every day: quick to set up, simple to learn, and built around the channels your customers use. TracktCRM is designed for small and growing teams that sell over WhatsApp, email, SMS and phone.
What is the best CRM for startups?
The best CRM for startups is simple enough to start using immediately and flexible enough to grow with a changing sales process. TracktCRM offers customisable pipeline stages and automated follow-ups, and billing sits at the company level, so new hires do not need separate sign-ups.
What is the difference between a CRM and lead management software?
Lead management software focuses on capturing and following up new leads. A CRM covers that and also tracks deals, customers and conversations over time.
Is TracktCRM a simple CRM to use?
Yes. Your team works from one pipeline view and one inbox for WhatsApp, email and SMS, while reminders and follow-ups run in the background, so time goes into selling rather than updating records.
Do I need CRM software if I already use spreadsheets?
Spreadsheets work for a handful of contacts, but they do not capture leads automatically, remind anyone to follow up, or show a whole team the same up-to-date picture. Once leads arrive from more than one channel, CRM software saves time and prevents missed follow-ups.
Can I import my existing leads from Excel or another CRM?
Yes. You can import your existing leads into the pipeline, and our team helps move your data from a spreadsheet or another CRM during setup.
How is TracktCRM different from other CRM software?
Most CRM software records what already happened. TracktCRM also acts: its AI replies to new enquiries on WhatsApp, email and SMS, then hands each conversation to your team with the full history attached.
Does TracktCRM work with WhatsApp?
Yes. WhatsApp is a core channel in TracktCRM, so conversations are captured, answered and tracked against each lead without switching apps.
How much does TracktCRM cost?
TracktCRM has a Free plan for 1 user, free forever with no credit card. Pro, Premium and All-in-One are priced per user per month, billed to your company and shown in your local currency, and paying yearly saves up to 20%. See the pricing page for current prices.
Does TracktCRM have mobile access?
Yes. TracktCRM includes mobile access so your team can check leads, reply to conversations and update deals while away from a desk.
Try the CRM Free
Set up your pipeline, capture your first leads and see the AI reply in seconds. Or book a demo and we will walk through it with your own sales process.